02/04/2025
Maximize your savings and discover essential tax breaks that are available after 50 to keep more of your hard-earned money.
6 Tax Breaks After 50 You Can't Afford to Miss
Uncle Sam offers a handful of perks to taxpayers of a certain age
09/26/2024
Congratulations!!!!
Thumbscore Enhances Employee Benefit Offering with Western & Southern Financial Group Term Life Insurance Product
Thumbscore announces the addition of Western & Southern’s innovative life insurance product to its voluntary employer benefits offerings....
07/17/2024
As we're working internally first on adopting our new brand that represents how we view our client relationship, here's a preview of our new brand! Same ownership, upgraded team and brand. Social media and website update/ build-out to follow.
Stewardship is our craft.
Thank you for your loyalty!
-Mike Proctor
01/23/2024
PSA... don't do this, whether it's your daddy or your mummy....
Kansas couple charged with collecting man’s retirement while keeping his body in their home 6 years
Prosecutors say Lynn Ritter and Kirk Ritter, both 61, continued depositing and spending from Carroll’s bank account even while his body became “mummified” on a bed in the home he owned.
01/20/2024
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
01/20/2024
Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
01/18/2024
The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
01/18/2024
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
01/17/2024
Exciting news on Real Wealth Podcast, sponsored by Leading Edge Financial Planning! Join host Mike Proctor as he chats with John Denny, the brains behind Exit MAP - your go-to for seamless business transitions. With 30+ years of success, John spills the beans on entrepreneurial journeys and invaluable tools for advisors.
🔑 Unlock the secrets to business transitions, exit planning, and savvy financial moves. Dive into this eye-opening talk with John Denny! 🌟
01/16/2024
Check out this video on taxes.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.