Colleen Weber CPA LLC

10/26/2026

Looking to boost your retirement savings and keep more of your hard-earned money? A Roth IRA conversion might be just what you need.

re Roth IRA conversion benefits a good fit for your situation? Colleen Weber CPA, CFP® is a fee-only CPA and financial firm based in Chanhassen, Minnesota.

10/23/2026

Our finances tell a story, and as every author knows, a good story has a well-developed beginning, middle, and end. But if you let emotions write your story, you may need some revisions.

Let’s look at how we can flip the script and ultimately take emotions out of the equation.

Don’t let emotions write your financial story. Here’s how to take emotions out of your financial equation.

10/21/2026

Don’t let uncertainty stand in the way of your financial goals. Set up a consultation today and discuss the path forward.
https://colleenweber.com/lets-talk/

10/19/2026

How much stock from one company is safe to own?

There’s no easy answer to that question, but there’s no denying that when you concentrate your investments on an individual stock, the risk goes way up.

Diversifying your portfolio is one of the most important things you can do to shield your investments. Learn more here!

10/16/2026

With all the complex tools and strategies out there, the lessons that make the biggest difference aren’t about numbers at all. They’re about mindset.

Read our article to see how a shift in perspective can change the way you approach your finances.

By Colleen Weber, CFP®, CPA As both a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the industry, I’ve spent my entire professional career learning as much as I can to better serve my clients. Because of this, I often get asked a...

10/14/2026

Release the burden of financial planning and tax planning by working with a CPA financial advisor. Book your introductory meeting to start bridging the gap between your financial dreams and reality.

Start simplifying your financial life by working with a CPA financial advisor.

10/12/2026

Estate planning plays a pivotal role in preserving and transferring wealth across generations.

In this article, we review how sophisticated estate planning strategies serve wealth preservation and transfer at each stage of life. Check it out!

Learn the value of estate planning at every stage of life. Colleen Weber is a CPA and fee-only financial advisor based in Chanhassen, MN.

10/09/2026

When your money mirrors who you are and what you believe, you’ll feel like you’re the master over your money, steering your own ship. But how can you make your money align with your values?

Here are five easy steps.

Exploring the idea of values-based financial planning? Read our strategies and tips from Colleen Weber CPA, CFP.

10/07/2026

Have questions about working with a financial advisor?

We've got answers!

Check out our FAQ page to learn more about what we do and how we can help you plan for the future.

Learn more about how we can help you plan for a better financial future.

10/06/2026

High income can create more tax-planning opportunities. Here are year-end tax strategies to consider before December 31. Link in the comments.

Year-end tax strategies for high earners. Colleen Weber CPA, CFP® is an independent fee-only CPA and financial firm in Chanhassen, MN.