Over the years, Affiance Financial has worked hard to enhance our efficiency. But try as we might, we just can't seem to avoid the game of phone and email tag that occurs when trying to schedule a meeting. You are busy people. Finding room for us on your calendar isn't always easy. We get it. And we want to help.
Thank you to everyone who came to the event, we’re grateful for having such engaged and interested clients. As always, we value any feedback you might have, so please don’t hesitate to reach out to your advisor with any questions.
Thank you to everyone who attended our Tax Planning Presentation on October 3. Seth presented valuable information regarding the recent changes in Minnesota and Federal Tax legislation, as well as some end-of-year tax strategies and reminders. Please click the graphic below to begin the presentation.
Seth Meisler, CFA, CPA, CFP® and Marc Usem, MBA give their analysis of what's going on in the market.
Approximately four years ago, in the midst of what turned out to be the Great Recession, I wrote an article titled “What is the Purpose of Money Now?” Now that the economy has turned the corner, investments have improved, and the financial