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.
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.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Beware of these traps that could upend your retirement.
The recent market drop is an important reminder of why it's important to take a long-term view.
Is your estate in order? This short quiz may help you assess your overall strategy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The federal government requires deceased individuals to file a final income tax return.
For homeowners who think their property taxes are too high, there are ways to appeal.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A bucket plan can help you be better prepared for a comfortable retirement.
Here’s a crash course on saving for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A special needs trust helps care for a special needs child when you’re gone.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.