470 W. 78th St Suite 200, Chanhassen, MN 55317
Call Me Today: (952) 470-0750
03 Sep
The Top 5 Financial Planning Challenges In The First 10 Years Of Retirement

By Colleen Weber, CFP®, CPA

Those long-awaited-for golden years are finally right around the corner, and your dreams of golf courses and sandy white beaches are almost a reality! But wait…without the security of a steady paycheck and a structured schedule, you’re embarking on a journey into the unknown of finite resources and endless free time. Will all your years of hard work pay off?

We’ve found that most retirees face the same 5 financial planning challenges during the first 10 years of retirement. If you want to experience a fulfilling retirement free of worry and regret, listen up. 

Read More “The Top 5 Financial Planning Challenges In The First 10 Years Of Retirement”
03 Sep
Could A Donor-Advised Fund Save You Money On Taxes?

By Colleen Weber, CFP®, CPA

Do you remember the days when you could give generously to others and get a nice tax break as an added benefit? Even if you didn’t donate money for the sole purpose of saving on your taxes, it was a nice perk come tax time. Unfortunately, the new Tax Cuts and Jobs Act, with its higher standard deduction, causes a whole lot of people to lose out on all tax benefits associated with charitable giving. 

Thankfully, you can still receive tax benefits for your charitable giving. How? Enter donor-advised funds.

Read More “Could A Donor-Advised Fund Save You Money On Taxes?”
© 2020 Colleen Weber CPA, CFP®. All rights reserved.
Website Design by: Common Cents