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Guidant Wealth
Advisors Newsletter
December 2015

There’s Still Time to Save Money on Next Year’s Income Taxes


Don’t wait until the clock strikes midnight on December 31; in order to save more money on your taxes next year, this retirement planning strategy needs to be put in place right now. Continued here…



3 Notable Changes to 2016 Income Tax Rates and Deductions


The IRS published more than 50 tax provisions for the tax year 2016. Here are three changes we feel you should know about, so you can plan more effectively for the coming year. Continued here…

New IRS Ruling May Offer Tax-Free Roth IRA Withdrawals


The option to rollover after-tax contributions from a traditional 401(k) to a Roth IRA without penalty is now a reality, and its benefits extend to more than just high-income earners. Continued here...

Holidays: A Great Time to Talk Money with Family


An oldie but a goodie, this piece on how to talk about finances with your family over the holidays puts you in a win-win situation. Get our advice before the festivities begin. Continued here...


Frank Patzke Receives Fourth Women’s Choice Award



This year, our President Frank T. Patzke received the Women’s Choice Award for Financial Advisors...and it’s not the first time. Continued here...


GWA Charity Afternoon


In October, our first-ever Charity Afternoon put us in touch with an organization called Feed My Starving Children. In just a few hours, our team worked together to make a real difference for children in need. Continued here...


Financial Planning by Decades


How does the process of financial planning change as you age? Check out our series on Financial Planning by Decades:
In Your 30s
In Your 40s
In Your 50s
In Your 60s
In Your 70s

Klaudia Gryfik Passes Series 7 Exam


Klaudia Gryfik, our Financial Professional in Residency, recently passed her Series 7 exam! Please join us in congratulating Klaudia on this professional achievement.


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