The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what the plans cost and cover. In addition, your health-care needs may have changed over the past year.
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.
by Marc Usem
The recent plethora of hurricanes are expected to put the economy and the Fed in check. The storms have wreaked havoc with record breaking rainfalls of as much as 50 inches in Texas, and one the largest hurricanes on record engulfing the entire state of Florida. Our thoughts and prayers are with the people and communities affected by the destructive storms. The human toll is tremendous, with millions of people affected. The true economic costs have yet to be tallied, but will likely be the most expensive ever on a combined basis exceeding $250 billion in damage.
by Steven E. Warren, CPA, MBT
by Seth Meisler, CFA, CPA/PFS, CFP®
That day has finally arrived – the day you drop off your child at college. Your child has spent years preparing for this moment, taking standardized tests, filling out college applications, and taking college-prep courses in high school. Your child has left the nest, but hopefully, only to go on to a still somewhat sheltered environment.
At Affiance Financial, it’s no secret that the only constant is change. This summer, we added two new faces to our roster. And this fall, two of our current team members will be moving into new roles.
I am often asked, “What is it that you do for a living?” When I answer with “I am a financial planner,” the response is almost always “Oh, so you manage people’s money.”
Long, sunny days are made for relaxing on a park bench, deck chair, or floatation device with a good book. Here are some of the things we've been reading this summer.
Meet the newest member of the Affiance team – Steve Drost.
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