Social Security Taxes

Share |

Related Content

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Upcoming Events

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED. The tax rules keep changing – are you losing unnecessary retirement dollars to the tax man? Join us to learn how to keep more of your hard-earned dollars in your own pocket!
March 5, 2020
6:00p - 7:30p

Lunch and Learn - Join us to learn about Six Investing Mistakes that could Wreck Your Retirement.
March 31, 2020
12:00p - 1:00p

Lunch and Learn - Join us to learn about Six Investing Mistakes that could Wreck Your Retirement.
April 21, 2020
12:00p - 1:00p

Latest Blog Post

Teaching Your Grandkids about Money

January 18, 2020

Grandparents have so much wisdom to offer - including financial advice. The lessons they have learned from a lifetime of handling money are valuable to us all. In this episode Mary Sterk shares sound financial advice that you can share...

Reduce Your Taxes with QCD's

January 11, 2020

Did you know you can reduce your taxes by making a QCD right out of your IRA? A QCD, also known as a Qualified Charitable Distribution, can be a great way to strategically reduce your tax bill. But there are nuances and rules...

Socially Conscious Investing

January 04, 2020

Socially responsible investing is an investment strategy that has been gaining recognition and traction in recent years. With news of shady and illegal investment deals becoming common, some investors have begun to insist that the...

Featured Team Member

Mary Sterk, CFP® CPFA

My Background & What Brought Me Here By the time I was 19 years old, I was already a divorced single mother of two kids under two years old. We lived in a low-rent apartment complex, and I bought my groceries with food stamps. I...

Kelsey Bankey, CFP® - Kansas City

My Background & What Brought Me Here I graduated from Simpson College with a degree in Business Management, and have over 10 years experience working with banks and financial institutions. When my husband’s job landed us in...

Laurie Lake

My Background & What Brought Me Here It’s hard to believe that it’s been over 15 years since I started in the financial services industry. No matter where I have found myself working under the financial umbrella, I've enjoyed my dual...

Kathy Kroger

My Background & What Brought Me Here After attending Western Iowa Tech, I continued my passion for administrative work and outstanding customer service in a variety of industries, including medical and financial. I had the honor of...

Amy Heaton

My Background & What Brought Me Here I first started my career in public accounting and tax preparation. After my first child was born, I made the decision to move back to my hometown of Sioux City and into the world of insurance...

KT Trover

My Background & What Brought Me Here My career has taken several paths. Over a decade of experience performing both customer service and administrative work is a testament of my passion for helping people. I am still as enthusiastic...

Julie Chadwick

My Background & What Brought Me HereI’ve enjoyed being part of the finance world for more than 15 years now and have found it to be very rewarding because I love helping people. Each time I am able to show individuals and...

Office:	605-217-3555
Toll-Free:	866-800-2186
Fax:	605-217-3535