Plus Three Other Key Considerations If you’ve received a windfall in the form of an inheritance, you might be surprised at the emotional aspect of the news. Being involved in an inheritance means many decisions, and investing an inheritance can be a complicated...
Month: December 2018
Have You Made These Common (But Lesser-Known) Missteps When Planning for Retirement?
Surprise. There is a fair amount of complexity associated with retiring. Sometimes there are feelings of genuine confusion over “what’s next?” For many retirees, it can take several months or a year (or more) to find a new and meaningful routine. For others, a big...
Why Are we Thankful to be in the Midwest?
Many of our team at Lawson Kroeker have experience at big investment firms, located in bigger cities. Why have many returned to the Midwest? While each Chartered Financial Analyst at Lawson Kroeker may offer a slightly different answer to that question, many of the...
How Charitable Donations Through an IRA Can Impact Taxes and Investing … Are You Familiar with These Tax Changes Toward Charitable Donations?
Changes in determining who will include itemized deductions on their tax returns will affect millions this tax year. The Tax Cut and Jobs Act of 2017 is expected to drastically reduce the number of people enjoying tax savings related to their charitable donations,...