PremierChoice

Heads up, Premier Choice clients!

We will be CLOSED for Labor Day on Monday, September 7.
We will reopen Tuesday, September 8 at 9:00 AM.

If you need anything before the holiday, please call (417) 616-3291 and we will get you taken care of.

We are going to say this with love:

Do not ignore IRS letters.

Most of the time, the first notice is fixable. Waiting is what turns a small issue into penalties, stress, and a bigger bill.

If you got a letter, call us and bring the full PDF or the paper copy (not a photo).

72% of Americans think basic term life insurance costs more than it actually does.

That one myth keeps a lot of families from getting protected.

Here is a quick way to think about term life insurance:
- It is designed to protect your income for a specific period of time (10, 20, 30 years)
- It can help cover a mortgage, childcare, debt, and everyday bills if something happens
- The right amount and term depends on your family, your budget, and your goals

If you have kids, a spouse, or a home, this is worth a quick review.

Want a life insurance quote or coverage review in Springfield MO? Message us or call (417) 616-3291.

Follow Premier Choice for weekly tips on life insurance, retirement planning, and protecting your family.

Share this with someone who says, "Life insurance is too expensive."

Most people do not feel confident about disability insurance, and that can leave families and business owners exposed.

If you are not sure what disability coverage you have (or if you have any at all), lets review it together and make sure it matches your real life needs.

Call or message us to set up a quick review.

Ready to make your business thrive? 🚀

A little planning now means fewer surprises later. Most small businesses should set aside 20–30% of net profits for taxes, but every situation is unique.

Curious what’s right for you? Let’s review your numbers together and build a plan that fits.

Call (417) 616-3291 or message us to get started!

Is your business missing hidden financial wins? 💡

Most owners only see the surface. Digging deeper could mean less stress and more savings come tax time.

Curious about what you might be overlooking? Drop 'P&L' below or call us at (417) 616-3291 for a quick check-in.

There’s a new tax benefit for charitable giving in 2026. Under the Working Families Tax Cuts, taxpayers who don’t itemize may be able to deduct up to $1,000 in cash contributions to certain qualified organizations, or up to $2,000 for married couples filing jointly. See the new charitable contribution deduction rules and find out what qualifies: https://ow.ly/yGkH50ZyczK

Big changes ahead? Your finances need attention.

New home, growing family, or business dreams? Every milestone brings new questions. Are your taxes, insurance, and bookkeeping ready to keep up?

Let’s make sure you’re protected for what’s next. Call (417) 616-3291 or message us today! 🌟🏡

Refund status questions come up a lot.

Two quick reminders:
1) The IRS will not speed it up because you call them (unfortunately)
2) If you get a letter, do not ignore it. Send us the PDF copy so we can help.

Need help with a notice or tax planning? Call (417) 616-3291.

Wow! I can’t say enough about this event!! The collaboration was amazing! We had 4 States bank talking about SBA and FSA loans, Delta Dental talking about employer benefits, APlus Payroll for employer payroll options, Richard Russell law informing us on cyber security and the effects that it can have on small business owners and Mary Overbey talking about micro lenders and small business grants! So much knowledge!!!

Huge thank you to our speakers and sponsors that helped make this happen! A very special thank you to our Special Events Coordinator Sonya and Bambinos. PremierChoice loves to put on these events to help our clients! All of our educational events are FREE to clients. We definitely had a packed house!