Wealth Management and Financial Planning

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What To Do With Old Retirement Accounts

VIDEO: You likely have at least one old retirement account if you've ever changed employers. These accounts stay exactly as you left them unless you take action. In this video, we'll provide options for what to do with those old accounts.
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Two Estate Planning Strategies to Help Protect Wealth

VIDEO: A goal of estate planning is to maximize the wealth that is passed on to one's heirs. In this video, we'll discuss how a Spousal Lifetime Access Trust and an Irrevocable Life Insurance Trust may help you minimize estate taxes and protect wealth.
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Beneficiary Designations

A mistake while filling out beneficiary forms can cause the form to be deemed invalid or may cause account holdings to be dispersed in a way not intended by the account holder and beneficiary forms on accounts such as IRAs supersede your last will and testament.
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Properly Funding Your Living Trust

VIDEO: Failing to properly fund a living trust is one of the most common errors people make and can lead to unintended consequences and added costs for both the individual and their beneficiaries. In this video, we'll provide an overview of how to properly fund a living trust.
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Saving for the Future

As your child begins to earn money from a job, it’s a great time to teach them about saving for the future. While a savings account is a great start, an even better opportunity is to open an IRA. With an IRA, your child can invest their hard-earned funds and
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Tips for Raising Financially Literate Young Adults

VIDEO: Parenting comes with many responsibilities, which include teaching children how to budget, save money, and make responsible financial decisions. In this video, we'll cover six tips to help your children learn about saving, spending and investing.
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Olsen Thielen Celebrates 100 Years

Nearly 100 years ago, Olsen Thielen was founded on the belief that personal attention, trust, and quality service were the key elements to helping our clients succeed, and that commitment remains.  commitment to their clients and their community. 
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Review Your Estate Plan Following a Major Shock

It is recommended that you review your estate plan at year’s end. The end of the year is a logical time to note important life events that have taken place over the past 12 months or may affect your plan.
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College Savings Showdown: 529 Plans vs. Roth IRAs

Many people assume that a 529 plan is the ideal college savings tool, but other vehicles can help parents save for college expenses, too. Take the Roth IRA, for example.
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Exit – Stage Left…Out the Door

As we all progress in life stages, the time will come for many to turn our eyes toward greener pastures. Recently, we had the good fortune to advise a long time client  (20+ years), who was the founder of a multi-owner dental group, on the planning and execution of the
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Should You Elect the Alternate Valuation Date for Estate Tax?

Taxes on the transfer of wealth upon death can be substantial. The tax burden, which is typically based on the value of the estate assets on the date of death, can be additionally painful if the value of the transferred assets declines in value after the date of death.
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Making Retirement Secure for Employees

A law was recently passed that adds tax breaks and makes changes to employer-provided retirement plans. If your small business has a current plan for employees or if you’re thinking about adding one, you should familiarize yourself with the new rules.
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7 Tax Minimization Strategies for Investing

VIDEO: Keep more of your investment dollars in your pocket with the following tax minimization strategies. In this short video, we'll cover seven strategies to help you minimize taxes when investing in stocks, real estate and other types of assets.
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Review Your Beneficiary Designations

Avoid unintended consequences by making sure that the beneficiary designations listed on your retirement plan(s), annuities, and IRAs are up to date. Did you know that the named beneficiary takes priority over the beneficiaries named in your Will?
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Is Your 401(k) Well Managed?

Your 401(k) is extremely important to your future and you need to be proactive to ensure that your 401(k) is well managed.  The U.S. Department of Labor (DOL) issued a list of 10 indicators that your retirement plan may be poorly managed.
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