Annuities 101: How They Work & If They’re Right for You!

When people hear the word annuity, it often triggers a strong reaction—and not always a positive one. But like many financial tools, annuities have evolved. And if you’ve been hearing mixed messages about whether annuities are a smart move for your retirement, you’re not alone. I recently sat down with financial strategist Pete Catalano to […]
Tax Strategies for W-2 Workers: Maximize Deductions and Reduce Your Tax Burden
Are you a high-earning W-2 employee looking to reduce your tax burden? Many people in high-income brackets often find themselves limited in the tax-saving strategies available to them. However, understanding how to maximize your deductions and utilize available credits can make a substantial difference in what you keep each year. Here’s a breakdown of essential […]
Stop Wearing All the Hats: How Gundersons CFO Services Can Help

From Passion to Profit: How to Stop Wearing All the Hats in Your Business As a small business owner, you likely started your venture with a passion—whether it’s crafting delicious recipes, building with your hands, caring for others, or working with animals. But over time, you may have found yourself desiring to stop wearing all […]
Ending the Year Off With a Bang!
Have You Scheduled Your Yearly Bookkeeping Review Meeting Yet?
August Newsletter

Click here to order! Networking Opportunities Emilee and Kristin are members of a networking group that meets every Thursday from 11 A.M. – 12:30 P.M. on Zoom and are really enjoying it. Those looking to network and share their businesses are welcome to join us during this time. Some open chairs for our networking group are: Construction […]