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

 

 
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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.

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Newsletters

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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