2018 Year-End Tax Planning Opportunities

2018 Year-End Tax Planning Opportunities

Erin Itkoe, CFP®, CPA®/PFS The end of the year is the time for celebrating the holidays with family and friends. It is also an opportune time to take advantage of tax planning strategies before the calendar flips to January. With the passing of the Tax Cuts and Jobs...
Ducks in a Row

Ducks in a Row

Ducks in a Row Personal finance goes beyond an annual meeting with a wealth manager or contributing funds to a savings account. Oftentimes it is a culmination of lifelong experiences containing seemingly insurmountable pitfalls and heartening triumphs. Setting goals...

Versant Volunteers: Spotlight on Liz Shabaker

[vc_row][vc_column][vc_column_text]Volunteer Organization Free Arts for Abused Children of Arizona What is the purpose of the organization for which you volunteer? Free Arts for Abused Children of Arizona uses the healing powers of the arts to help abused and homeless...

Versant Volunteers: Spotlight on Erin Itkoe

Volunteer Organization:  Fresh Start Women’s Foundation.  What is the purpose of the organization for which you volunteer? Fresh Start Women’s Foundation is all about women helping women. Its mission is to provide education, resources, and support for women who may be...

Versant Volunteers: Spotlight on Norm Miller

Volunteer Organization Duet: Partners in Health & Aging   What is the purpose of the organization for which you volunteer? Duet promotes health and well being through a broad range of services to older adults that need one-on-one support. When did you start...