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View downloadable guides, information, and resources.

Contribution Limits and Tax Reference Guide

Nobody wants to be surprised when tax time rolls around. It’s important to keep in mind your contribution limits and federal tax bracket as you plan out your 2021 financial year. Download this handy reference tool to use which includes a quick summary of: Tax advantaged accounts, Education accounts and, Federal tax brackets.

The Math Behind Riskalyze

Amounts make all the difference. Humans are not programmed to simply “play the odds.” When offered a 50-50 bet with a $1 million payoff most people would not pay $300,000 to play the game. Yet, change the game’s payoff to $10 for $3 at risk and many would not hesitate to play.

Age, Markets, and Personality

Investors come to independent advisors for unbiased and personal financial guidance, and while generalizations can steer conversations in the right direction to begin, relying on stereotypes is never a recipe for providing the best advice.

Recruiting: Staying One Step Ahead of the Competition

Whether you run a small, family–owned business or a large company, attracting and retaining key employees is challenging in today's economy. Businesses often compete for skilled and talented employees in the same way they compete for a customer's business. So, how can your business set itself apart with top performers?

10 Tips for Small Biz Owners

Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise. Here are 10 tips to follow in weighing a small business owner’s financial plan.

Private Foundations - Beyond Traditional Charitable Giving

For many affluent individuals, occasional gifts to a favorite charity may satisfy their charitable inclinations. For some individuals, philanthropy is a far more serious endeavor, and a private foundation can be an ideal mechanism for managing a large, continuous charitable giving program.

ABC's of Investing for College

Regardless of your planning horizon, a well-diversified portfolio will help you spread your investment risk. As your child nears college age, consider reducing your stock holdings and shifting the funds into short-term bonds or fixed-income securities that will mature when tuition is due.
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Investment advisory services offered through Laurel Wealth Advisors, Inc., a Registered Investment Adviser. Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC. The information on this website has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority; registration as an Investment Adviser does not imply a certain level of skill or training. Please refer to “Important Disclosures & Disclaimers” for additional details. Strong Valley Wealth & Pension, LLC offers some securities through M.S. Howells & Co. Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Strong Valley Wealth & Pension.