It’s July – IRS Scams Continue
July 16, 2024
I received an email today that was reportedly from the IRS asking me to complete a form for them to verify my identify. IRS does
Blog: Invest in You
Setting Fitness Goals in Retirement
June 25, 2024
As your career goals begin to recede during the transition to retirement, you may find yourself setting new goals that will help you live your
Wedding Gift Etiquette
June 10, 2024
It’s June and the wedding invitations are arriving, and the question becomes how much do you spend on a wedding gift? The answer is: It depends…
AI Scams: How New Technology is Reinvigorating Old Scams
May 28, 2024
Scammers are always on the lookout for new ways to deceive and exploit. But sometimes, new technology can breathe life into seemingly “outdated” scams. Scammers
Can Children have a Roth IRA?
May 14, 2024
Kids will be out of school for the summer, working summer jobs. Younger kids can mow lawns and babysit. What will they do with their
IDAHO GIVES week
April 30, 2024
IDAHO GIVES begins this week. It runs for 4 days April 29th – May 2nd. This is an opportunity to support your favorite local charity
Are You Leaving Your Employer? What do you do with your Retirement Funds?
April 23, 2024
You are leaving your job for a job with a new employer. Or you are retiring. What do you do with your retirement funds? You
Being Grateful Year Round
April 8, 2024
I’m walking in a graveyard this morning. It’s the closest, peaceful place to walk – right next door to the hotel where I am staying.
IRA Contributions: 4 Rules That May Surprise You
March 26, 2024
Have you made your IRA contributions for the year? There is still time. Here are 4 rules you want to be aware of when making
Avoiding Mistakes in a Divorce
March 12, 2024
Even in an amiable divorce, emotions can run high. Keeping focused on a path forward, emotionally, mentally and financially is important. A common place for