470 W. 78th St Suite 200, Chanhassen, MN 55317
Call Me Today: (952) 470-0750
31 Aug
Grandparents sitting on a wooden bridge with grandkids, illustrating financial gifts for children.
4 Smart Financial Gifts for Kids and Grandkids

By Colleen Weber, CFP®, CPA Finding a meaningful gift for a child who already has enough toys and gadgets can be a challenge for parents and grandparents at any time of year. If you’d rather put some of that generosity toward their future, financial gifts for kids and grandkids can...

Read More
07 Aug
A family hiking together along a forest trail, illustrating the concept of passing a legacy to the next generation as an older woman reaches out to hold hands with a younger woman.
Passing Assets to the Next Generation: Step-Up in Basis

By Colleen Weber, CFP®, CPA If one of your goals is passing assets to the next generation, it’s smart to consider how taxes could affect the legacy you leave behind. Many people are surprised to learn that the way assets are transferred can have a significant impact on how much...

Read More
© 2020 Colleen Weber CPA, CFP®. All rights reserved.
Website Design by: Common Cents