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Breaking Down Life Insurance

Hey everyone, Lance Elrod with Next Step Financial Transitions. Today, I wanted to talk to you a little bit about life insurance – I know it’s something that most people don’t like to or even enjoy talking about, but let’s face it, we’re not all invincible! So, there is a need to protect; protect not only yourself but protect your family as well.

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4 Year-End Tax Considerations

Thanksgiving is next week, there’s already Christmas music on the radio, and Christmas and New Year’s are only a hop, skip, and a jump away, which means the end of the year is fast approaching! That also means the end of the 2021 Tax Year is fast approaching. So, we’ve got four year-end tax considerations for you to consider.

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How to Start Giving

We are about to enter the Holidays and so I thought it was a good opportunity to hone in on giving; how we can build giving into our budget, how we identify where to give, and the tax benefits of giving.

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