Posts by Northwest Financial & Tax Solutions

The Hidden Gem of Retirement Savings Accounts

When saving for retirement, you’re probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs. But you may not be aware of another type of tax-preferred account that may prove very useful, not only during your working years but also in retirement: the health savings account (HSA). Northwest Financial & Tax…

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Statement from Jason T. Lambert Regarding Cottonwood Residential, Inc.

Cottonwood Residential, Inc. (CRI) recently sent a letter and Information Statement to common stockholders. On August 1, 2018, the Company executed an agreement to sell approximately $440 million in assets (12 properties) as the first step in recapitalizing the Company in order to repay and redeem the various interests held by FrontRange Capital Partners and Equity Resource Investments, including…

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Meet Bruce Anderholt

Northwest Financial & Tax Solutions is Growing to Serve You. Jeff and the team are proud to announce the addition of Bruce Anderholt to the advisor team.Bruce joined Northwest Financial & Tax Solutions in January 2018 as a Financial Advisor. Bruce takes care of our clients with retirement & income planning, as well as account…

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