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...
