Kelly's Notes


3 Major Changes in the White House proposed Retirement Executive Order

September 12, 2018

Last Friday, President Trump signed an executive order that spurs the Departments of Labor and Treasury to push forward several bipartisan changes to how retirement plans operate…
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Guest Blog Post

August 23, 2018

We have used this story before, but we like it…
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A Midyear Update

July 23, 2018

As the pace of news continues to increase, it’s easy to get distracted from the opportunities and pitfalls before us.
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Markets, NESTEGG Score & Cash Balance Plans

June 6, 2018

Midway through second quarters earning season, we are see record earnings from domestic corporations as they continue to benefit from a vibrant economy and 2018 tax reductions.
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Happy Tax Day to You and Your Family

April 19, 2018

For those who couldn’t join us at SHRED-IT, here are the highlights.
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Wood Financial Hiring Because of U.S. Tax Cuts and Jobs Act

April 5, 2018

Wood Financial, a Boise investment practice that helps Idahoans plan for and transition to retirement, is hiring as a result of the recently enacted federal tax overhaul.
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Stress Test

March 20, 2018

Many of the super wealthy stress test their financial plan and you should consider doing so too.
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Our Markets

February 8, 2018

As you may have heard, the markets declined 1,100 points on Monday (2/6) after a 350 decline on Friday (2/2). The market has been gyrating this morning, but is up as I write this.
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Financial Moves in the New Year

December 20, 2017

If you sold your business or retired, you potentially owe more taxes this year than any year in the rest of your life. Plan now to make sure you meet important year-end financial deadlines to avoid a “blue Christmas”.
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From Boise to Gorongoza, Women Lead the Way

July 27, 2017

Lions can teach us a lot. So can elephants and water buffalo. I learned this on a recent trip with Zoo Boise to Africa’s Gorongoza National Park, also known as “Africa’s Lost Eden,” to help with animal rescue.
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