Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free tcontact us and we’d love to answer any questions you have and help in any way we can.

FINANCIAL PLANNING

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

PREPARING FOR THE FUTURE

Income Planning

See How We Can Help

How Not Paying Online Sales Taxes Hurts La Crosse, WI Businesses

You’re tackling a lot when you own a business. And these days, staff retention and the pressures of inflation make it that much harder to stay on top of it all. It’s easy to forget things (or miss them), and that could easily land you in hot water.If you’ve got...

Reginald Kim Boldon’s Strategy for RMD Withdrawals

There’s something about a new work week that gets you thinking about how you want to spend the weekend. The same goes for planning a vacation once you get back from one. Work is fulfilling, but life’s "rest times" are what La Crosse, WI people like you and I work so...

Reginald Kim Boldon’s Credit Score Repair Strategies

I’ve talked to many clients about credit score repair – and I’ve seen how true this is: it’s easy to get yourself deep into credit problems. I’ve even seen that it’s not always the people that you’d expect. I have La Crosse, WI clients who have built tight...

Student Loan Forgiveness Guidelines for La Crosse, WI Grads

There’s a lot of upheaval in Washington (and across the country) over this whole student loan forgiveness decision from the White House. Some La Crosse, WI people are exultant, some are… well, less than thrilled.For the extremely-online-all-the-time crowd, it’s likely...

Reginald Kim Boldon on How (and Why) to Invest in Savings Bonds

The economy has caused some turmoil as of late. Markets haven’t been kind for the last couple weeks, and it is yet to be seen what impacts the student loan relief will have on the economy at large (if it, indeed, doesn’t get struck down by legal challenge). And...

IRS Red Flags La Crosse, WI TaxPayers Should Steer Clear Of

The tax code is a complicated beast. And daunting even for the savviest La Crosse, WI tax filers. All 6,871 pages of the tax code make it easy to miss or overlook things… and make mistakes. And, like it or not, that can lead to the IRS pulling the audit card on...

When Married Filing Separately Makes Sense for La Crosse, WI Couples

You likely were invited to one La Crosse, WI wedding or another this summer (or perhaps YOU were doing the inviting?) ... 'tis the season. If you were the one saying vows, many congrats! Weddings are the fun part. The part of that whole "two become one" reality...

Reginald Kim Boldon’s Tips on Tracking Subscription Services

87,000. All weekend I’ve seen that number flashing through the headlines – and I’ve seen the panic on the part of some of my La Crosse, WI clients. A quick recap, if you’re in the non-news-imbibing crowd:The perhaps-Orwellian-named Inflation Reduction...

Shoring Up Tax Debt During Inflation

A little thing called inflation has been plastered all over the news cycle for the last few months now... and it’s taking its toll on La Crosse, WI people. And to add to the difficulty of stretching those hard-earned dollars… increasing interest rates, rising...

Reginald Kim Boldon’s Tax Planning Tips for 2022

The British saying “Keep calm and carry on” seems like a good motto to live by in uncertain times like these. Still, a little freak-out about what lies ahead is totally normal, even expected.Plunging ahead through the rest of 2022, which is most likely to be rough...