Jennifer Carlson, an estate planning attorney, will be speaking at our next client event on Thursday, April 7, at 7:00 p.m. at our office at 533 S. Main St. in Council Bluffs. Mrs. Carlson’s presentation will answer these estate-related questions: What happens when a person dies? What does the post-death administration of a revocable trust look
Click on the “About Us“ tab of our website to learn more about our firm. Compile your vital personal documents and information about your financial accounts. Jot down any questions you may have related to your retirement planning, your tax issues, and/or how we take care of our clients. Call us to schedule a discovery meeting with
Here are several guidelines about protecting the assets in your accounts at *Charles Schwab & Co., Inc. (“Schwab”): 1. Check out the SchwabSafe® material (available at the bottom of the web page) when you log in to your account(s) at Schwaballiance.com. 2. An email from Schwab will never ask you for your personal financial information.
If you receive a letter from the IRS regarding the recent IRS data breach, we urge you to contact your advisory firm right away. With the IRS now saying that thieves actually breached 334,000 taxpayer accounts – not 100,000 as the agency stated in May – you may have concerns about your financial information being
Research has shown that older Americans who volunteer frequently live longer and report less disability. According to data from the Corporation for National and Community Service, 18.7 million older adults – more than a quarter of those 55 and older – contributed on average more than three billion hours of service in their communities per year
Check out the two ways for you to look at your *Charles Schwab account through our website. First, when you click “View Account” at the bottom of our home page, it takes you to a page where you can “Click Here to View Your Charles Schwab Account.” Then you can proceed with your login credentials for
Here’s a recap of a situation we had with one of our clients about the online security of his account. He called our office regarding a strange toll-free phone number (888-999-4512) that had popped up when he had attempted to access his account online with *Charles Schwab & Co., Inc. (“Schwab”). With all the potential
What are the most critical pieces of personal information for you to compile and organize? Jennifer Carlson, an estate planning attorney with the Stuart Tinley Law Firm in Council Bluffs, explains that one of the most caring things you can do for your loved ones is to prepare a portfolio of your important documents. This is