Don’t Miss Potential Property Tax Savings
Each year around the first of the year, our mailboxes receive a nice little green sheet of paper stating the assessed value of our homes. Our initial excitement to watch our home value grow is quickly sobered with the realization that with growth in value comes growth in property taxes. Before writing that check you […]
Navigating Student Loan Repayment Planning
One of my favorite projects to work on as a financial planner is to help a client create a savings strategy. For some that means starting their first job and determining how much they should put towards their 401(k) vs. their Health Savings account. For others that might mean determining the path of least resistance […]
Non-Traditional Insurance Alternatives for Small Business Owners
Insurance can be one of the larger fixed expenses within every Americans yearly budget. If you are a small business owner you will also be painfully aware of the cost of Worker’s Comp insurance. For industries that are considered high risk, this might mean an additional 15 cents on the dollar of wage expense you […]
Meet Our Newest Team Member – Sadie Bjornsen Maubet
