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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...
Reflecting Your Values Through Investing Money talks is an adage many of us have heard our whole lives. Money is the transactional element of our lives that keeps the world running as we know it, and how you spend your money does say a lot about you. Value-based...