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John and Laura Stohlman

Recent Posts

3 Retirement Questions Federal Employees Should be Asking Now

3 Retirement Questions Federal Employees Should be Asking Now

Making the transition from the workforce to retirement is a big decision. After years of service, you are close to settling into a more comfortable and less stressful, and demanding lifestyle. As[…]

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4 Reasons to Consider an Age 59 ½ In-Service Withdrawal

4 Reasons to Consider an Age 59 ½ In-Service Withdrawal

An under-used and misunderstood strategy that can help you preserve your assets while managing risks associated with investing. Let us review a few of the basics of the “age 59 ½ in-service[…]

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The Importance of Estate Planning in 2021: Part 3-Leaving a Legacy

The Importance of Estate Planning in 2021: Part 3-Leaving a Legacy

Striving for Peace in Uncertain Times We have attended many industry seminars and conferences and we always enjoy a good motivational speaker. One that really sticks with us is Dr. Jerry Linenger,[…]

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The 2021 Updates for Required Minimum Distributions

The 2021 Updates for Required Minimum Distributions

RMD Requirements for 2021 are back  In March of 2020, the Coronavirus Aid, Relief, and Economic Security Act (also known as the CARES Act) waived the RMD requirements for 2020 for most taxpayers.[…]

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The Importance of Estate Planning in 2021: Part 2-Wills and Trusts

The Importance of Estate Planning in 2021: Part 2-Wills and Trusts

Striving for Peace in Uncertain Times We are living in uncertain times: the pandemic, a new administration and congress, with many parts of the economy struggling. There is a tone of worry and[…]

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The Importance of Estate Planning in 2021: Part 1-Living Issues

The Importance of Estate Planning in 2021: Part 1-Living Issues

Striving for Peace in Uncertain Times We are living in uncertain times. Currently, we are approaching the one-year anniversary of the COVID-19 pandemic’s introduction to the US. Many of us know a[…]

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Estate and Death Taxes Proposal, More People Affected

Estate and Death Taxes Proposal, More People Affected

The new administration has made their tax priorities clear. They would like to return taxes to the prior levels. One of the most significant changes could affect the tax at transfer of the assets[…]

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Biden’s Proposals for Higher Taxes

Biden’s Proposals for Higher Taxes

During the presidential campaign Joe Biden made his tax priorities clear: He wants to eliminate the tax cuts of the Trump-era leading to higher taxes on corporations and the “rich.” With the[…]

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