Tax, Accounting & Financial Planning Services
The decisions you make today affect what happens to your financial future. At Thielen & Associates, Inc., our team of tax, accounting and financial planning professionals are passionate about helping businesses, as well as high-net worth individuals and families, create wealth and protect it by minimizing future risks. We combine tax planning and wealth management strategies to optimize our clients’ financial success.
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Coronavirus cases are surging again in many parts of the country. Because the pandemic hobbled the stock market in March, you may once again be wondering: "Will my retirement savings be okay?" The average 401(k) balance shrank by 19% in the first quarter of 2020, according to Fidelity Investments.
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Once you've filed your tax return, what should you do with all the forms, receipts, canceled checks and other records scattered across your desk? Do you need to keep them, or can you shred them now?