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8 Wealth Management Issues. Tailored Financial Planning for Your Future. Attaining Life Goals Through Personalized Financial Planning. Concise Goals Give Every Client Peace of Mind. You have goals when it comes to your financial future. What If You Get Audited? The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing. Putting a Price Tag On Your Health. Being healthy not only makes you feel good, it may also help you financially. Getting ...

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Home | MRK Financial | mrkfinancial.com Reviews

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8 Wealth Management Issues. Tailored Financial Planning for Your Future. Attaining Life Goals Through Personalized Financial Planning. Concise Goals Give Every Client Peace of Mind. You have goals when it comes to your financial future. What If You Get Audited? The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing. Putting a Price Tag On Your Health. Being healthy not only makes you feel good, it may also help you financially. Getting ...

INTERNAL PAGES

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1

The MRK Difference

http://www.mrkfinancial.com/p/the-mrk-difference

8 Wealth Management Issues. Working with MRK Financial Solutions, means working with a family that really listens to you. We know that before we can provide you with a sound financial plan, we have to understand what is most important to you. And, the only way to do that is by truly listening. This dedication coupled with our mission is what distinguishes us as a firm. It is our values that differentiate your experience as a client:. Fully understand client needs and objections. Justin Prescott is a Regi...

2

What If You Get Audited? | MRK Financial Solutions

http://www.mrkfinancial.com/resource-center/tax/what-if-you-get-audited

8 Wealth Management Issues. What If You Get Audited? The chance of being audited rises with income level. In 2015, only 0.6% of those with incomes between $100,000 and $200,000 were audited; 3.8% of those with incomes between $500,000 and $1 million were audited; and 34.7% of those with incomes over $10 million were audited. Source: Internal Revenue Service, 2016. 8220;Audit” is a word that can strike fear into the hearts of taxpayers. The IRS selects returns for audit using three main methods.². General...

3

What to Look for in a Long-Term Care Policy | MRK Financial Solutions

http://www.mrkfinancial.com/resource-center/insurance/what-to-look-for-in-a-long-term-care-policy

8 Wealth Management Issues. What to Look for in a Long-Term Care Policy. How Old Are You? Age can makes a difference in the cost of a long-term care policy. Generally, the older you are when you purchase a policy, the higher you can expect the premiums to be. Source: U.S. Department of Health and Human Services, 2015. What types of facilities are covered? Long-term care policies can cover:. Personal care in your home. What is the daily, weekly, monthly benefit amount? What is the maximum benefit amount?

4

Tax | MRK Financial Solutions

http://www.mrkfinancial.com/resource-center/tax

8 Wealth Management Issues. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? The Facts About Income Tax. Do You Owe The AMT? When you take...

5

Lifestyle | MRK Financial Solutions

http://www.mrkfinancial.com/resource-center/lifestyle

8 Wealth Management Issues. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions. An Arm and a Leg. To Catch a Thief. Keeping Good Records is Good Business.

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Cyber Advisors | Testimonials

http://cyberadvisors.com/testimonials

Forsythe Appraisals, LLC. Amherst H. Wilder Foundation. MRK Financial Solutions, Inc. From employing 12 separate IT professionals to going all in with Cyber Advisors. LEARN MORE. Relying on Cyber Advisors to provide agile responses for their needs. More than product placement. Learn More. Forsythe Appraisals, LLC. A complete IT overhaul. The Amherst H. Wilder & Cyber Advisors Partnership. MRK Financial Solutions, Inc. Building a Predictable and Proactive Strategy. 7550 Meridian Circle North.

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Portfolio Management | MRK Financial Solutions, Inc.

http://www.mrkfs.com/p/professional-money-management

Who is HD Vest? 8 Wealth Management Issues. You want to have peace of mind when it comes to your finances. As your financial advisor we want the same for you. We do not just evaluate your immediate investment needs; we consider your overall life goals. This strategy helps us ensure your greatest financial needs are not overlooked. Our approach involves our five-step professional money management process. Step 1: Understanding Your Investment Goals and Objectives. Step 4: Monitoring and Rebalancing. Commu...

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Our Community | MRK Financial Solutions, Inc.

http://www.mrkfs.com/p/community-involvement

Who is HD Vest? 8 Wealth Management Issues. We are not only dedicated to improving the lives of our clients, but also bettering the communities we call home. As a pledge to our commitment, we actively sponsor and donate to the following causes and organizations:. Northland School of Dance. Wayzata High School Athletic Boosters. St Paul Blackhawks Soccer Club. TwinWest Chamber of Commerce. Sign up for my Newsletter. Error processing your request. Please try again at a later time. Alex Mayrand, CFP. John h...

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Tax Resources | MRK Financial Solutions, Inc.

http://www.mrkfs.com/tools/tax-resources

Who is HD Vest? 8 Wealth Management Issues. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Sign up for my Newsletter. Error processing your request. Please try again at a later time. Alex Mayrand, CFP. Alex joined MRK...

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Retirement | MRK Financial Solutions, Inc.

http://www.mrkfs.com/resource-center/retirement

Who is HD Vest? 8 Wealth Management Issues. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. How to Retire Early. Investment Strategies for Retirement. Around the country, attitudes about retirement are shifting.

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Team

http://www.mrkfs.com/team

Who is HD Vest? 8 Wealth Management Issues. Find A Team Member. Alex Mayrand, CFP. Dan Igo, AIF. Justin Prescott, CFP. Wendy Peichel, AIF. Our licensed advisors and experienced team of professionals work together to provide you with quality investment advice and the highest level of personalized support. . Financial Advisor, Founder and CEO. Alex Mayrand, CFP. Justin Prescott, CFP. Director of Business Development. Dan Igo, AIF. Director of Retirement Plan Consulting. Wendy Peichel, AIF. Alex Mayrand, CFP.

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Services | MRK Financial Solutions, Inc.

http://www.mrkfs.com/p/services-overview

Who is HD Vest? 8 Wealth Management Issues. MRK Financial Solutions has been providing independent, unbiased investment and financial planning services for its clients for more than 25 years representing approximately 1,500 households, corporations, and retirement plans. MRK Financial Solutions Advisors’ clients come from a broad array of industries and are varied in size. We have an in-house Portfolio Management and Investment Committee which means your portfolio receives the benefit of our ongoing mana...

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Estate | MRK Financial Solutions, Inc.

http://www.mrkfs.com/resource-center/estate

Who is HD Vest? 8 Wealth Management Issues. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Execut...

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8 Wealth Management Issues | MRK Financial Solutions, Inc.

http://www.mrkfs.com/p/8-wealth-management-issues

Who is HD Vest? 8 Wealth Management Issues. 8 Wealth Management Issues. There are eight common wealth management issues that impact every individual’s financial plan which ultimately affect your ability to attain your goals. By identifying how these eight wealth management issues will specifically affect you, we are able to remove the potential obstacles and provide a truly customized, holistic approach you can have confidence in. Risk Management for Your Family. Cash Flow and Debt Management. The though...

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Money | MRK Financial Solutions, Inc.

http://www.mrkfs.com/resource-center/money

Who is HD Vest? 8 Wealth Management Issues. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. Keeping Up with the Joneses. Your Cash Flow Statement. What Our Kids Can Teach us About Saving Money. Well, they are. The Lowdown on ...

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December 20, 2013. Money can’t buy you happiness, right? Lately, there’s been people getting angry about how low minimum wage. This comic is really a nudge at what may happen sooner or later in this country. As the executives of these companies grow, they get more and more money, exponentially getting larger, while the lower class. Will keep receiving such a low pay. The Minimum Wage Debacle. The History of The Minimum Wage. Minimum Wage rises – how to comply with the changes. December 5, 2013. 8220;In p...

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8 Wealth Management Issues. Tailored Financial Planning for Your Future. Attaining Life Goals Through Personalized Financial Planning. Concise Goals Give Every Client Peace of Mind. You have goals when it comes to your financial future. What If You Get Audited? The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing. Putting a Price Tag On Your Health. Being healthy not only makes you feel good, it may also help you financially. Getting ...

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