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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When it comes to financial security, it's comforting to know that you have adequate cash reserves to tap when you need them. But there's also a downside to stockpiling cash: It can drag down your portfolio's returns and cause you to fall behind financially over the long haul.
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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?