posted on 7/8/2021
Many people have heard the term estate planning but most individuals will not do any form of estate planning even though it may provide a significant benefit.
posted by on 8/14/2019
Recruiting new hires can often feel like a never-ending process. While there are many perks your business can offer to help catch the interest of job seekers, there are few more paramount than the 401(k).
Maintaining a compliant benefits program while also keeping your employees' best interests at heart is not a simple task. Learn more about your fiduciary responsibility.
posted on 6/15/2018
Elder abuse is more prevalent than you think. Learn how you can prevent and protect yourself or your loved ones from becoming vulnerable.
posted on 11/4/2017
According to the Caregiver Action Network, more than 90 million Americans care for a loved one living with a disability, disease or experiencing reduced financial capability as a result of aging.
posted by James Thielen on 10/25/2017
Actively participate and consider the multiple of options available to you in considering your financial future and that of your family.
posted on 10/14/2017
With more than 120 million people across North America not possessing updated estate plans, Governor Kim Reynolds has declared October as Estate Planning Awareness Month.
posted by on 8/11/2017
The future of the federal state tax is uncertain. It has been a hot topic since the 2016 Presidential election because President Donald Trump has advocated a repeal of the tax.
posted by James Thielen on 2/1/2017
If you have found a charity that aligns with your passions, beliefs or values, consider establishing a Charitable Trust. There are two particular charitable trusts I will cover, one is a Charitable Remainder Trust and second, a Charitable Lead Trust.
posted by James Thielen on 1/30/2017
In 2016, the LSB Foundation made grants, gifts and contributions in excess of $164,000.00. Since our inception in 2005 we have given a total of $2.763 Million to groups and organizations in the markets we serve.