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Latest Articles

Retirement

  • How Women Can Prepare For Retirement
  • FIRE Retirement
  • Women on the Rise
  • Saving Early & Letting Time Work For You
  • Healthcare Costs That Catch Retirees Off Guard
  • Introducing the 530A Accounts
  • 9 Facts About Retirement
  • 7 Questions to Consider in Retirement
  • Money-Saving Tips for Managing Your Subscriptions
  • Tips for Improving Your Financial Health into Retirement
  • Tax Strategies for Retirement Account Withdrawals
  • Why You Should Invest in Your 401(k)

Investment

  • Understanding Equity Compensation
  • Estimating the Cost of College
  • The Pros and Cons of an NUA Strategy

Insurance

  • When Life Insurance Becomes Taxable
  • Keeping Summer Safe: Pool and Spa Safety Tips
  • Teen Drinking and Your Liability
  • The Cost of Medical Care
  • What to Look for in an Extended-Care Policy

Tax

  • 2026 Tax Law Changes
  • How Income Taxes Work
  • How to Make the Tax Code Work for You
  • Five Most Overlooked Tax Deductions
  • Understanding Marginal Income Tax Brackets
  • What's My 2026 Tax Bracket?
  • Tax & Estate Strategies for Married LGBTQ+ Couples
  • Filing Final Tax Returns for the Deceased
  • What Do Your Taxes Pay For?
  • What You Need to Know about Tax-Loss Harvesting
  • Building a Plan: Tax Strategies for Retirement Income
 

Contact

Office: (952) 445-3040

Fax: (952) 233-1860

940 Vierling Drive West

Shakopee , MN 55379

Edward@kwgadvisors.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Cetera Networks, Cetera Wealth Management Group, Cetera Wealth Partners, and Summit Financial Networks are all distinct communities within Cetera Wealth Services, LLC.

Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://ceterawealthservices.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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