All my life I have been a planner. My Franklin Covey Planner was known as “my life” starting at the age of 14, when I literally scheduled my days down to the minute. If I
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The Peaceful Planner – A hero who helps clients see the humanity in the numbers My mom is a nurse, and my dad was a helicopter mechanic, so they’ve always served, and so it was
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As 2020 closes on one of the most transformative years for our country, can we agree that not much has gone as any of us planned? For just about everyone, life and any intentions we
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The I.R.S. is giving you three additional months to file and pay. Provided by Triangle Financial Services, Kendra Erkamaa, Lindsey Taylor, and Jessica Dillon The Internal Revenue Service knows that many taxpayers have had a
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Jamie Hopkins Contributor Retirement Director of Retirement Research and Managing Director of Carson Coaching Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money
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Kathryn Towner, president and owner of WinCommunications, and Kendra Erkamaa, CEO and owner of Triangle Financial Services, have been selected to lead NAWBO Iowa as co-presidents of the organization’s 2018-19 board of directors. The two
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