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Using Your Tax Refund for Retirement Financial Planning

The tax filing deadline was delayed for three months in 2020 due to the coronavirus pandemic. As a result, many of those who filed their taxes in July have recently received their income tax refunds. A tax refund can feel like a windfall, and many pe… Read More

Is Now a Good Time to Refinance My Mortgage?

The coronavirus pandemic has wrought havoc not only with people’s health and day-to-day lives, but with their finances. Some people are looking for a financial silver lining to this dark cloud in the form of a mortgage refinance. With a recent drop… Read More

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Ted is an excellent attorney, He is very successful because of his knowledge and because he focuses on his clients needs. I am very impressed with the Planning he has accomplished for families with large farm holdings. He is the one I would call for… Read More
– Jim Swain, Owner, Swain Law Firm

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