Mennenga Tax & Financial Service has been serving clients since 1988.  Providing quality service is our commitment to you.  Our year-round staff is available for any tax or financial service needs you or your business may have.

Taxes, retirement planning, financial services, insurance, small business needs, and estate planning are pieces of your personalized financial puzzle.  Each piece is unique and each individual's puzzle is different.  Your financial puzzle can change.  Our advisors will help you put your pieces in place.

To our current clients, we thank you for your continued business and referrals.  We look forward to working with you for many years.

Sincerely,

Marshall & Betty Mennenga

 

 

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

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