The lessons you learned early form your “Money Imprint”; your hardwired operating system that determines if you stumble or strut in your money life. Ask yourself these questions to understand how your beginnings shape your future.
Recent tax reform will lower the overall tax bill for millions of filers beginning in 2018. On the flip side, however, it has made it more difficult for most people to realize a tax benefit from making charitable contributions. In our experience, there are still strategies you can undertake to optimize your philanthropic efforts from a tax standpoint. Effectively utilizing donor-advised funds can allow individuals to reduce their income tax liability while directing funds to their favorite charities.
Kevin Fruechte, Chief Research and Operations Officer at Olson Wealth Group, completes the Certified Private Wealth Advisor (CPWA®) program and now combines this certification with his CERTIFIED FINANCIAL PLANNER (CFP®) and Chartered Financial Analyst (CFA) credentials. In so doing, he becomes the sole advisor in Minnesota to simultaneously hold all three of these prestigious designations.
Glenn Raffenach from The Wall Street Journal gives you some resources to ask the right questions when looking for a financial adviser.
Won’t be itemizing your deductions under the new tax bill? That doesn’t mean there won’t be piles of paper stacked up on your dining room table.
With all the recent tax talk, we wanted to remind you that a Solo 401(k) is a great way for sole proprietorships and their spouses to reduce taxable earnings.
Minnesota recently passed legislation that allows either a credit or a deduction for Minnesotans saving for college through a 529 savings plan. Here's what you need to know.
Family of origin impacts how you talk and feel about money as an adult.