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Becky Krieger named as one of the 2019 Top Women in Finance in Minnesota

Accredited is thrilled to announce that Becky Krieger, Managing Director, Client and Community Outreach, has been named by Finance & Commerce as one of the 2019 Top Women in Finance in Minnesota.

Finance & Commerce has been honoring Minnesota’s Top Women in Finance each year since 2001. Per the publication, the Top Women in Finance honors program “recognizes women who are making an impact not only in their professions but also in their communities in Minnesota.”

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Choosing a Financial Advisor – Part 4

In the final installment of our four-part Choosing a Financial Advisor Series, we explain why the “right” fit when it comes to choosing an advisor can only be found after gaining an understanding of exactly what you want and need from an advisory relationship.

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Choosing a Financial Advisor – Part 3

In our previous posts, we’ve explored the importance of determining fee structures of advisory firms, and the differences between a suitability standard and a fiduciary standard.

When evaluating the ability of an advisor to deliver the needed level of services and solutions, however, few topics are more important than understanding the collective capabilities of the team of individuals comprising a firm.

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Levin: Taxes don’t have to be as painful as we make them out to be

Taxes can’t be fair. There is a huge gap between a 0% tax rate where services that industry can’t deliver are otherwise covered and a 100% tax where there is no incentive to work for pay. Any numbers in between will seem fair to some and not to others. In Minnesota, we are acutely affected by taxes and we have three choices: eliminate them, limit them or appreciate them.

A music lover can listen to Austin’s bluegrass, Nashville’s country, Seattle’s grunge, or Miami’s bass — all in cities in states with no income tax. If you don’t need to earn your living here, you can eliminate state income tax by moving. We have had many clients who have done so. People often turn this departure into a moral issue, but set aside the judgment and view it through the cost/benefit lens and you may someday make a similar choice.

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Choosing a Financial Advisor – Part 2

In our four-part Choosing a Financial Advisor Series, we provide information and perspectives to clarify the distinctions within the financial industry, which will help you understand how to think about choosing the right advisor for your specific needs.

In Part 2 of the series, we highlight the importance of making sure your interests come first, and explore the fiduciary standard.

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Choosing a Financial Advisor

In our four-part Choosing a Financial Advisor Series, we provide information and perspectives to clarify the distinctions within the financial industry, which will help you understand how to think about choosing the right advisor for your specific needs.

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Levin: It is time to talk about the family cabin

“Too many parents make life hard for their children by trying, too zealously, to make it easy for them.” So said the 18th-century German statesman and author Johann Wolfgang von Goethe.

While his thought may be true, I often find the opposite occurring when it comes to estate planning. Because parents are often not open with their adult children about their parental intentions, or worse, because they want the kids to figure it out, chaos may ensue. Let’s look at a true Minnesota example. 

The family cabin tends to be a lightning rod for inheritance issues for a host of reasons. The cabin is not just a structure; it is an archive of fond memories. Unfortunately, when the cabin is left to the children, new memories are created that are usually not so fond.

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