2020 Newsletters & Events

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3rd Edition 2020 - Its Has Been A Heck Of A Year

It's safe to say that 2020 has been a doozy. Here are some positives you may have missed. Also included, a few points about the CARES Act and your RMD you should know.
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2nd Edition 2020 - Nonprofit Giving

How do you choose the "right" charity? We've reviewed eight popular sites, broken them down into categories, and given you the goods on how they rate the charities listed on each site. Additionally, find important updates about the CARES Act.

CollegeChoice 529 e-Learning Event Recording

Indiana’s own 529 college savings plan can help your children and grandchildren save for college. Phillip Waddles of Ascensus was live to answer questions about 529s.
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1st Edition 2020 - The Secure Act

In December of last year, the Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law. There are a few points in this Act that are more likely to impact you. This is by no means the full scope of the Act, but the items we feel most relevant to our clients.

2019 Newsletters

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3rd Edition 2019 - Your Digital Estate: Planning for Your Digital Assets

Digital trends have vastly changed where and how we access and store information. This digitization has only complicated estate issues. Here are some tips on managing your digital world.
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2nd Edition 2019 - When was the last time you updated your beneficiaries & Airbnb

Tips and facts about your beneficiaries.

What's an Airbnb and why you might want to try it on your next vacation.

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1st Edition 2019 - Have You Had Your Financial Check-Up & Robocalls

The more we talk, the more prepared we can help you be for anything and everything life sends your way.

Tips to help avoid scammers and spammers on your phone.