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| New Tax Break – Haiti Earthquake Relief |
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The recent earthquake in Haiti has brought the need for substantial financial aid to their country. Millions of dollars have been raised already and the IRS is providing a timely incentive for those who have donated to the relief efforts, or are planning to/ thinking about donating to the relief efforts in Haiti. Receiving a tax incentive is merely a side benefit to the good-will produced through charitable giving. Please see below for details regarding the IRS’ new tax relief law.
A new tax relief law allows people who contributed in 2010 to charities providing earthquake relief in Haiti to take a tax deduction for the contribution on their 2009 tax return instead of their 2010 return. This means you can receive an immediate tax benefit, rather than having to wait until you file next... MORE |
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| CLICK HERE to get your free copy of our retirement booklet, “Imagine what you can achieve. The Essential Guidebook on Strategies for Your Life, Your Finances, and Your Future.” In this booklet, you’ll learn more about retirement strategies and options for your future. |
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CLICK HERE for your FREE Financial Review. We place a high priority on mutual trust in our client relationships, we offer this free analysis to help us both decide if we are a good fit. |
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Financial Planning:
Selecting a Pension Option
Married pension plan participants typically must choose which pension option to take upon retirement and choosing between the various options can be a difficult task. Selecting an... MORE |
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Tax Planning:
New Year, New Financial Opportunity
2010 brings a unique opportunity to convert Qualified Plans or IRAs to Roth IRAs. First, those that make $100,000 or more of “Modified Adjusted Gross Income” are now eligible to make... MORE |
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Insurance Insights:
Which Life Insurance is Right for You?
Life insurance needs vary depending upon your personal situation. From term insurance to the many permanent products that offer guarantees and cash accumulation, choosing the right... MORE |
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Investment Management Updates:
Fixed-Income 101
This article is the first in a two-part series on the topic of fixed-income securities. As the title suggests, this month’s discussion will focus on the high-level structure of bonds, laying the... MORE
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Thoughts from Bruce Helmer:
No More Excuses
I have heard all the excuses for not planning. Whether you intend to hire someone to help you or decide to go at it alone, start your financial plan now. It is very difficult to make up for lost... MORE |
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Sudoku Puzzle:
When you play sudoku you qualify to win a FREE $25 Gift Card for any participating Target. This month's puzzle... MORE |
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Upcoming Events:
As most of you know, one of our main goals is to educate our clients and our community. We look forward to seeing you at an upcoming seminar... MORE |
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Minnesota: Blaine, Brainerd, Burnsville, Chaska, Edina, Mankato,
Oakdale, Plymouth, Rochester, St. Cloud, and Vadnais Heights
Iowa: West Des Moines – North Dakota: Fargo |
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