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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If you are nearing retirement or are already retired, chances are you’ve heard of the 4% rule for determining how much money you can withdraw from your portfolio in retirement. But what does the 4% rule really mean?
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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?