Bob Lawson Bob Lawson

Bunching Charitable Deductions? Don’t Forget the Carryover Rules

The Tax Act of 2017 increased the standard deduction and many people who itemized deductions in the past will now be better off taking the standard deduction. For the charitably inclined, a strategy we have been discussing with our clients is to bunch charitable gifts. While this can be a good strategy, there are limitations.

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Awards, Ranking & Recognition Awards, Ranking & Recognition

2019 Five Star Wealth Managers Award Winners

We are pleased to announce that Sharon Calhoun, Robert P. Lawson, Tyler Schelhaas and John Tenley have won a 2019 Five Star Wealth Manager award! Five Star Professional has recognized an outstanding group of Twin Cities-area wealth managers in 2019.

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Jason Ranallo Jason Ranallo

How Does Inflation Affect Your Lifestyle?

Yes, inflation affects everyone. Yet, it affects everyone very differently. Your lifestyle is based on your income and your expenses. Sometimes, people who have a high standard of living but not a high enough income end up borrowing money to make up the difference. When inflation rises, borrowing money becomes very expensive.

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