Resources
5 Key Decisions of Estate Planning
No one wants to think about what happens when you're no longer here -- especially if you're younger, still have kids at home and are in the process of building your career. You might think estate planning is only for older people who are closer to the end of their...
Understanding Traditional IRA Withdrawal Rules
An important part of retirement planning is understanding the rules the IRS sets in relation to traditional IRAs. These traditional IRA withdrawal rules exist in an effort on part of the government to make sure IRA money is used specifically for one’s retirement....
7 Reasons Why You’re in Debt Up To Your Eyeballs
If yours is one of the 80% of American families that hold some form of debt, you're at risk of finding yourself on the slippery slope toward being eyeball-high in debt with little hope of ever digging yourself out. A good way to avoid this kind of financial...
What Do Americans Do With Their Tax Refund?
Tax refunds: While many taxpayers are not looking forward to a refund, there are millions who will get this windfall in 2017. During 2016, the average refund was $2,860 and a recent survey suggested this year the numbers may be similar. However, what may surprise you...
Is Obamacare in a Death Spiral? The Latest News May Suggest It
With the election past us things are not looking well for The Affordable Health Care Act (AHCA), or Obamacare if you are so inclined to call it. President Trump has been working on some new legislation concerning the bill, and these may yet hasten the inevitable death...
A Common Misconception About Active Wealth Management
For decades, the average American has used mutual funds to grow their money. The typical mutual fund is "actively managed", which is a great selling point for the fund. Most people think active management will maximize growth when markets are going up, and minimize,...
401(k) Plan Creators Admit They Regret their Contribution to Financial Retirement Planning
When most of us think of retirement, we instantly think of 401(k) plans. However, new data presented in a Wall Street Journal article entitled, "The Champions of the 401(k) Lament the Revolution they Started," suggests that 401(k) plans don't offer as much financial...
Creating A Holistic Retirement Plan: 8 Core Ideas to Retirement Income Planning
8 Core Ideas to Retirement Income Planning Planning for your future can seem difficult. The options are endless, from 401(k)s and Keogh Plans to SEP and Roth IRAs. We, at TetonPines Financial, use a multi-tiered approach to providing our clients with an effective...
How Trump’s Border Tax Threat Could Affect You
President-elect Donald Trump has made news recently with his statements about a "border tax" on U.S. companies. There is a great deal of uncertainty about whether such a tax could or would be implemented, as well as its impact. Here are some questions and answers...
Your 2017 Money Checklist
Wouldn’t it help you to feel in control of your finances if you started 2017 with a plan for being fiscally organized? This year, instead of allowing the financial winds to take you where they may, plan out your year with a money checklist.