Blog

Here at Team Roger Menden, we are working hard through a pile of returns for our Shakopee, MN tax clients, both from extensions and for corporate filings (due tomorrow, 9/15, as I sit down to write this on Monday morning!) -- but that doesn't mean I won't carve out...

I've become increasingly aware that although I share with you strategies, tips and whatnot every week -- it can be difficult to actually act on them, in the evenings for example, when the demands of family and the need for down-time pull at you. That's ESPECIALLY true...

There was some eye­-opening news recently about student debt. From the WSJ article: http://on.wsj.com/1fEi4eG ... ... As of July, 6.9 million Americans with student loans hadn't sent a payment to the government in at least 360 days, quarterly data from the Education...

It seems like every end-of-summer brings a similar refrain, just with different details. These past few weeks, we have been "blessed" with: Iran and nuclear weapons. Greece, the deteriorating European Union, and signs of serious shakiness in Chinese markets. (Indeed,...

There is a bit of a flood of recent tax-related news that I'd normally dispense with in the opening remarks of my Note here ... but it's weighty enough (and possibly could affect you), that I wanted to take a little more time for explanation of each. But maybe the...

I hope you are doing well. I have some thoughts for you today that may be a little bit of a mental (or emotional) stretch. You see, when I write about financial principles in these Notes that I post, I do so recognizing that my clients come from a wide variety of...

Meeting with clients for mid-year planning sessions the past few weeks has been wonderful. No -- really! And yes, I know, I should get out more. The reason we enjoy doing this (especially this time of year), is seeing that look on our clients' faces when we identify...

A couple weeks back (after Independence Day), I wrote about the shared covenant we are blessed with in our nation. Our Constitution and our laws form a different kind of bond than what was ever seen, at least at the time of our nation's founding. (Speaking of...

I have an action item for you in a moment, but before I get there, allow me to explain... You see, one of the projects toward which I devote my time during the summer, is expanding my financial intelligence. I'm not just referring to learning more technical moves, or...

As we just celebrated our Independence Day, I think it's worth considering *financial* independence. But we should pause first in gratitude to Will Smith and Jeff Goldblum who, along with our armed forces, back in 1996 successfully repelled an alien invasion that was...

We've seen many parents in our offices these last few months, and we obviously go over tax returns, customized plans for saving more on taxes, as well as a variety of other strategies for handling their assets so that their children will, one day, be financially...

The events in Charleston last week have left all of us -- once again -- searching for answers to what feels like a festering wound simmering under the surface of our culture. But the grace notes we have seen coming from the hearts and mouths of survivors and family...