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Featured Post
Optimism… and The Importance of a Long-Term (Investment) Perspective
- February 18, 2021
When it comes to investing, I will argue that to be a successful investor, you must believe in the future and build a plan to maximize your odds of be...
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December 15th, 2020
President Elect Biden's Tax Proposals Affecting Individual Taxpayers
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. ...
September 24th, 2020
5 Ways to Prepare for This Year’s Taxes
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.
August 13th, 2020
3 Things to Consider Before Changing Your Residency to Florida for Lower Taxes
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...
July 2nd, 2020
Tax Deadline Approaching!
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.
June 25th, 2020
Cleaning that Closet: The Aftermath
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...
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.
May 26th, 2020
Economic Stimulus Payments – Your Questions Answered!
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...
May 5th, 2020
Roth Conversion: Is it a Good Tax Savings Strategy?
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...
May 1st, 2020
Tax Loss Harvesting
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...