Welcome to Larson Tax & Financial, Inc.
Our goal at Larson Tax & Financial is to provide you with expert guidance and innovative solutions that are right for you, and for those who depend on you. Whether focused on your personal finances, your business or both, our team of financial specialists and advisors will create individualized solutions to help you pursue your financial goals.
We encourage our clients to contact us throughout the year when issues arise that they think may affect their taxes. We believe it is better to be proactive than reactive and to know how transactions will affect the tax return before they occur, not after.
At Larson Tax & Financial, Inc. we specialize in helping our clients achieve greater financial peace of mind.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Try these activities to keep your brain sharp.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Peer-to-peer payment apps are one of the newest ways to send money.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Understanding the cycle of investing may help you avoid easy pitfalls.
That big list of dreams and goals isn't the only way to look at your bucket list.
There’s an alarming difference between perception and reality for current and future retirees.