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    • Home
    • Safe Money Strategies
    • Health Insurance
    • Medicare 101
    • Your Safe Money Show
    • Financial Materials
    • Videos & FAQ
    • Todd's Blog
    • Links
    • Insurance
    • Our Team
    • Contact

320-679-5183 or 855-22MONEY

Sjoberg & Holmstrom, LLC
  • Home
  • Safe Money Strategies
  • Health Insurance
  • Medicare 101
  • Your Safe Money Show
  • Financial Materials
  • Videos & FAQ
  • Todd's Blog
  • Links
  • Insurance
  • Our Team
  • Contact

What Red Flags cause a tax audit 1-21-23

As tax time is coming closer, Todd will have red flags that can trigger a tax audit. Last year a new rule went into effect that if you’re retiring early, it could mean more money in your pocket, Todd will explain. And Brushing scams, what are they and how can we protect ourselves from them?  

If you're retiring early you'll want to understand this rule

If you're retiring early you'll want to understand this rule

If you're retiring early you'll want to understand this rule

Learn more from Investopedia

Brushing scams explained

If you're retiring early you'll want to understand this rule

If you're retiring early you'll want to understand this rule

Learn more from Kiplinger Website

Red Flags that can trigger an audit

If you're retiring early you'll want to understand this rule

Red Flags that can trigger an audit

Learn more from Kiplinger Website

Catch Up contributions with Secure Act 2.0 1-14-23

 The Secure Act 2.0 has been signed into law, Todd will talk about the catch-up contributions improving with that. Also, there are things you need to consider if you get an inheritance, he’ll explain. And he’ll demystify car insurance.  

Catch Up contributions with Secure Act 2.0

Catch Up contributions with Secure Act 2.0

Catch Up contributions with Secure Act 2.0

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Getting an inheritance

Catch Up contributions with Secure Act 2.0

Catch Up contributions with Secure Act 2.0

Learn more

Demystifying car insurance

Catch Up contributions with Secure Act 2.0

Demystifying car insurance

Learn more

Risks of buy now pay later 1-7-23

Todd will have reasons you'll blow up your retirement plan. How to build credit when you don't have any, where do you start? And he'll have the risks of "Buy Now Pay Later" programs.  

Reasons you'll blow up your retirement plan

Reasons you'll blow up your retirement plan

Reasons you'll blow up your retirement plan

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How to build credit when you don't have any

Reasons you'll blow up your retirement plan

Reasons you'll blow up your retirement plan

Learn more

Risks of buy now pay later

Reasons you'll blow up your retirement plan

Risks of buy now pay later

Learn more

Year-end financial checklist 12-31-22

Year end financial checklist. Smart ways to gift money to children. And what is financial hoarding and how can you fix it?  

10 step year end financial checkist

Smart ways to gift money to children

Smart ways to gift money to children

Learn more from Consumer Reports website

Smart ways to gift money to children

Smart ways to gift money to children

Smart ways to gift money to children

Learn more from the CNBC wesite

What is financial hoarding

Smart ways to gift money to children

What is financial hoarding

Learn more from the US News website

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