A Hard Conversation Made Easy Throughout previous stages of life, you might have become accustomed to keeping your financial matters fairly close to the chest. Now, however, would be a good time to start involving your family as you develop and effectuate your estate...
Planning Your Legacy & Your Family's Financial Future Estate planning, or legacy planning, can play a critical role in your ability to save for and shape your family’s financial future. While most people think of estate planning as something to be addressed later...
Requirements for 1099 Form-2025 By Erin Pitts, CPA Form 1099 for certain payments made during the tax year. You are required to file a Form 1099 if you paid $600 or more to a non-employee, such as independent contractors, freelancers, or other service providers....
Retirement Tools: HSA Accounts By Kathryn Barnett When planning for retirement, most people do not realize their HSA account is more than a savings account for medical expenses. An HSA account is a triple-tax advantaged health savings account that an individual can...
Does your Child Need to File an Income Tax Return? As parents, we encourage our children to work, so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return for the money they earn? The IRS...
Do you have a lost 401(k)? By: Kathryn Barnett Take minute and think about how many places you have worked. Now, think about whether you contributed to a 401(k) at each of those places. Did you roll the contents of a previous 401(k) into your existing 401(k) or a...
Medicare Quick Facts WHAT IS IT? Medicare is a federal health insurance program for people 65 and older, as well as certain disabled individuals. DO I HAVE TO ENROLL? Yes. If you have not been receiving Social Security benefits for at least four months prior to...
HELP! MY SPOUSE WANTS NOTHING TO DO WITH OUR FINANCES. What do I do? By: Kathryn Barnett, Financial Advisor Below is a scenario that I have encountered that I think is familiar to all of us. I don’t know what to do. I recently received a grim prognosis, and I am...
This is a final reminder that our NetClient CS (NetClient Access) portal will be permanently closed on December 31, 2025. After this date, all documents in the portal will be permanently deleted and cannot be recovered. To keep any files you need, please follow...
A Hard Conversation Made Easy Throughout previous stages of life, you might have become accustomed to keeping your financial matters fairly close to the chest. Now, however, would be a good time to start involving your family as you develop and effectuate your estate...
Planning Your Legacy & Your Family's Financial Future Estate planning, or legacy planning, can play a critical role in your ability to save for and shape your family’s financial future. While most people think of estate planning as something to be addressed later...
Requirements for 1099 Form-2025 By Erin Pitts, CPA Form 1099 for certain payments made during the tax year. You are required to file a Form 1099 if you paid $600 or more to a non-employee, such as independent contractors, freelancers, or other service providers....
Retirement Tools: HSA Accounts By Kathryn Barnett When planning for retirement, most people do not realize their HSA account is more than a savings account for medical expenses. An HSA account is a triple-tax advantaged health savings account that an individual can...
Does your Child Need to File an Income Tax Return? As parents, we encourage our children to work, so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return for the money they earn? The IRS...
Do you have a lost 401(k)? By: Kathryn Barnett Take minute and think about how many places you have worked. Now, think about whether you contributed to a 401(k) at each of those places. Did you roll the contents of a previous 401(k) into your existing 401(k) or a...
Medicare Quick Facts WHAT IS IT? Medicare is a federal health insurance program for people 65 and older, as well as certain disabled individuals. DO I HAVE TO ENROLL? Yes. If you have not been receiving Social Security benefits for at least four months prior to...
HELP! MY SPOUSE WANTS NOTHING TO DO WITH OUR FINANCES. What do I do? By: Kathryn Barnett, Financial Advisor Below is a scenario that I have encountered that I think is familiar to all of us. I don’t know what to do. I recently received a grim prognosis, and I am...
This is a final reminder that our NetClient CS (NetClient Access) portal will be permanently closed on December 31, 2025. After this date, all documents in the portal will be permanently deleted and cannot be recovered. To keep any files you need, please follow...