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New Look to 2018 Income Taxes
Taxpayers will soon be facing their first filing season under the Tax Cuts and Jobs Act of 2017 . . . more

Be an IRA Early Bird
The contribution limit for IRAs increased to $6,000 for 2019, with an additional $1,000 allowed for eligible taxpayers age 50 or older . . . more

Get 2019 Off to a Good Start
While the year is still young, there are several steps to make 2019 a better year financially . . . more

Put Life in Your Living Trust
Revocable living trusts are often a valuable part of an estate plan . . . more

Be sure to check this site each month for new planning ideas. If you would like to receive our Personal Planning Ideas by e-mail each month, please click here.

December 2018 Archive
• Differences Ahead
• There's Still Time
• What Is This Thing Worth?
• Fighting the Battle of the Estate Bulge

November 2018 Archive
• Planning for This Year . . . and Next
• Caution: Inheritances Ahead
• Buy? Sell? Ask Questions First
• Get a Deduction for Doing Nothing

October 2018 Archive
• Stock for a Gift Annuity: A Great Trade
• Creative Year-End Giving Ideas
• Six Ways Your Estate Plan Can Go Out of Date
• The High Cost of Not Having a Will

September 2018 Archive
• Still Time to Make 2018 Better
• Six Reasons to Have a Will
• Buy? Sell? Ask Questions First
• Financial Communication Also Important in a Marriage

August 2018 Archive
• Jump-Starting Year-End Planning
• Revocable Charitable Gifts an Option to Consider
• Provide Family Support During Estate Administration
• Alternative Route to IRA Funds

July 2018 Archive
• I Have a Will — Do I Also Need a Living Trust?
• Reviewing Beneficiary Designations
• When Do I Need to Update My Will?
• Estate Planning for Those on Their Own


St. Bonaventure Indian School is a private, Catholic school located at the southeastern edge of the Navajo Nation in Thoreau, NM. The school is one of the ministries of St. Bonaventure Indian Mission which serves the Diné of the area.

Contact Us

25 Navarre Blvd W , Thoreau, NM 87323