Coronavirus Stimulus 2.0: A Summary

Coronavirus Stimulus 2.0: A Summary

Personal Finance Tax Planning

Happy New Year!

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President Elect Biden's Tax Proposals Affecting Individual Taxpayers

President Elect Biden's Tax Proposals Affecting Individual Taxpayers

Tax Planning

With a President-elect Joseph Biden taking office on January 20th, many people are wondering about potential tax law changes. Mr. Biden has not produced a single comprehensive tax plan, probably by design. ...

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5 Ways to Prepare for This Year’s Taxes

5 Ways to Prepare for This Year’s Taxes

Tax Planning

Finding yourself with some downtime at home and don’t want to binge another Netflix show? Make the most of it! Here are five basic things you can think about in preparation for this year’s taxes.

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3 Things to Consider Before Changing Your Residency to Florida for Lower Taxes

3 Things to Consider Before Changing Your Residency to Florida for Lower Taxes

Personal Finance Tax Planning

The extra time at home during the COVID-19 pandemic has provided an opportunity for many to consider a move, even a potential move out of state. Minnesota is a great state with many desirable attributes, but its...

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Tax Deadline Approaching!

Tax Deadline Approaching!

Tax Planning

As has been well publicized, the IRS moved the tax deadline for individual taxpayers from April 15th to July 15th in response to the COVID-19 pandemic.  

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Cleaning that Closet: The Aftermath

Cleaning that Closet: The Aftermath

Personal Finance Tax Planning

With the COVID-19 stay-at-home orders, everyone is cleaning out closets … possibly even the attic, basement, and garage. These activities carry more than just a sense of accomplishment and peace in a less...

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7 Questions 3M Employees Need to Answer

For over 20 years, we’ve helped 3M professionals achieve their financial goals.

We start by helping them answer these key questions.
Get the Answers
Economic Stimulus Payments – Your Questions Answered!

Economic Stimulus Payments – Your Questions Answered!

Personal Finance Tax Planning

By now, you have probably heard all about the economic stimulus payments that were approved through the CARES Act.  In general, each individual is eligible to receive up to $1,200 and married couples could...

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Roth Conversion: Is it a Good Tax Savings Strategy?

Roth Conversion: Is it a Good Tax Savings Strategy?

Tax Planning

Everyone loves saving taxes. And with the stock market’s downturn, Roth conversions are gaining more attention as a way to do just that. What exactly is a Roth conversion? When do they typically make sense? As...

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Tax Loss Harvesting

Tax Loss Harvesting

Investments Tax Planning

With the recent downturn in the markets, you may have heard us mention the phrase “Tax Loss Harvesting”. Before I dive into the myriad benefits of tax loss harvesting, I think it’s important to mention the...

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