Private Wealth Management.
“Two roads diverged in a wood, and I - I took the one less traveled by, and that has made all the difference.” ~Robert Frost
2019-2020 Tax Planning Guide
YEAR-ROUND STRATEGIES TO MAKE THE TAX LAWS WORK FOR YOU
For the complete guide, please click here: 2020 Tax Article
NEW: Educational Classes Now Offered!
Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, Ann Treml-Olson helps you plan your future with confidence.
+ View Full ArticleIs Your Stomach Turning With The News Of The Volatile Markets These Days?
As featured in South Lake Neighbors Magazine (October 2019)
By Ann Treml-Olson, CFP®, Senior Wealth Manager at WorkOptional
SLN Magazine October 2019
Volatility is scary and it’s definitely something you don’t want to see on a regular basis. But, it is a part of investing, and there are some things you can do to gain more peace of mind.
+ View Full ArticleWhy would I need an Estate Plan?
By Marc D. Langva, CFP®, Founder & CEO at WorkOptional
Do you want the black sheep in the family, or the probate court to make important financial decisions when you pass away? Probate fees, legal challenges, frozen assets & unexpected financial liabilities are some of the things you can expect if you don’t have an estate plan. Whether you are working or retired, single or married, wealthy or not, careful estate planning can benefit you and your beneficiaries in more ways than one.
Suddenly, a Windfall of Wealth?
As featured in South Lake Neighbors Magazine (June 2019)
By Marc D. Langva, CFP®, Founder & CEO at WorkOptional
Picture this…you just received a big inheritance, a large settlement, a huge sports contract, or better yet, you just won the lottery! No worries now, right? Wrong.
+ View Full ArticleFor Richer Or Poorer, Tell Death Do You Part. How Do You Manage Money And Marriage?
As featured in South Lake Neighbors Magazine (April 2019)
By Marc D. Langva, CFP®, Founder & CEO at WorkOptional
Money And Marriage?
When couples get engaged, they are excited to plan for their special day. But newly engaged couples need to think past the wedding day and figure out how they will begin to manage their financial lives together. As most of us know, money in the number one issue that couples argue about.
+ View Full ArticleSecret Retirement Killers. What No One Is Talking About. Confusing Investing With Financial Planning.
As featured in South Lake Neighbors Magazine (March 2019)
By Marc D. Langva, CFP®, Founder & CEO at WorkOptional
Why do you save? Why do you invest? What is all that hard work for? What is your purpose? It’s because you have a vision, a dream, and certain expectations for you and your family’s future, right? If you answered yes to this question then I’ll assume that you have some sort of plan in place. If you don’t, you’d better get moving…
+ View Full ArticleHave you done enough to minimize your taxes for 2018?
As featured in South Lake Neighbors Magazine (February 2019)
By, Derick Gallagher, J.D., Tax, Business & Private Wealth Manager
2018 was a monumental year for tax reform. Substantial tweaks and modifications were made in an attempt to keep that economic engine purring along. Read on to learn some unconventional tax strategies.
2018 2019 TAX PLANNING GUIDE
YEAR-ROUND STRATEGIES TO MAKE THE TAX LAWS WORK FOR YOU
For the complete guide, please click here: 2019 02 01 Tax Article
Opinion: Stock investors can no longer ignore the next bear market
By Mark Hulbert, Columnist
Published by MarketWatch: Oct 1, 2018
Opinion: Stock investors can no longer ignore the next bear market
The biggest obstacle to long-term investment success is “the dogma that you must beat the S&P 500 during bull markets.”
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Marc D. Langva CFP®, Jason P. Clark MBA, CFP®, and
Ann Treml-Olson CFP® were awarded Five Star Wealth Manager status for best in client satisfaction as featured in Minneapolis/St. Paul and Twin Cities Business Magazines.
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