Joe Stover

12/31/2018

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12/20/2018

Christ the Savior is born. This is why we celebrate Christmas.

09/14/2018

Term of the Week
Hopefully this is not your idea about liquidity. Liquidity is simply having cash available or assets that can be quickly converted to cash to meet immediate or short-term needs.

09/04/2018

Quote of the week
If this is your mindset, maybe we can help you manage your goals better. Contact me for an appointment.

05/31/2018

We can help you develop a comprehensive plan that will not only establish goals, but prioritize and monitor your progress towards meeting those goals over time. Check out the video.

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

05/02/2018

http://www.myreliance.com/Should-You-Pay-Off-Debt-or-Save-for-Retirement%3F.c7160.htm

Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.

04/16/2018

Are you someone who would benefit by converting your traditional IRA to a Roth IRA? Contact me if you would like an analysis of your particular situation.

02/05/2018

The new tax law is effective for tax years 2018 through 2025. While none of the changes pertain to the tax return you are preparing now, it is important to review these changes so you can plan for the coming years. Contact me if you have any questions.

The new tax law is effective for tax years 2018 through 2025. While none of the changes pertain to the tax return you are preparing now, it is important to review these changes so you can plan for the coming years. Contact me if you have nay questions.

10/25/2017

Estate Planning is not just about being wealthy and minimizing taxes. More than 90% of us will not have a taxable estate. However, it is necessary for everyone to have these essential documents. Contact me if you have any questions.

Investment Management Retirement Planning Income Tax PlanningCash Flow ManagementDebt Management Education PlanningInsurance AnalysisSocial Security Analysis