• 218-444-3863
  • 3728 Bemidji Ave N, Suite 400
Fieldstone Financial :: Bemidji, MN, area Bookkeeping, Payroll, Tax Accountant, CPA, Financial Advisor, Tax Return Preparation, Quickbooks
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​NEWS

TAX ADVANTAGE VEHICLES

2/18/2020

 
​The Benefits of Tax-Advantaged Savings Vehicles
Taxes can take a big bite out of your total investment returns, so it's helpful to look for tax-advantaged strategies when building a portfolio. But keep in mind that investment decisions shouldn't be driven solely by tax considerations; other factors to consider include the potential risk, the expected rate of return, and the quality of the investment.

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FLEXIBLE WORK SCHEDULES

2/4/2020

 
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​Yes, it just might be the key. Your job is the foundation for general financial security, including retirement. In addition to providing you with a steady salary and valuable employee benefits, it typically brings with it the ability to save in a tax-advantaged employer-sponsored retirement plan like a 401(k), and if you're lucky, a pension. It also allows you to start qualifying for Social Security retirement benefits.


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​​Investment Advisory services are offered through Sutterfield Financial Group, Inc., an SEC Registered Investment Advisor. 

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OFFICE: 3728 Bemidji Avenue N, Suite 400, Bemidji, MN 56601

PHONE: (218) 444-3863

HOURS: Monday - Friday 8 am - 5 pm

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