Announcements

UNDERSTAND WHERE YOUR FEDERAL TAX DOLLARS GO In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different in 2022, and what you can do to prepare. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.

Join us for coffee with Katelin & Lori. Episode 2: Social Security Sidebar Windfall Elimination

Join us for coffee with Katelin & Lori. Episode 2: Social Security Questions

Join us for coffee with Katelin & Lori. Episode 1: Roth IRA Common Questions

The International Association of Registered Financial Consultants® (IARFC) has recently awarded Katelin Kalik of Life Changing Financial Service the "Ethics Approved Seal" for their adherence to the IARFC Code of Ethics. Find out more information here.

Key Provisions of the CARES Act: Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRA. Find out more here.