Client Resources SEI Portfolio Access Portfolio Access is the investment portal through which our clients can view their investment accounts on an on-demand basis. It serves as a technological link to their money in between the monthly paper statements and shows the cash and investment balances as of the prior business day's closing prices. The benefit to clients is that they don't have to wait until they get their statement to see how their investments are performing. Information Integrator Information Integrator is a secure online document storage vault where clients can view files that we have uploaded. Clients have the ability to upload files to the same site. Those files may include tax returns, wills and trusts, business documents and other financial papers. The advantage to the clients is that they can access this vault from any computer in the world with internet access. In addition, they can also view, at a snapshot, a financial summary as consolidated by our planning software. Other Resources

News & Updates

Charitable Contributions Get Boost from New Law — Feb 5, 2010

Donations to ongoing earthquake relief efforts in Haiti may be deductible in 2009 thanks to a new law passed on January 22nd. Taxpayers who give cash, or pay by credit card, debit card or even the now-popular text message after January 11, 2010 and before March 1, 2010, are eligibl...

Read More >

ROTH IRA Conversion Confusion — Feb 5, 2010

The media is full of ads and articles promoting the new availability in 2010 for people at all income levels (including those above $100,000) to convert a Traditional IRA to a Roth IRA.  Both forms of IRA are great ways to save for retirement.  With a traditional IRA, contributions...

Read More >

Smart Tax Moves — Nov 17, 2009

With less than 60 days until 2010, time is running out for those wondering if there is anything they can do to reduce their 2009 tax bill.  Much of the financial services industry is gearing up for Roth IRA conversions in 2010 because the income cap of $100,000 Modified Adjusted Gross Income...

Read More >

Another Way To Think About Retirement — Sep 23, 2009

When it comes to retirement savings, the first leg is social security, the second leg is retirement savings, and the final leg is your pension, if you’re one of the fortunate ones.
 
For our purpose here, let’s focus on the second leg of the three-legged stool, sinc...

Read More >

Do Good and Do Well — Sep 14, 2009

Anyone with income tax liability in Iowa has an excellent opportunity to improve the lives of all Iowans, strengthen communities throughout the state, and save money in the process---this opportunity is called the Endow Iowa Tax Credit Program.

“Endow Iowa allows taxp...

Read More >

Next Page