We're All In!!

Rhonda Frank

Tuesday, December 6, 2022

We are all moved and settled into our new Jamestown office at 1285 N Main Street! The finishing touches have been completed on the interior of the building and in the Spring, we will be refinishing our parking lot along with new...

How is Your Tax Year Shaping Up?

Douglas L. Schutte, ChFC

Monday, September 27, 2021

Do you have questions related to your taxes and how it will effect you this year? Now is a good time to contact us with any concerns you may have regarding year-end tax planning as well as planning ahead for 2022.

First Day of Spring!

Luke J. Buehler

Tuesday, March 16, 2021

Spring begins Saturday, March 20! And soon the landscape will turn greener and the weather warmer. Perhaps you are already thinking about what you would like to do – the trips you could take, that new look for your yard or your...

Reminder to Complete 2020 IRA Contributions

Douglas L. Schutte, ChFC

Thursday, February 4, 2021

Now is the time to make final contributions to your IRA for 2020. Any contributions made before April 15, 2021, may mean an additional deduction or credit on your 2020 tax liability if you have not yet met the maximum contribution...

When, where and how should you retire? Hint: It's more than just putting money away into a savings account!