Skip to main content

Blog

Tax Data Gathering

What data should you have available for filing your 2022 taxes?
View More

New Year Considerations

The start of a new year provides the opportunity to update your financial plan and goals. We've broken down a few items that may be helpful to consider.
View More

2023 Important Numbers

With the start of a new year comes updates to many important numbers - contribution limits for retirement accounts and Health Savings Accounts, gift exemption limits, as well as the wage base for Social Security taxes.
View More

Financial Insights - Dollar Cost Averaging

Victor Hicks interview with Sandra Kerr regarding dollar cost averaging.
View More

401(k) Insights - Inflation Concerns for Employees

Sandra Kerr interview with Victor Hicks regarding inflation's impact on employees.
View More

Reading, Writing, Inflation, Oh My!

Victor Hicks interview with Sandra Kerr and Rhoda Woods regarding inflation's impact on the Back to School 2022 season.
View More

Sandra Kerr Interview - April 2022 HSAs

Sandra Kerr April 2022 interview regarding Health Savings Accounts (HSAs).
View More

Victor Hicks Interview - April 2022 Inflation and Unemployment

Victor Hicks April 2022 interview regarding unemployment and current inflation.
View More
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck