We are Thankful for YOU!
BY Admin | December 3, 2021As we reflect back on the year, we are grateful for the challenges and growth that we all have gone through this year, our personal lives, business, and relationships have matured through education and increased understanding, sadness and sorrow, love, economic and financial changes. Through it all, we have each had marvelous and exciting experiences!…
New Capital Gains Tax Causing Money Shuffle
BY Kendal Blunck | December 1, 2021Many wealthy investors are selling their stocks, company shares and other capital gain assets to avoid some of the upcoming capital gains tax. Personal finance experts are taking a hard look at the new tax laws that are coming down the pipe across the country, especially in California or Washington and encouraging moves into other…
Women Need Life Insurance Too! Protect Loved Ones and Find Tax-Advantaged Savings
BY Admin | August 3, 2021By Harold Goldman Women now makeup nearly half of the workforce and are a more central part of a family’s income than ever, yet they are also consistently under-covered and under-funded when it comes to life insurance. According to a 2013 Pew research study, women are increasingly the primary breadwinners among American families. Four (4) in ten (10) American households…
Expert Interview Series: Phillip Christenson of Phillip James Financial About Retirement Financial Planning
BY Admin | July 27, 2021Phillip Christenson is a financial advisor and portfolio manager for Phillip James Financial, an independent fee-only financial planning company in Plymouth, Minnesota. He works personally with clients on wealth management issues and was recently named one of the Top 100 Financial Advisors by Investopedia. We had a chance to sit down with Phillip to hear his…
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