Mikal C. Anschutz, CLU, RICP - Thrivent

05/13/2022

It was great to reconnect with my former grade school teacher, Mr. Schmidt, this week! Amazing to see everything he is doing at NEW Lutheran, especially on the technology side for their students.

01/14/2019

Having high balances on your credit cards is like having a small hole in your financial boat. Over time, the water will sink the boat. The high interest will flood your finances and eat away at your money. Money you could be saving for retirement, or your next vacation. If paying down debt is a goal of yours, lets talk.

Find out here the depressing length of time many Americans think it will take to pay off their credit card debt.

05/15/2018

**Important Info!!**

I wanted to take the time to notify you of the new Wisconsin Child Sales Tax Rebate. Starting today May 15th, 2018 you will have the chance to file a claim to receive a child sales tax rebate. This is due to a strong economy in the tax year of 2017 that resulted in a surplus in the Wisconsin State budget. This budget totaled to almost $400 million for the state. Governor Walker and our state legislature have decided to return some of the surplus to the taxpayers that are raising a dependent child.

Dates to remember: Filing start date is May 15th, 2018 and the filing deadline date is July 2, 2018. They are looking at August being the payout month, where you will receive your $100 rebate.

Qualifications:
• Child must be under the age of 18
• Child must be a dependent of the claimant for tax year of 2017
• Child must be a Wisconsin state resident
• Child must be a US citizen

What you need to file your claim:
• Go to childtaxrebate.wi.gov
• Social Sec. Number
• The eligible child’s social sec. number
• Bank routing and account number for direct payment
• If you are a nonresident or have moved out of WI in the year 2017, you have to show at least $100 of WI state sales tax paid in the year 2017 for each child that is eligible.

Should you have any questions regarding the process please don’t hesitate to reach out to me. If you have tax related questions please contact your accountant or tax advisor.

08/25/2017

Millennials and generations that follow will need to have a different mindset and game-plan when saving for their future. This article gives some great insight on new challenges we face and what we can do to overcome them. Contact me if you have any questions.

Planning for your financial future can be intimidating. Follow these key principles of financial security to maximize your savings & improve your happiness.