What to Do With Your Old 401(k) When You Switch Jobs
If you're switching jobs, its time to review your old 401(k) account. Know the facts before you choose between rolling over, withdrawing or leaving it alone.
Important Docs: What to Keep and What to Shred
Paperwork can add up quickly and not disposing of personal documents correctly puts you at risk for identity theft. Here's 5 types of files you should always shred.
How Much Life Insurance Do You Need?
Your family's needs and assets are critical considerations when determining how much life insurance to invest in. Use this four step process to help you calculate how much life insurance you need.
Using 529 Plans: Minnesota Tax Benefits
Many people are aware of the tax benefits available at a Federal level for funding and using a 529 plan to pay for college costs. Investment income from these plans is exempt from Federal tax as long as the funds are used to pay for qualified higher education expenses and now up to $10,000/year can be used for qualified K-12 expenses.
Common Estate Planning Mistakes to Avoid
Your estate plan is important for both you and your family, so don't wait until the last minute to make a secure plan. Here are some major mistakes many estate plan packages often have that can be easily avoided.
How Will the New Tax Bill Affect You?
2018 may be the best year to consider working with a professional tax preparer as man Americans will be affected in some way by the new tax bill legislation. There are many immediate and indirect effects to be aware of for the middle-class, corporations and small businesses.