2024 Year-End Financial Planning Checklist Presented by CalmWater Financial Group   As we approach the end of 2024, it’s time to take a good look at your finances and plan for the year ahead. Think of this as your annual financial checkup—a chance...

How to Prioritize Your Financial Goals as Your Life Becomes More Complex Presented by CalmWater Financial Group   Some people are savers, some are spenders, some live carefully within their means, and some live life to the fullest, even if that results in...

Chuck Olsen of CalmWater Financial Group® Honored in Forbes Best-in-State Wealth Advisor List Presented by CalmWater Financial Group   Forbes Magazine has listed CalmWater Financial Group® Advisor, Chuck Olsen, CFP® as one of a select group of Advisors, “Best in the State of...

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...