Kruger Consulting

11/26/2025

Thank you to all that came out in the rain for Pie Day..blessed with all your smiles and love!
Have a safe and Happy Holidays💕

03/12/2025

EXCITING NEWS!
We are thrilled to announce the opening of our new branch office in The Villages, Florida. This expansion is a testament to our continued growth and commitment to better serving our clients in Ohio and Florida. Snowbirds welcome!!

We appreciate your support in sharing us with your family and friends.

01/27/2025

Forever remembered!

Remembering our founding principal, John R Carlson, on what would have been his 59th birthday.

John, we miss you and love you! 🩵

11/27/2024

Happy Thanksgiving to All!! Cornerstone Asset Mgmt joined in on our Client Appreciation Pie Day making it our largest yet…over 90
clients stopped in to pick up their pies. So much fun watching our clients/families thrive and grow. Thank you for so many years of service and confidence. It’s never taken for granted.

09/07/2024

In case you’re in need of a little inspiration, we wanted to share this powerful, timeless reminder from Winston Churchill.

07/26/2024

We’re halfway through 2024, and it's time for a check-in. Are there goals you're chasing or projects you're passionate about?

Share in the comments, and reach out if we can be of help. Let's make the second half of the year even more impactful!

07/03/2024

JW Cole Women’s conference last week in Milwaukee…a big thanks to Jodie and Betty for such a fun tour of your city and to all the JWC ladies for providing new information/ideas to better help our clients!
I was also finally able to visit my cousin in Hudson, WI…what a gorgeous area!!🥰 Have u ever seen a white squirrel?!!

03/17/2024

Did you know you still have time to contribute to your IRA or Roth IRA for 2023? The deadline is April 15th, Tax Day!

The combined annual limit on contributions to traditional and Roth IRAs is $7,000 in 2024 (up from $6,500 in 2023), with individuals age 50 or older able to contribute an additional $1,000. The limit on contributions to a Roth IRA phases out for certain modified adjusted gross income (MAGI) ranges (see table).

For individuals who are active participants in an employer-sponsored retirement plan, the deduction for contributions to a traditional IRA also phases out for certain MAGI ranges (see table). The limit on nondeductible contributions to a traditional IRA is not subject to phaseout based on MAGI.

03/06/2024

Love visiting with my Florida clients…they introduce me to the coolest places💕

02/13/2024

Have you heard the big news about Flexible Spending Arrangements (FSAs) for the 2024 plan year?

📈 Here’s the scoop:

- In 2024, you can allocate up to $3,200 from your payroll to your FSA. That's an increase of $150 from 2023!
- The best part? These contributions are exempt from federal income tax, Social Security tax, and Medicare tax. 💰

👥 For couples: If your spouse also has a plan, you could potentially double this amount! Plus, if your FSA plan allows, you can carry over up to $640 of unused amounts into 2025.

Have questions or need assistance? Please feel free to reach out. We’re here to support you in any way we can!

02/06/2024

What a gorgeous, yummy business lunch…love my Grumpy’s!!💕

02/02/2024

Are you aware of the tax brackets for tax year 2024? While most eyes right now are on the tax year 2023 deadline, it’s worth reviewing the changes coming for next year’s taxes, filed in 2025.

Swipe through for an overview of this information, which could have a big impact on your financial game plan! 📊

On that note, now is an excellent opportunity to strategically maximize your investments. If you have questions or want to dive deeper into this, we’re here to help 🤝 Reach out anytime!