Helping you be wise with money and practice generosity.
8530 Eagle Point BlvdSuite 125
Lake Elmo,
MN
55042
Phone:
- 651-287-5469
E-mail:
Newsletters
-
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
-
REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
-
Understanding the “No Tax on Tips” Deduction
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
Calculators
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Savings Accumulation
Estimate the future value of your current savings.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?