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...

What Are Social Engineering Scams—and How Can You Avoid Them? Presented by CalmWater Financial Group   You receive an email from a website you regularly use asking you to click a link to change your password due to suspicious activity. You take a...

Stay on Track: 10 Tips for Midyear Financial Planning Presented by CalmWater Financial Group   Although we all have the best intentions when we set financial goals each January, a lot can happen in 12 months to cause you to veer off course....

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 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...

Your Guide to Year-End Financial Planning A 10-Point Checklist Presented by CalmWater Financial Group   From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another roller-coaster year. With the fourth quarter upon us,...