by Thomas Dettre | Jan 13, 2015 | Monthly Tips
Season’s Greetings to all! With the end of the year quickly approaching, it is important for many people to focus on year-end tax planning. It may be possible to significantly impact your 2014 tax situation by taking certain actions before the end of the year....
by Thomas Dettre | Nov 18, 2014 | Monthly Tips
Greetings all, I hope everyone is doing well, and successfully navigating the change of seasons. Hard to believe the holidays will be here soon! Another indication of the season is an open enrollment period for many people to select benefits for next...
by Thomas Dettre | Oct 23, 2014 | Monthly Tips
Greetings All, I have had a number of questions from clients and others recently regarding insurance, particularly liability coverage options. The basic way most people obtain personal liability protection is through homeowners and auto insurance policies. However,...
by Thomas Dettre | Sep 24, 2014 | Monthly Tips
Greetings, and happy Autumnal Equinox! With day and night at equal length, it’s a great time to think about balance in our lives – balance of work and play, balance of activity and rest, or balance in any other aspect of our lives. Are you feeling out of...
by Thomas Dettre | Aug 27, 2014 | Monthly Tips
Greetings! I hope everyone has been able to enjoy the great summer weather. I am pleased to share this month’s financial planning tips topic: Should You Pay Off Your Mortgage or Invest? This is a common question, with no single black or white answer, and many...
by Thomas Dettre | Jun 20, 2014 | Monthly Tips
Greetings, and Happy Summer Solstice! I hope everyone has been able to enjoy the nicer weather. I am pleased to share this month’s financial planning tips topic: Systematic Savings to Establish or Increase Cash Reserves Developing savings discipline is vitally...
by Thomas Dettre | May 1, 2014 | Monthly Tips
Retirement Plan Options There are a variety of retirement plan options available for small business owners and self-employed folks. Each one has its own set of rules. Which option someone picks, and how a particular plan is utilized, can make a big difference in...
by Thomas Dettre | Mar 1, 2014 | Monthly Tips
Last Minute Tax Planning Tips Greetings, and Happy Spring (sort of) to everyone! Someday in the hopefully not-too-distant future, the temperature will rise above freezing, snow will melt, flowers will bloom… But in the meantime, I am pleased to share my Financial...
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