We thought this blog post was so important, we decided to share it again! Avoiding these financial missteps may help improve your future personal finances. It's never too late to better your future financial wellness.

By: Gary R. Oman

Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how you'll be affected by these changes while there's still time to take action is important.

Thanks to all who attended our President's Seminar and 2019 AGM!

Here are a couple of photos of the event.

Do the financial services you’re receiving from your financial advisor/broker include tax return preparation and trust drafting for one fee? 

Would you like to receive financial services similar to ultra-high net-worth families?

In This Issue:

• Key Retirement and Tax Numbers
• Hybrid Funds, Lifestyle or Target?
• What Happened to Your Money?

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By George Koeltl, CFP®, April 12, 2019

With the pain of 2019 Tax Day behind us, here are some ways to make next year go smoother. Start new organizational practices now to make your 2020 taxes as painless as possible.

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well.