8 Things to Consider Before Buying Your Aging Parent's Home Presented by CalmWater Financial Group   The “great wealth transfer” is set to take place over the next two decades, when baby boomers (the wealthiest generation in American history) will pass $30 trillion...

Guarding Against Identity Theft Presented by CalmWater Financial Group   When someone uses your name, credit card, social security number, or other financial information to commit a crime, you are a victim of identity theft. Luckily, you can take steps to make it...

Your Year-End Financial Planning Checklist for 2023 Presented by CalmWater Financial Group   As 2023 winds down, your focus may begin turning to holiday planning, family gatherings, and delicious food. You might even entertain the idea of getting your tax documents in order....

Inheriting Debt from a Family Member Presented by CalmWater Financial Group   Thinking about a loved one’s outstanding debt is the last thing on anyone’s mind when a family member passes away. Unfortunately, many people find themselves dealing with creditors and figuring out...

Chuck Olsen of CalmWater Financial Group® Honored in Forbes Best-in-State Wealth Advisor List for 2023 Presented by CalmWater Financial Group   Norfolk, NE (April, 2023) CalmWater Financial Group®, a provider of financial services in Norfolk, NE is proud to announce that Chuck Olsen has...

Teaching Teens Financial Responsibility Presented by CalmWater Financial Group   We feel confident our kids will be taught reading, writing, and basic math in school. But how will they learn to budget, use a credit card, save for a car or a down...

Tax Changes You Need to Know About for 2022 Presented by CalmWater Financial Group   At the end of a year dominated by inflation, interest rate hikes, market turbulence, and recession fears, we can all use a break. Thankfully, the Internal Revenue Service...

Your Guide to Year-End Financial Planning for 2022 Presented by CalmWater Financial Group   As 2022 comes to a close, you’ll want to reassess your financial goals, examine any life changes that will affect your saving or spending, and learn about recent developments...

Budgeting for The Holiday Season Presented by CalmWater Financial Group   As the winter gifting holidays approach, current economic conditions might cause you to be more cautious than usual about how much you spend on friends and family this year. If rising costs,...

Your Guide to Charitable Giving Through Crowdfunding Presented by CalmWater Financial Group   As fall quickly approaches, so do the seasons of giving thanks, giving gifts, and for many, giving back. In fact, according to the 2021 Charitable Giving Report by the Blackbaud...