Saturday | August 7, 2021
It’s August! As families, individuals, and organizations, a lot of planning happens in August. Perhaps you are planning for a new school year. Or maybe your church is planning a fall kick-off event. So it is appropriate that during the month of August we will be focusing on the 8thstep on the Stewardship Well Done Journey – PLAN. Step 8 is about engaging a professional for financial planning and investment management. You have put so much time and effort into steps 1-7 and don’t want to lose any traction! Meeting with a financial planner can help you pull it all together. In addition to making sure your assets are invested wisely for your goals, they can help make sure you are on track for retirement, have planned adequately for loss of life or income, and address your unique questions and circumstances.
We often hear from clients that their financial planner has helped bring them comfort and peace of mind. They are grateful to have a professional on their financial team to help them “stay the course” and avoid making emotional decisions. They find freedom in having a holistic understanding of their financial life and how it affects those they love most.
We invite you to view the brief video above about PLANNING. If you are ready to engage with a financial planner, please contact us today!
FINANCES
SAVVY LIVING
What to Ponder Before Remarrying Later in Life
What types of financial or legal snags should I be aware of when considering remarriage? I am 62 years old and have been seeing a nice man for about a year. We have been talking about getting married, but I want to make sure I understand all the possible…
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PERSONAL PLANNER
Planning with a Serious Illness
If at some point in life you have a serious illness, there are a number of planning options that should be considered. With a serious illness, there are emotional, physical and mental challenges.
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WASHINGTON NEWS
Taxpayers Receive Unemployment Compensation Refunds
On July 28, 2021, the Internal Revenue Service announced it is continuing to distribute refunds for previously taxed unemployment compensation. The American Rescue Plan Act of 2021 excluded up to $10,200 of 2020 unemployment compensation payments from taxable…
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DONOR STORY
Property Turns Into Income
Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.
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Content from Crescendo Interactive.
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We believe that with effective counsel and financial management, each person can multiply the impact of the resources entrusted to their care.
Hours
Monday: 8:00am – 5:00pm
Tuesday: 8:00am – 5:00pm
Wednesday: 8:00am – 5:00pm
Thursday: 8:00am – 5:00pm
Friday: 8:00am – 4:00pm
Saturday: Closed
Sunday: Closed