Attention
MAYO CLINIC AND OLMSTED MEDICAL CENTER
Employees
Are you retiring and unsure of what to do with your Mayo Pension?
Or are you still working, but unsure of how to use the new investment features available in the Fidelity 403b Plan?
You’re not alone in this!
Get answers and personal financial advice by booking an appointment today at 507-356-8537.
Tiarks Financial advisors have 20+ years of experience. We can help create a unique financial plan for your unique situation.
Nathan Tiarks, AIF®
Owner, Financial Advisor, Pine Island Office & St. James Office
Andrew Tiarks, AIF®
Financial Advisor, Pine Island Office
Heidi Stueber
Medicare Advisor, Pine Island Office
Chelsey Petermann
Administrative Assistant, Pine Island Office
Gene Hackett
Life Representative, Fairmont Office
Kris Tiarks
Administrative Assistant, Pine Island Office
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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