Client Quarterly Summer 2019
We got to observe the growth of a pair of baby owls on the greenbelt this Spring. We also observed on eagle’s nest with mama
January 6, 2021
Category: Certified Senior Advisor Boise ID
How to Thrive in an Empty Nest
How to Thrive in an Empty Nest How to Thrive in an Empty Nest Parents are returning home from dropping their child off at
January 6, 2021
How to Have More Fun and Meaning in Retirement
Here are some ideas for creating a new retirement schedule that will keep you growing, learning, experiencing new things, and making meaningful connections with your community.
March 5, 2020
Time to Fear the Coronavirus?
Time to Fear the Coronavirus? written by Brian S. Wesbury – Chief Economist with First Trust Robert Stein, CFA – Deputy Chief Economist Monday, fear over
February 26, 2020
How Will The Economy Do In 2020?
How Will The Economy Do In 2020? Will The Dow hit 32,500 or the S & P 3650 in 2020? See what Brian Wesbury,
February 13, 2020
New Decade – New Cyber Threats Protect You Financial Accounts
An 8-year scam was brought down recently in New York state due to alert investors. The thief tricked day traders and financial advisers into liquidating securities, wiring cash from brokerages, and establishing new fraudulent accounts under the victim’s names.
January 29, 2020
Did Tax Reform Change Your Giving?
Did Tax Reform Change Your Giving? Tax Reform in 2017 raised the standard deduction to $12,000 and $24,000 for singles and married filing joint.
December 19, 2019
Can Capital Gains Push You into a Higher Tax Bracket?
Can Capital Gains Push You into a Higher Tax Bracket? Making Money on your money sounds great until you have to pay taxes. The
November 19, 2019
Slow Down a Hacker: Use Two-factor Authentication Guide
Slow Down a Hacker: Use Two-factor Authentication Guide Two-factor authentication (sometimes called two-step verification) is an extra security measure you can place on
October 9, 2019
Medicare and HSAs Don’t Mix
Medicare and HSAs Don’t Mix Health Savings Accounts (HSAs) are designed to have a triple tax benefit. Contributions are tax deductible. Assets in an
October 1, 2019