Trusts: What Are They?
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn What is a trust? A trust is a legal entity that is created when […]
Wealth Due to Inheritance: What Is It?
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn If you’re the beneficiary of a large inheritance, you may find yourself suddenly wealthy. […]
Tax Prep Checklist: Everything You Need to be Ready for Tax Season
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Regardless of whether you prepare your taxes yourself or use a professional’s services, it’s […]
Your Financial Fresh Start: 12 Resolutions in 12 Months
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Change may be difficult, especially when you try to change your financial habits. The […]
A Look at Tax Planning for Retirement
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn After years of saving and planning for their golden years, many people nearing retirement […]
7 Retirement Considerations: Thoughts From A Financial Professional
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn When helping people get ready for retirement, financial professionals find the same issues come […]
New Year, New Goals: Your Countdown to Financial Health
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn For many people, a new year provides a new start—and nothing says “new start” […]
The 12 Days of Year-End Planning: Things to Consider Going Into The New Year
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn At the end of the year, it is necessary to reflect on your financial […]
What’s The Charitable Donation? An Economist Explains
By Patrick Rooney Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn The charitable deduction is a dollar-for-dollar reduction in taxable income that lowers what someone owes […]
Appropriate Checklists for Year-End Tax Planning
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to […]
