Financial Planning Archives - Page 2 of 5

24 Jan 2023

2023 Tax Planning Guide for High-Net-Worth Individuals

By Lance Larson

As the financial landscape continues to evolve, registered investment advisors increasingly need to guide affluent clients through their tax planning. With 2023 and beyond on...

13 Jan 2023

What is a Fiduciary Financial Advisor?

By Reid Larson

Some financial advisors are financial fiduciaries and some are not. It is arguably important to know which type you are interviewing when you are seeking...

11 Jan 2023

Financial Advisors for Widows

By Woody Rash

Widowhood can bring a financial whirlwind of questions and decisions, from making major lifestyle adjustments to ensuring your finances are in order. It’s understandable if...

9 Jan 2023

Returning to Normalcy

By Reid Larson

In 2022 US stocks fell 18% measured by the S&P 500 and the US bond market dropped a spectacular 15% measured by the Aggregate Bond...

5 Jan 2023

Tax Considerations for Widows

By Woody Rash

As a widow, you may face unique financial and tax considerations. Unfortunately, there’s something called the widow’s penalty tax (or “widow’s tax penalty”) to be...