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

Infrastructure Act Tax Implications for La Crosse, WI Taxpayers

I don’t know about you, but I'm still over here digesting leftovers from last week’s festivities -- as well as the passage of that trillion dollar infrastructure act in Washington (more on that in a minute). But as November turns into December, I realize (and you...

Real Estate BRRRR Strategy Pros and Cons for La Crosse, WI Investors

Before I discuss the real estate BRRRR strategy, let’s talk about a current pressing topic that’s going to fuel investment talk. With numbers released last week, one thing is very obvious: inflation is here, and it is a problem for most La Crosse, WI taxpayers.At...

Reginald Kim Boldon’s Take on Paying Off Your Mortgage Early

We are for sure seeing a "turn signal" of sorts around here as 2022 barrels its way onto the horizon.How about you? Are you beginning to start thinking about next year? The turn of the seasons means a lot of different things to many people, but it seems just yesterday...

Reginald Kim Boldon’s Insights on How to Choose the Right Health Insurance Plan

November has officially begun.Decisions are upon us. All of the normal holiday decisions, like which Lego set to buy the little one or which relatives to invite (or not invite) for Thanksgiving dinner, are dancing through our heads as the seasons change.But not only...

What You As La Crosse, WI Taxpayers Can Do If You Owe the IRS

If you owe the IRS back taxes, you’re most likely going to end up paying every dime.Despite what you hear on radio and TV commercials from sketchy companies, very few La Crosse, WI people qualify for the reduced settlement program the IRS offers.Just for the sake of...

Reginald Kim Boldon’s Primer on Sports Betting and Taxes

Just less than five years ago, certain sports figures were being threatened with suspension for even APPEARING at collectibles events in which a sports betting company was a sponsor.Now there is an NFL-endorsed provider of sports betting (for those states in which it...

Getting Started in Real Estate Investing: Some Tips for La Crosse, WI Investors

Depending on what kind of news you're consuming these days or how much you're paying attention, you might not have been noticing the inflation signals that are popping all over the place. This does have implications for La Crosse, WI taxpayers of all stripes -- and we...

How La Crosse, WI Retirees Can Maximize Social Security Benefits

We're almost there. Extended returns are due Friday, October 15th (for most - saving certain federally declared disaster areas). So, bear with us a little this week as we handle a bunch of last-minute things for the last-minute La Crosse, WI people.But today, I...

Taxes for Teens: What La Crosse, WI Parents Need to Teach Their First-Time Filers

Last week I talked about smart ways to launch your financial life for young people.And you know what is kind of hilarious? I forgot to talk about TAXES for La Crosse, WI teens.Yes, yes I did.So, I'm fixing that today.Before I do: one more reminder that October 15th is...

The Challenge of Allowable Living Expenses for La Crosse, WI Taxpayers Who Owe the IRS

According to IRS calculations, the 2021 allowable living expenses for a typical family of four didn’t change a single dime from 2020 .It went from $1,740 per month to… $1,740 per month.The IRS clearly missed the memo regarding pandemic inflation from their colleagues...