Category: Personal Financial Planning

The Recently Passed CARES Act Provides Taxpayers with Economic Relief

Below we have summarized some of the key points for individual taxpayers: Special Rules for Use of Retirement Funds The CARES act has defined special provisions for…

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Retirement Plans for Small Businesses

By Liang Zhao, CPA, MSA, CMA, Senior Accountant, Falco Sult As a small business owner or a sole proprietor, you have many more options when it comes…

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The Long-Term Care Trust Act: The Country’s First State Program to Help Pay for Long-term Care

By Tina Keller, Staff Accountant, Falco Sult In April 2019, Washington state made history by passing the country’s first state program to help pay for long-term care.…

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Tax-favored College Savings Plans: Finding One That Works for You

By Josie Parkhurst, Staff Accountant, Falco Sult If you have young children, the cost of college education may not yet be at the top of your priority…

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Financial Planning Starts With a Clear Vision for the Future

By Bryan Kettel, CEO, CFP®, ChFC, CLU and Chris Cahoon, CFP®, Strategic Planning Partners Financial planning starts by developing a comprehensive “discovery snapshop” of your current financial…

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