Minneapolis, MN — All Star Financial announces the addition of Samuel Sexton, as a Senior Wealth Manager. As a Senior Wealth Manager, Samuel will be providing clients with comprehensive wealth management services such as retirement planning, investment management, tax planning,…
April is here and the All Star Financial Team is pushing forward to Tax Day 2018. With that in mind, we wanted to share four last minute ideas that can make tax year 2017 more efficient for you if you…
How long should I keep my tax related documents? That is a common question many taxpayers ask. You should keep tax records for as long as the IRS has the ability to audit your return and/or impose additional taxes, which…
Dear Clients & Friends, Wow. The result that Donald Trump will be the next President of the United States has surprised the pundits, pollsters, experts, and financial markets. As we all watched the voting results coming in last night I…
We are bringing back an old classic, “What All Star’s Reading”! This blog installment will outline the influential articles that have helped shape our views on investments, financial planning, tax planning, and the practices we implement to service you, our…
Dear Clients & Friends, We wanted to send you a quick note as we live through another historic day in the story of our global economy. The global reaction to the BREXIT decision (U.K.’s referendum to leave the European Union)…
I often meet with clients who believe they are able to just “give away” something to a friend or family member without any consequence. Today I will not only make an effort to bring some clarity to that thought, but…
Trusts. When most people hear the word "Trust", there is an assumption that it comes as part of a package deal with a silver spoon; however, this is not always the case. Trusts may be more relevant for your situation…
Often investors tend to focus on how much they need to save in the present, in order to maintain the same standard of living in the future. While having a well formulated savings plan is essential to walking down the…