Latest News

Watch Out for Fraud This Holiday Season November 19, 2021

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60 Day Rollover Rule – What You Need to Know November 1, 2021

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Mixed Signals on Inflation September 29, 2021

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5 Ways a Roth IRA Can Help Minimize Your Taxes in Retirement August 4, 2021

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Spotting Credit Trouble July 23, 2021

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How Much are you Contributing to Your Retirement? May 28, 2021

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Getting a Head Start on College Savings May 3, 2021

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Rebalancing Your Portfolio April 12, 2021

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Pay Yourself First March 4, 2021

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Preparing For Tax Season February 4, 2021

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6 Tips to Prevent Fraud

paying online with a credit card

6 Tips to Prevent Fraud Fraud is on the rise, but you can protect yourself! As a society, we have come very far in the last 50 years. As we look at the world today we have gas-less cars, smartphones, high powered laptops, artificial intelligence, smart homes, fingerprint and facial recognition and so much more. […]

Talking Finances with your Adult Children

3 young men

Talking Finances with your Adult Children Many of my clients have asked for helpful tips they can share with their adult children on managing finances, estate planning, and particularly, what they need to know as beneficiaries. I know these conversations can be difficult to initiate, both for parents and children, and want to provide you […]

Earth Day, every day

Young woman enjoying nature, arms raised

Did you celebrate Earth Day this year? It is the time to plant more trees and think about ways we can cut down on our own footprint on our planet. Earth Day is an annual event celebrated on April 22nd and was first celebrated in 1970. Worldwide it is celebrated in more than 193 countries […]

Market Volatility: 3 Steps to Keeping Calm

stocks

It is well known that the stock market goes up, and the stock market goes down, but investors are supposed to keep their wits about them and focus on their long-term goals and hold steady.  But it can be hard to sit idly by and watch volatility in the markets—and in your portfolio—without thinking this […]

The Marvelous Marla

Marla 15 year tenure

Meet Marla. In April, she has worked at Great Basin Federal Credit Union for 15 years! We asked her to take a minute out of her busy day as Internal Audit Manager to tell us all a little about herself. Favorite movie: White Christmas – I watch it every year. Where do you see yourself […]

 

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