Planned giving tax update 2020
Download a one-page handout with an overview of important tax law changes & Justus’s three favorite charitable gift strategies you can use yet this year.
October Investment Update
While we can’t predict the next crisis, you can take comfort in the team and systems we have in place to act as needed when it happens.
Funeral pre-planning can be a loving gift – October 13 Virtual Learning Event
Back by popular demand! Learn about funeral pre-planning and how this can help ease the burden for your surviving loved ones.
Justin Moilanen teaching virtual Retirement Planning Today® course
Justin Moilanen will be virtually teaching the Retirement Planning Today curriculum as part of UW-Parkside’s mini-course offering. Read more and register.
Charge it, Junior! Should kids have a credit card?
Trying to build credit can be a challenge especially for young people. What can help you determine if your child is ready for a credit card.
Thanks for taking time to give us your feedback. We’ve paid it forward.
We had a 75% response rate to our call for client feedback and have made a $1000 donation to Health Care Network in Racine.
Career Asset Management question: What can I contribute?
Benchmarking your career asset does not only apply to your compensation. Being able to answer “what do I contribute” helps identify your value.
Health Insurance Before Medicare – Virtual Learning Event – Sept 29
Virtual Learning! This repeat learning event will help you learn more about health insurance options available to you before your Medicare age eligibility.
COVID-19: How we’re keeping you (and us) safe
Here are the steps we’re taking as we plan to reopen our office on July 6 for deliveries and paperwork pick-up/drop-offs. Meetings will continue to be held virtually (phone or video) until further notice.
Tax law changes impact required minimum distributions
Changes to required minimum distribution rules as the result of SECURE and CARES Acts may help retirees by relaxing some of the requirements.