Tag Archives: Minnesota

College Planning – Midwestern Higher Education Compact

Keeping with the college theme for a second week. If you have a Junior or Senior high school student entering college soon, I would suggest visiting the Midwestern Higher Education Compact website to see if their college or university is … Continue reading

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Midwestern Higher Education Compact

If you have a Junior or Senior high school student entering college soon, I would suggest visiting the Midwestern Higher Education Compact website to see if their college or university is participating in the program.  This is a way a … Continue reading

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Top 3 reasons financial advisors will be contacting dentists who sponsor a 401(k) Plan

Charlie Steingas provided the following article.  Epple Financial Advisors can help business owners implement a cost effective solution for their retirement plan and to help the business owner meet their fiduciary duty.  Contact us to learn how we can help: … Continue reading

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Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010

The Tax Relief Act was implemented in late 2010.  On the surface, it would appear that the need for estate planning was reduced due to the higher estate and gift tax exemptions.  However, Minnesota did not make any changes to … Continue reading

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2010 Year End Tax Planning

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