by Sarah Tenhundfeld | May 4, 2022 | Financial Education, Retirement
Required Minimum Distributions, or RMDs, are distributions that must be made from a retirement account once the account holder reaches a certain age. One of the reasons the RMD exists is to force money that was originally tax-deferred to go through the tax system....
by Chip Workman | Sep 8, 2021 | Financial Education
One Saturday morning when I was around 10 years old, my Dad and I broke from our traditional routine of news, cartoons and cereal and took a walk. This wasn’t going to be our usual stroll around the neighborhood. We were walking to a bank branch that had recently...
by Sarah Tenhundfeld | Sep 1, 2021 | Financial Education, Taxes
In one of last month’s blogs, we discussed changes to the Child Tax Credit for this tax year. While this credit is available to anyone with a qualifying child, working parents with children ages 12 and younger, who pay for childcare, can also receive additional tax...
by Sarah Tenhundfeld | Jul 28, 2021 | Financial Education, Taxes
Our baby girl will be here mid-December, and fingers crossed, she’ll make it in time to be included as a dependent on this year’s tax return. I’d say that sort of timing puts her on Santa’s nice list! Families with young children can take advantage of a few different...
by Chip Workman | Dec 2, 2020 | Financial Education
Personal Security Planning A question we get frequently is how best to go about protecting identity and other personal information. We’ve blogged about it in the past on multiple occasions, but these things can be moving targets as new technologies and schemes create...
by Sarah Tenhundfeld | Oct 21, 2020 | Financial Education, Healthcare & Wellness
If you have a High Deductible Health Plan you have probably heard of a Health Savings Account (HSA) and may even have one. HSAs came into existence at the end of 2003 when the Medicare Prescription Drug, Improvement, and Modernization Act was put into law. Even though...
