Newsletter & Additional Information

Provided By Gigi Laverge

Tax Prep Checklist

Check out this checklist for a general guide of what to gather as you prepare to complete your 2021 taxes

Tri Planning

2021 Year's End Newsletter

As we wrap up the 2021 year, let's go over Three Ways to Play Defense in Your Stock Portfolio, what turning 65 has to do with Medicare, and Tax Tuesday at Valwood Park, FCU.

Quick Update

Password hacking is on the rise. And don't forget tax season is right around the corner!

Have 5 years or less to retire?

Here are 5 things to do now. It's never too late to start building!

Robo-Advisors vs. Human Financial Professionals

If an investor chooses a non-human financial advisor, what price could they end up paying?

Efficient Tax Strategies & important tax birthdays

Tax efficiency is the measure of how much an investment’s return you keep after taxes. Knowing your tax bracket is a good starting point, however today’s tax code is quite complex. Click below to learn about 3 major strategies that investors should consider as well as important tax birthdays.


Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there's no foolproof way to handle the ups and downs of the stock market, the following common-sense tips can help.

10 Roth IRA Strategies to hedge the risk of higher taxes

The current tax environment and potential for higher tax rates in the future create an opportunity for tax-smart planning.

Investing with Confidence

In a time when many unscrupulous individuals are looking for opportunities to defraud investors, it is more important than ever to be educated in the potential dangers.