Year End Strategies 2021

Year End Strategies 2021

Read the blog written by one of our Lead Advisors, Jerry Yox, CFP® on Year End Strategies for 2021.  Give us a call if you feel you need to schedule a time to explore how these strategies may be applied to your unique situation.  As potential tax law changes and other...
Couples and Finances – To Merge or Not to Merge?

Couples and Finances – To Merge or Not to Merge?

Life together has started and the bills are filtering, but who pays for this or that?  Is it a 50/50 split, sort it out as you go, or whoever earns more pays more?  There is no right or wrong answer, but you should have a plan. Here are three tips to begin a life of...