About Kristin Harad

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So far Kristin Harad has created 3 blog entries.

Save more in 2021: 6 opportunities for midlife professionals and business owners

By |2021-04-05T11:47:11-07:00February 26th, 2021|Blog, Business Owners, Financial planning tips and perspectives, Insurance, Personal Wealth|

As you reach certain midlife milestones, you gain opportunities to save more money, whether through tax-deferred vehicles or identifying key expenses where you may be overpaying.  Business owners also have a chance to bounce back from what may have been a slower year in 2020 with some favorable tax rules.  Which of these options [Read More]

Inflation’s effect on 2021 retirement contribution limits

By |2020-12-06T14:18:00-08:00December 4th, 2020|Blog, Business Owners, Fiduciary, Institutional, Personal Wealth|

The IRS released the dollar limits for 2021 qualified retirement plan contributions.  For 2021, employees’ and owners’ ability to defer compensation and invest for their future remains about the same as 2020. Because of low inflation, most of the common contribution levels were left unchanged, with defined contribution total dollar amounts (from employee and [Read More]

History lesson: election impact on the stock market

By |2020-10-16T14:55:19-07:00October 15th, 2020|Blog, Investment Management, Personal Wealth, Staying the course|

We’ve written before about uncertainty and the market volatility that often accompanies it, and we have experienced more than our share of both in 2020.  We know that these conditions can be beneficial for long-term investors, though it’s often hard to see this over the short-term.  Now, with the upcoming presidential election, new concerns [Read More]

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