December 3, 2024
Published by Brad Horn on December 3, 2024
Categories

Download – Important Numbers 2025

2025 Important Planning Numbers Download There are lots of important numbers that we work with in financial, tax, and retirement planning.  At the same time, there are many core numbers our clients ask us about and need to keep in mind. In some cases, those numbers change each year. Other […]
Do you like it?5
Read more
September 8, 2023
Published by Brad Horn on September 8, 2023
Categories

7 Signs It’s Time To Hire a Financial Advisor

7 Signs Its Time to Hire A Financial Advisor People often wonder if now is the right time for them to hire a financial advisor. And if not now, then when? While almost anyone could benefit from working with a financial advisor, there are certain times in life where it […]
Do you like it?3
Read more
August 28, 2023
Published by Brad Horn on August 28, 2023
Categories

New Law Impacts the 401k Catch-Up Rule

Last week, the IRS announced new changes to the 401k catch-up rule.  Previously, the IRS required  high-earners to place their catch-up savings in Roth  accounts with no immediate tax benefit.  The new rule allows savers age 50 and older to make catch-up contributions to pre-tax accounts for two more years.  […]
Do you like it?3
Read more
August 14, 2023
charity
Published by Brad Horn on August 14, 2023
Categories

How to Make a Qualified Charitable Distribution (QCD) from an IRA

How to Make a Qualified Charitable Distribution from an IRA Introduction to QCDs A qualified charitable distribution (QCD) is an allocation from an individual retirement account (IRA) to a qualifying charity.  Internal Revenue Code Section 408(d)(8) contains the guidelines for doing a QCD. This article summarizes the rules in simple […]
Do you like it?2
Read more
March 15, 2022
Retirement Planning MasterClass Minneapolis
Published by Brad Horn on March 15, 2022
Categories

Retirement Planning MasterClass

Retirement Planing MasterClass The Retirement Planning Masterclass was created to help you to better structure your retirement and investment plans, to better manage risk, and to preserve a comfortable lifestyle. Live Online Tuesdays, April 19 & 26 Time: 10:00am-11:30am Concordia University Saturdays, April 23 & 30 Time: 10:00am-11:30am 282 Concordia […]
Do you like it?0
Read more
November 19, 2021
Financial Planning Minneapolis
Published by Brad Horn on November 19, 2021
Categories

Important Planning Numbers 2022

2022 Important Planning Numbers Download There are lots of important planning numbers that we work with.  At the same time, there are many core numbers our clients ask us about and need to keep in mind. In some cases, those numbers change each year. Other times, the figures do not […]
Do you like it?0
Read more
September 14, 2021
Biden Tax Law
Published by Brad Horn on September 14, 2021
Categories

Biden Tax Law Proposal Targets High Income Individuals, S-Corps and Trusts

Biden Tax law proposal Targets High Income Individuals, S-Corps and Trusts Introduction The new Biden tax law is on deck and in the books. Democrats released the tax proposal on September 13. After months of anticipation, the final product does not match expectations. The proposed measures may impact you in […]
Do you like it?1
Read more
July 8, 2021
Quarterly Review Meeting
Published by Brad Horn on July 8, 2021
Categories

Issues to Consider in a Quarterly Review Meeting

Issues to Consider in a Quarterly Review Meeting Download This checklist covers 40 of the most important planning issues to identify and consider during your quarterly review meeting.  Its structured as follows: Cash flow issues Asset and debt issues (including investments) Insurance planning issues Tax planning issues Long-term planning issues […]
Do you like it?1
Read more
January 15, 2021
Full spectrum goals for financial planning
Published by Brad Horn on January 15, 2021
Categories

Full Spectrum Goal Planning

Full Spectrum Goals Download Full spectrum goals cover an individual’s full, remaining life-cycle.  Periodically, it is essential that you update and prioritize your planning objectives, regardless if you are new to financial planning or not.  Goal setting is key to defining planning strategies and alternatives, curating advice and making client […]
Do you like it?1
Read more