Family Legacy Financial - Central MN Page

12/05/2018

A can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

12/03/2018

You won’t believe what these taxpayers tried to get away with.

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

11/30/2018

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

11/29/2018

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

11/27/2018

Deferring taxes can be a powerful investment decision. Take a minute and learn more.

Why are 401(k) plans, annuities, and IRAs so popular?

11/24/2018

If you don’t have an strategy, here’s some reasons why you should.

Do you have an estate strategy? You should.

11/22/2018

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

11/20/2018

is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

11/17/2018

Does your family rely on your income? Don't be unprepared should the unthinkable happen.

How to help determine life insurance needs to provide for your family after you pass away.

11/14/2018

Estate management is not just for old, rich people. It can be an important exercise for young adults as well.

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

11/14/2018

Join us in congratulating the Minnesota high school football teams in our Central MN service area that are going to the state semi-finals this weekend at the Bank! Come on down in your green and/or red to cheer them on!

PAYNESVILLE BULLDOGS: Thursday, 11/15 at 2pm
WILLMAR CARDINALS: Friday, 11/16 at 4:30pm
BOLD WARRIORS: Saturday, 11/17 at 9am
PIERZ PIONEERS: Saturday, 11/17 at 2pm

11/13/2018

Please join me in wishing the founders of our company, Landon Carter and Nan Carter, a very happy anniversary! Have a lovey dovey day, you two!