by Ashlee Desteiger | Nov 30, 2020 | Technical Topics
Don’t Let Year-End Tax Planning Get You Down! So maybe taxes aren’t exactly at the top of your list. But remember, don’t implement these strategies solely for tax purposes – year-end tax planning is part of holistic financial planning. Furthermore, with...
by Ashlee Desteiger | Oct 28, 2020 | Technical Topics
Do You Have A Diversified Investment Portfolio? What Else Should You Consider? Does the term “investment diversification” make you want to skip this read? If so, all the more reason to continue! The diversification inherent in your investment portfolio heavily...
by Ashlee Desteiger | Jul 28, 2020 | Technical Topics
My answer to this: it depends. If someone relies on you economically, then you need insurance. But do you select a term or a permanent policy? When you hear advisors and agents suggesting that you “invest” in life insurance, they are referring to the cash-value...
by Ashlee Desteiger | Jun 24, 2020 | Technical Topics
Let’s start with a couple of questions: Do you have employer stock in your 401(k)? Is that stock highly appreciated? If yes, do you ever wonder what happens to it when you leave? Are you aware of special tax treatment on the stock? Read on to make sure you’re...
by Ashlee Desteiger | Nov 22, 2019 | Technical Topics
Here are the top 5 questions I get asked the most: 1. What’s your best career advice? Invest. Invest in yourself, your family, your career. While I can’t help you directly with those items, I can help you indirectly by investing in the market. Is it risky? It can...
by Ashlee Desteiger | Oct 29, 2019 | Technical Topics
Don’t freak out! This list of items to consider before year-end isn’t meant to be overwhelming, intimidating, or confusing. If you’re anything like me, time seems to go by faster every year, and these last two months are no exception. These ideas may be old...
