by Thomas Dettre | May 28, 2016 | Monthly Tips
Estate Planning Basics By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Estate...
by Thomas Dettre | Apr 25, 2016 | Monthly Tips
*There is no assurance that working with a financial professional will improve investment results. Common financial goals · Saving and investing for retirement · Saving and investing for college · Establishing an emergency fund · ...
by Thomas Dettre | Dec 16, 2015 | Monthly Tips
2015 Year-End Tax Planning Basics December 14, 2015 The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now, while there’s still time to affect your bottom line for the 2015 tax year....
by Thomas Dettre | Feb 2, 2015 | Monthly Tips
February 02, 2015 Record Retention: Deciding Which Financial Records to Keep Keep critical documents and records safe and secure but accessible in a time of need Certain documents and records are too important to retain in an ordinary file drawer. Fortunately, they...
by Thomas Dettre | Jan 13, 2015 | Monthly Tips
New Legislation Extends Popular Tax Provisions In one of its final actions, the 113th Congress passed the Tax Increase Prevention Act of 2014. This legislation extends for one year a host of popular tax provisions (commonly referred to as “tax extenders”)...
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...
