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Blog

Kolleen Schocke | Apr 25, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Kolleen Schocke | Apr 8, 2022

Managing Emotions and Expectations during Market Uncertainty

What if we told you that the key to sound and quality investing is learning how to keep it cool when the market is in turmoil?
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Kolleen Schocke | Mar 18, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Kolleen Schocke | Mar 11, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Kolleen Schocke | Mar 4, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Kolleen Schocke | Dec 20, 2021

Unwrap A Holiday Free Of Financial Stress

Personal Finance

The stockings have been hung, candles lit, lights strung, and carols sung when the financial stress begins to peek behind the corners of brown paper packages

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Kolleen Schocke | Dec 13, 2021

Top Strategies For Charitable Giving

Finance
Tax Planning

We all have certain causes that we choose to support monetarily. In fact, in 2020, Americans gave more than ever to charities that supported COVID-19 relief and

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Kolleen Schocke | Dec 6, 2021

Smart Gifting Strategies That Pack Rewards Beyond Tax Benefits

Personal Finance

Few things in life are more fulfilling than witnessing your legacy in action. These gifting strategies not only offer tax benefits but also show the fruits of a

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Kolleen Schocke | Nov 29, 2021

Is a QCD or Mega QCD part of your holiday gifting plan?

Charitable Giving
Personal Finance

As we enter the season of giving and gratitude, people begin to shift focus to charities, helping their neighbors, and local communities. For charitably

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Kolleen Schocke | Nov 23, 2021

7 Questions to Ask Your CPA Before Year-End

Given the complex tax situation many high-income earners face, it’s a good idea to start tax planning in the fall while there is still time to make adjustments
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Kolleen Schocke | Nov 16, 2021

Year-End Tax Planning Begins Now

Tax Planning

With the holiday season looming, it’s not too soon to start your year-end tax planning. One of the consequences of achieving financial success is that what was

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Kolleen Schocke | Nov 8, 2021

Medicare 2021: Here’s What You Need to Know

Medicare
Personal Finance

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare

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