Wold Financial, LLC

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Wold Financial, LLC Financial Advice. Insightful Guidance. No offers may be made or accepted from any resident of any other state.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC finra.org sipc.org
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
10/12/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
10/09/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
10/07/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
10/05/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
10/02/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
09/30/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Do you need umbrella insurance? Find out more.
09/28/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

09/25/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
09/23/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
09/21/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Address

1118 South Cedar Lake Road
Minneapolis, MN
55405

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19529360222

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