Preferred Resource Group- Golden Valley

05/29/2026

May 29th isn’t a holiday on your calendar, but 529 plans can play an important role in a comprehensive financial plan. In honor of 5/29, we're sharing a few facts about 529 plans.

Did you know: depending on the state, 529 plans may offer state tax benefits for contributions? In Minnesota, taxpayers may qualify for either:

• An income subtraction of up to $3,000 for married couples filing jointly ($1,500 for single filers), or
• A tax credit equal to 50% of contributions, up to a maximum credit of $500.

The Minnesota credit begins to phase out for married couples filing jointly with a Minnesota Adjusted Gross Income (MN AGI) over $96,220.

Check out the article below to learn more.

A 529 college savings plan is a type of qualified tuition program (the other type is a prepaid tuition plan) established under Section 529 of the Internal Revenue Code. Savings plans are established by states and typically managed by an experienced financial institution designated by the state.

05/27/2026

05/27/2026

This week's Weekly Market Commentary is out now! Check it out here: https://lnkd.in/gkXA-Mxr

05/14/2026

Brian Gregg is volunteering with the Winthrop Riverwalk. The dream of connecting the two pedestrian bridges in Winthrop with a walking path along the river. Read the full article at Methow Valley News https://methowvalleynews.com/2026/04/09/riverwalk-construction-to-start-this-summer/

05/08/2026

Congrats, Brian, on winning the Sunflower Half Marathon! The arrowleaf balsam root turns the hills of the Methow Valley yellow for this event. “I started racing the Sunflower as a relay when teams were required to have one member under 15. It has been a few years, but I still remember the course, and it was a beautiful day." We like to work hard and play hard.

04/30/2026

Today, we’re proud to celebrate Felipe’s 5-year anniversary with our team. Over the past five years, PRG has grown and evolved in many ways, and Felipe has been an important part of that progress. His friendly demeanor, strong attention to detail, and consistent willingness to go the extra mile have made a lasting impact not only on our team, but also on the clients we serve.

Felipe brings positive energy to the office each day and approaches his work with professionalism that truly sets him apart. Whether he’s helping a client or handling the details behind the scenes, he does so with thoughtfulness and care.

We’re grateful for everything he contributes, and for the role he’s played in shaping our team. We’re excited to celebrate this milestone with him and look forward to many more years ahead.