Maxx Krueger

Discover the strategic benefits of choosing South Dakota Trust Situs. Maximize your wealth management strategy with South Dakota's trusted framework. #TrustManagement #AssetProtection #FinancialAdvisors #Trustee #CorporateTrustee #TrustFund #FinancialEducation #EstatePlanning

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Is your business secure from fraudsters? With Positive Pay, you can stay one step ahead and protect your hard-earned money. It's like an insurance policy against fraudulent transactions. Coulee Bank offers competitive pricing and one-on-one training to help you use it effectively. Contact our Treasury Management team to get started! #BankWithconfidence #BankLocal #StaySafe #PositivePay #FraudProtection 🛡️

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Did you know nearly 70% of new business owners say they attempted to acquire some type of a business card once their organizations were established? How can a commercial credit card benefit your business? Click to learn more!

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Attention, credit unions and financial institutions! Are you looking to promote financial literacy and education with your members and customers? Then you need Ever Green by Reseda Group a financial literacy platform full of engaging content you can leverage — blog articles, podcasts, and more, all created by certified financial educators specifically geared toward teens and young adults.  Learn how we can help you empower individuals and communities with financial knowledge at resedagroup.com/evergreen.

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Indianapolis Recorder’s Money Smart Week caps off with Everwise Credit Union sharing strategies for creating a budget. Read more below. https://lnkd.in/gtEvH9ez #Business #Finance #Budget #MoneySmartWeek #Money #Trending #News #Everwise

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Now more than ever, it is essential to have an accurate view of your CECL reserves. Looking more closely at the recent CU Times report on 1Q24 credit union earnings, what stands out is the volatility in provisions for loan losses, which have a major impact on the bottom line. You don’t need to be a top-10 credit union for CECL reserves to have a dramatic effect on one’s earnings performance. With originations down and more credit unions turning into participation buyers, be sure to have a trusted CECL analytics solution in place to set aside credit loss reserves that most accurately reflect the profile of your participation portfolio. You can learn more about LoanStreet’s solution here. https://bit.ly/3WwtyJr Read the CU Times report: https://bit.ly/3WwMSpT

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Filene's 35-year origin story goes back to an idea from Richard “Doc” Heins while serving as president/CEO at CUNA Mutual Group (now TruStage). Stating that “nothing remains the same, especially in the financial services industry, and the needs of consumers will dictate where financial institutions must modify or change their approach,” he believed that the credit union community needed a strong research function. He inspired the creation of Filene Research Institute by evoking support from the credit union system to create a nonprofit credit union think tank in 1989. Today, Filene's credit union member network serves more than 71 million people -- about 1 in 5 across the country -- and represents $1.17 trillion in assets, or just over half of all credit union assets. Learn more about this powerful network: filene.org/membership #35YearsofFilene

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On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is part two of a two-part episode case study regarding tax planning. In this episode, Mike and Kyle review the specifics of the case study, and the dig into tax strategies as it pertains to a self-employed individual. Topics include: NUA (Net Unrealized Appreciation), Roth IRA conversions, and SEP IRAs. This is a great episode discussing taxes for anyone who is a business owner or is self-employed. Click here to watch the full episode: https://lnkd.in/en4ABBiQ #financialplanning #taxplanning

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This week, our team has selected an insightful article that we believe will add significant value to our clients' understanding of the current regional bank boomerang. At Burkholder Wealth Management we are committed to not only delivering exceptional services but also empowering our clients with knowledge that can drive their decisions and strategies forward. Stay tuned as we share this piece with you all! (link: https://lnkd.in/d-D4xXdW) #tulsa #jenks #bixby #burkholderwealthmanagement #taxplanning #collegeplanning #investing #financialplanning #wealthmanagement #markets #saving #financialplanner #ClientSuccess #MarketInsights

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The Best Financial Planners List ⭐ FPA and Money have come together to create the first-of-its-kind Best Financial Planners list, and CFP® professional members of FPA have a chance to showcase their expertise to be included! The list, which will be released this fall, will showcase the best financial planners in the country and give readers insights into the financial planning industry as well as what makes a great financial planner. While completing the questionnaire doesn't guarantee inclusion, it’s a great opportunity to demonstrate your exceptional financial planning skills. Please complete the questionnaire below by July 17 to potentially be part of the Best Financial Planners list. The questionnaire is open for submissions until July 17. The Best Financial Planners Questionnaire ⬇ https://ow.ly/9RFr50Sqc94 Consult your compliance department before completing the questionnaire to ensure your participation is permitted. This opportunity is for CFP® professional FPA members, If you are a CFP who would like to submit the questionnaire for a chance to be included but are not yet a member, become a member here. ⬇ https://ow.ly/Rrtl50Sqc95

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Learn about our Omaha Branch and how they help support monetary policy, bank supervision and payments below.

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Join Ramsey Crookall's drop-in session at the Cycle 360 on Wednesday, June 19th, between 11 a.m. and 3 p.m. Get your investment-related queries answered by experts and take a step forward towards securing your financial future. For more information, reach out to Mark Murley at 01624717171. #investing #investment #invest #investor #stockmarket #stocks #wealth #investments

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Discover the benefits of savings with Bank Midwest. Learn how to open a savings account & explore strategies for reaching your financial goals. https://bit.ly/4aYFkR0

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Elevate your financial game and discover the power of Educational Federal Credit Union. Learn more at www.edfed.org/join. . . . #edfed #creditunion #financialsolutions #scholarships #financing #savings #homeloans #creditcards

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