Author: andrea

Budgeting for The Holiday Season

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

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...

Chuck Olsen – Forbes Best-in-State

Chuck Olsen of CalmWater Financial Group® Honored in Forbes Best-in-State Wealth Advisor List for 2022 Presented by CalmWater Financial Group   Norfolk, NE (April, 2022) CalmWater Financial Group®, a provider of financial services in Norfolk, NE is proud to announce that Chuck Olsen has...

Tax-Smart Planning Strategies

Tax-Smart Planning Strategies Presented by CalmWater Financial Group   Minimizing your annual income taxes requires a regular review of your overall financial position. With tax season underway, now is the perfect time to evaluate some effective strategies that could help reduce your current...

Year-End Financial Planning Checklist

Year-End Financial Planning Checklist 10 Suggestions to Help You Stay on Track Presented by CalmWater Financial Group   Although 2020 has been a year of unexpected changes, one routine has remained consistent: the fourth quarter means it’s time to begin organizing your finances for...

Medical and Economic News Continues to Improve

Medical and Economic News Continues to Improve Presented by CalmWater Financial Group   This week, we had more good news on the medical front. The pandemic remains under control and is showing continued improvement. Case growth has declined over the past two weeks,...

Despite Bumps Along the Way, Road to Recovery Shows Promise

Despite Bumps Along the Way, Road to Economic Recovery Shows Promise Presented by CalmWater Financial Group   Halfway through 2020, we’ve already had enough news (and then some) to fill up an average year. So far, we’ve seen a pandemic explode—then moderate. The...