Finances & Your Family
Tax Reform & Portfolio Protections
What kind of news have we heard this past week that is impacting the financial markets? TAX REFORM First, we’ve seen progress toward tax reform. The House of Representatives passed the 2018 Fiscal Budget which will now move to the Senate for a vote. This step has to happen in order for overall tax reform…
The Equifax Data Breach: What Matters?
MICHELLE SMALENBERGER, CFP ® There have been articles informing individuals what to do about the recent data breach. See this link for what has happened. What we have learned: Signing up for Equifax credit monitoring is not necessarily free like it has been with other company breaches. You can sign up by November 21st for…
[Video] Free Money May Exist With This Employee Benefit
MICHELLE SMALENBERGER, CFP® We all like the idea of free money, so I want to walk you through one area where there may be free money available which you’re not taking advantage of. In your retirement account you’re putting money in yourself and then your employer may also be willing to put money in as…
You can’t afford to wait!
We are all praying for the states that have been, and will be affected by hurricanes. No one wants to go through any natural disaster or event like this. But the reality is that things will happen in life that you just can’t afford to wait in planning for. Governor Rick Scott in Florida provided…
[Video] Beneficiaries: Who, When, & Why?
STEPHEN SMALENBERGER, EA In Prior videos we talked about 401(k)’s, IRAs, and even life insurance. Something that we haven’t touched on yet is what happens when you pass away. So what I want to go through here is the big picture to make sure everything is still as you desire. Because sometimes life happens. It…
Do You Panic About Investment Performance?
We have been attending a conference in Dallas over the past week. After leaving the hotel, we started hearing that many gas stations throughout the city and suburbs were actually out of gas. Due to the rising prices caused from the destruction that Hurricane Harvey had on the Houston community and two oil refineries there,…
