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.Learn More About Us
Many clients are attracted to ESG investing because they care about building a better world – in addition to building wealth. ESG investing is a natural fit for individuals who care deeply about certain causes and feel a calling to align their portfolios with their values.Learn More
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The New Year is a time for new beginnings. It also provides an opportunity to examine our commitment to our goals. Whether you would like to ditch some bad habits or improve your financial health, the beginning of 2022 is a great time to consider financial New Year’s resolutions. Here are four resolutions that we think are worthwhile.
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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?