by Peter Gutekunst | Oct 11, 2021 | Financial & Estate Planning, Retirement Planning
Charitable giving, at its core, is a way for people to support the causes and organizations nearest to their heart. Beyond that, it is also an important part of your estate and financial planning process as it counts towards deductions come time to file your...
by Peter Gutekunst | Sep 28, 2021 | Financial & Estate Planning, Retirement Planning
Usually when we talk about income tax, we are referring to our earned income throughout the year—paychecks, commissions, bonuses, etc. It is easy to forget that income or more appropriately, capital gain tax must also be taken into account when talking about a gain or...
by Peter Gutekunst | Sep 14, 2021 | Financial & Estate Planning, Retirement Planning
As the foundation of most individual’s retirement income, Social Security and the future of the program has become a large focus for news outlets and politicians alike. The debates surrounding the need for reform range from a few adjustments to a complete overhaul or...
by Peter Gutekunst | Jun 23, 2021 | Financial & Estate Planning, Retirement Planning
When it comes to IRA’s and 401(k)’s we often talk about the similarities they share in saving for your retirement. While both our retirement plans geared to set aside tax-deferred money to grow for future income there are also many differences between the two....
by Peter Gutekunst | Mar 29, 2021 | Financial & Estate Planning, Retirement Planning
If you picture your journey through the work force to your retirement as a marathon, the finish line is electing your Social Security benefits. Social Security, for many individuals, is the core of their retirement income. Maximizing this income is therefore...
by Peter Gutekunst | Jan 27, 2021 | College Planning, Financial & Estate Planning, Retirement Planning
Two of the largest milestones in life are your college career and your retirement. These are not just huge in terms of being major accomplishments but also in being some of the costliest times. For those whose college experience was made easier by a parent shouldering...