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Starting Simple Thumbnail

Starting Simple

Every topic seems to share the spotlight when a new year comes around.  Whether that is Health and Wellness, Politics, Organization, Planning, Goal Setting, Fresh Starts, these seem to take turns being center stage in January.  It is easy to lose focus or become overwhelmed by our culture's vast resources to help each person improve.    The last thing we want to do is add to the noise, and instead of extensive life-altering projected plans - let us stick to something simple.  Taxes.  Ha Ha!  Below are just a couple of manageable terms to get you started. 

1.    CPA’s

We partner with our clients and help in any way we can, but some things are a perfect fit for a CPA (Certified Public Accountant).  Great news - we love working with CPA's!  Adding your trusted CPA to your records is a great start, or you can simply give us their contact information and we can do the rest.  

2.    RMD’s

If you are a certain age (72 currently and 70 ½ if you reach 70 ½ before January 1, 2020), our government requires you to pull a certain amount out of your Retirement account/s (IRA, SEP-IRA, SIMPLE IRA, Roth IRAs do not require withdrawals until after the death of the owner) each year these are called Required Minimum Distributions or RMD’s for short.  We can help you determine how much that is, and if you would like that to come to you in one lump sum or stretched over monthly payments that year.  

3.    1099’s

These are fun tax documents that report distribution or income that clients have received the previous year. We have a schedule of when they will be available, so give us a call or email and we can let you know when those will be ready.  

From the well-versed tax aficionado to an inexperienced rookie, we are here and ready to team up and provide a helping hand.  Reach out to us anytime by phone, email, through our website or, Facebook messenger.  


Zach Bromley


Shane Adkins

Partner | Financial Advisor

Jay Cole


Kelly Behl


Rachel Carter