CONNECT

Address:

814 Atlas Ave
Madison, WI 53714

Phone:

608-241-5678

Fax/Other:

608-241-4767

College Funding 101

Thursday, September 28th 6:30pm - 7:30pm

Conference Room at Mennenga Tax & Financial Service

814 Atlas Ave, Madison WI 53714

Call 608-241-5678 or email recep@mtfteam.com to register.

 

Our educational seminar will show you:

  • The various options to save for college
  • The most tax efficient way to save for college
  • Pre-planning can help increase financial assistance
  • Importance of correctly completing the FAFSA form

 

 

Interested in Solar Energy?

Monday, October 2nd 6:00pm - 7:00pm

Conference Room at Mennenga Tax & Financial Service

814 Atlas Avenue, Madison WI 53714

Call 608-241-5678 or email recep@mtfteam.com to register

Attend our informative seminar and learn:

  • The basics of solar power
  • How much you can save with solar panels
  • The tax benefits of installing solar panels
  • How to help your favorite non-profit benefit from solar energy

 

 

Medicare Supplement Options

and

Making the Most of Charitable Contributions

Thursday, October 5th 9:30am-11:30am

Monona Community Center 1011 Nichols Rd, Monona WI 53716

Call 608-241-5678 or email recep@mtfteam.com to register.

Get answers for all of your questions at our educational seminar. We will be covering:

  • Are all Medicare Supplement plans the same?
  • Is there a better supplement for you?
  • What is a Medicare Advantage Plan?
  • What is the best way to fund your charitable contributions?
  • Should you give a check from your personal account, or stocks and mutual funds, or money from your IRA?
  • Are your current contributions saving you any taxes?

 

Shredding and Recycling Day

October 7, 2017          8:30 am to 11:30 am 

Mennenga Tax & Financial Service Parking Lot

Shred-It and Resource Solutions Corp. will be located in the main parking lot from 8:30 - 11:30  for our annual Shredding and Recycling Day!  Bring any documents you do not need anymore and they will be shredded right before your eyes.  Or if you have old electronics, you can drop them off and have them disposed of properly!  We are trying to keep those items out of the landfills.

(Is there a cost? click here)

 

Tax Return & Documentation Retention:  7 years

Double Check your Social Security Annual Summary before disgarding old W-2's or 1099's.  You should check that the amount subject to Social Security on your Social Security Statement is the same number as Box 3 on your W-2.  You don't want to rely on contacting old employers who may not be around anymore to get copies of your paystubs or W-2s!

 

Retirement Planning

Monday, October 9th 6:30pm - 8:00pm

Monona Community Center

1011 Nichols Rd, Monona WI 53716

Call 608-241-5678 or email recep@mtfteam.com to register

By attending our educational seminar you will learn:

  • How to increase your portfolio return via proper tax strategies
  • Where your retirement paychecks will come from
  • How inflation will impact retirement
  • How to spot roadblocks in your retirement map ahead of time
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck