cathybaker 0 ArticlesFront Page January 15, 2021 Tax Tips for Charitable Donations Charitable giving is a great way to support the causes you care about while also…Read More
cathybaker 0 ArticlesFront PageNest Egg January 1, 2021 The Nest Egg: Volume 19, Issue 1 How to Make a Wealth Transfer Plan Click here for a downloadable copy: January-2021-Nest-Egg-Volume-19-Issue-1DownloadRead More
cathybaker 0 ArticlesFront Page December 11, 2020 Creating a Successful Business Succession Plan An exit strategy helps business owners ensure the long-term success of their company A good…Read More
cathybaker 0 ArticlesFront Page November 10, 2020 The Importance of Long Term Care Planning Long-term care coverage can fill in the gaps other health care insurance leaves behind. Long-term…Read More
cathybaker 0 EventsFront Page October 29, 2020 Ozarks Food Harvest FUND Drive Our Annual Food Drive will look a little different this year, but we believe that…Read More
cathybaker 0 ArticlesFront PageNest Egg October 1, 2020 The Nest Egg: October 2020 How to Protect Yourself form Identity TheftOnline banking and electronic payment options offer consumers unprecedented…Read More
cathybaker 0 ArticlesFront Page September 23, 2020 Understanding Retirement Income Tax When you retire, you’ll likely draw your income from several sources—such as retirement accounts, taxable…Read More
cathybaker 0 ArticlesFront PageNest Egg June 30, 2020 The Nest Egg: Volume 18 Issue 3 Your IRA and Your LEGACY Individual retirement accounts (IRA) are a cornerstone of many people’s…Read More
cathybaker 0 ArticlesFront Page May 18, 2020 Leave a Lasting Legacy: Consider Your Impact on the World Although there is a significant financial component to leaving a lasting legacy, it encompasses so…Read More
cathybaker 0 ArticlesFront Page May 4, 2020 The CARES Act Overview Click the Download button to read an overview of the 2020 CARES Act. Sections Include:…Read More