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.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
For some, the social impact of investing is just as important as the return, perhaps more important.
Beware of these traps that could upend your retirement.
How to help determine life insurance needs to provide for your family after you pass away.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
What does the Tax Reform and Jobs Act mean for you?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
What is your plan for health care during retirement?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
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.
There’s an alarming difference between perception and reality for current and future retirees.
That big list of dreams and goals isn't the only way to look at your bucket list.
Here’s a crash course on saving for college.