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April 2020 Newsletter

A Special "Thanks" To Our Clients That Referred Others To Us This Month!



Hot Topic

Make Tax Season a Little Easier

Tax season is many things to many people — particularly their accounts. But one thing you rarely hear tax season called is “easy.”

A recent article is hoping to make the season a little easier.¹ Here are a few of the things that you can draw inspiration from.

Continue Reading Here



The Original One Liner²

Before Ma Bell came to town, and long before DSL, it was barbed wire, of all things, that brought rural communities together. A Sears telephone hooked up to barbed wire—miles of which were already conveniently strung along fences—connected far-flung ranches in the recently settled American west.

Without switchboards, without individual lines, and without telephone fees, the barbed wire telephone system became its own social network. Every telephone along the fences would ring at the same time. Each house had its own distinctive ring—two short, one long, for example—and it was considered impolite to listen in on another’s call. Of course, when things got lonely out there on the ranch, there was no guarantee of privacy.

By the 1920s, most of these fence line phones were replaced by formal company systems. Barbed wire fences are still abound today at borders keeping people either in or out. For few decades barbed wired brought people not apart, but together.



Tips & Tricks

How to Use Your Tax Refund for Good

It can be fun to get money back with your tax refund. But that fun can turn into something a little more valuable, and a little more long-lasting, if you use your refund strategically.

Take, for instance, a Roth IRA contribution. If you aren’t maxing out your Roth IRA contribution each year, using your tax refund to do so is a great idea.

Read More Here



April Fools’ Cake

A fun and delicious cake to fool your friends!

Get Baking!


Investment advisory services offered through Golden Years Financial Advisors, Inc., a Registered Investment Advisor in the state of Indiana. Insurance products and services are offered through Golden Years Planning Services, Inc. and Anthony Financial Services, affiliated companies. Golden Years Financial Advisors, Inc., Golden Years Planning Services, Inc. and Anthony Financial Services are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation. The information contained in this material have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.

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BBB Accreditation Standards represent standards for business accreditation by BBB. Businesses based in the United States and Canada that meet these standards and complete all application procedures will be accredited by BBB. The Code is built on the BBB Standards for Trust, eight principles that summarize important elements of creating and maintaining trust in business.
BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’ product quality or competency in performing services.
Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.


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