James Schaefer - Financial Advisor - CHFC, CLU

Tax efficiency is one of the keys to making your money go further. Let’s have a conversation about how we can make this work for you.

Here's How Different Types of Retirement Savings Are Taxed In retirement, you’re likely to generate income from a variety of sources, many of which get different tax treatments. We break down how different types of retirement savings are taxed.

Reach out if you have questions about how the recent IRS changes may affect your financial plan.

How Will Recent Tax-Law Changes Impact Your Tax Returns This Year? The IRS says tax-law updates for the 2022 tax year could mean smaller-than-usual refunds for most taxpayers. Here are the biggest changes you need to know about.

Take our quiz to find out.

Are Your Finances Ready for Your First Child? Your first child changes your life in the most amazing ways. But it also changes your finances. Are your finances ready for a baby? Take our quiz to find out.