Recent News and Articles
Planning for College with Cozy Wittman
Parker G. Trasborg, CFP®, hosts Cozy Wittman to discuss how to plan for college.
Qualified Charitable Distributions (QCDs)
Jessica Ness and Parker Trasborg discuss the benefits of using Qualified Charitable Distributions (QCDs) from IRA accounts to do charitable giving.
Phoenix Rising – Lessons Learned From 2020
Last year’s extreme market fluctuations provided an interesting case study in the benefits of asset diversification. While the market in general ended with solid gains for the year, few expected that to be the case.
Tax Time FAQs
Here are some helpful links and dates for the 2020 tax year as well as answers to some frequently asked questions.
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