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Estate Planning

Navigating Oregon Estate Tax: Strategies for Retirees and Business Owners

Morgan Ranstrom, CFA, CFP®, CEPA®

woman in blue and white plaid shirt wearing black hat

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Retirement Planning

How Much Do I Actually Need to Retire? (A More Honest Answer)

Morgan Ranstrom, CFA, CFP®, CEPA®

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Investments

The Big Mistake: Private Credit, Sexy Investments, and Why Boring Wins

Morgan Ranstrom, CFA, CFP®, CEPA®

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Retirement Planning

Strategic Charitable Giving: How to Make Your Generosity Count

Morgan Ranstrom, CFA, CFP®, CEPA®

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Business Planning

How Much Cash Should a Business Keep on Hand?

Bill Mulvahill, CPA CFP® CEPA MBT

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Retirement Planning

Breaking Down the House Republican Tax Bill: What Minnesota and Oregon Business Owners Need to Know

Morgan Ranstrom, CFA, CFP®, CEPA®

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Retirement Planning

Top Ten Tax Planning Strategies for Small Business Owners

Bill Mulvahill, CPA CFP® CEPA MBT

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Tax Planning

Structuring Early Retirement Income to Pay 0% in Capital Gains Taxes

Morgan Ranstrom, CFA, CFP®, CEPA®

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Retirement Planning

Tax Location: A Crucial Component of Retirement Success

Morgan Ranstrom, CFA, CFP®, CEPA®

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Tax Planning

Key Tax Planning Strategies to Consider Prior to Retirement

Morgan Ranstrom, CFA, CFP®, CEPA®

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Tax Planning

The Five Biggest Risks To Confront in Retirement

Morgan Ranstrom, CFA, CFP®, CEPA®

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Tax Planning

Four Essential Strategies for Building Roth Assets

Morgan Ranstrom, CFA, CFP®, CEPA®

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Retirement Planning

Make Tax Planning on Ongoing Event and Save Money

Morgan Ranstrom, CFA, CFP®, CEPA®

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Estate Planning

Navigating Minnesota Estate Tax: A Comprehensive Guide for Retirees

Morgan Ranstrom, CFA, CFP®, CEPA®

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Retirement Planning

The 7 Best Twin Cities Financial Advisors to Consider in 2024

Morgan Ranstrom, CFA, CFP®, CEPA®

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Retirement Planning

What’s the #1 Risk to Retirement?

Morgan Ranstrom, CFA, CFP®, CEPA®

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Tax Planning

Four Keys to Minimizing Your Lifetime Tax Bill

Morgan Ranstrom, CFA, CFP®, CEPA®

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Tax Planning

How to Avoid the 5 Biggest Retirement Risks

Morgan Ranstrom, CFA, CFP®, CEPA®

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Tax Planning

How to Manage Capital Gains Tax

Morgan Ranstrom, CFA, CFP®, CEPA®

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Retirement Planning

Harvesting Gains in the Zero Percent Capital Gains Bracket

Morgan Ranstrom, CFA, CFP®, CEPA®

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© 2026 Trailhead Planners

Form CRS

Form ADV Part 2

Trailhead Planners, LLC (“Trailhead”) is a registered investment advisor offering advisory services in the States of Oregon, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Trailhead Planners, LLC, disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Trailhead does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Trailhead be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Trailhead or a Trailhead authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

About

Retirees

Entrepreneurs

Family Wealth

Blog

Contact

© 2026 Trailhead Planners

Form CRS

Form ADV Part 2

Trailhead Planners, LLC (“Trailhead”) is a registered investment advisor offering advisory services in the States of Oregon, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Trailhead Planners, LLC, disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Trailhead does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Trailhead be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Trailhead or a Trailhead authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

About

Retirees

Entrepreneurs

Family Wealth

Blog

Contact

© 2026 Trailhead Planners

Form CRS

Form ADV Part 2

Trailhead Planners, LLC (“Trailhead”) is a registered investment advisor offering advisory services in the States of Oregon, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Trailhead Planners, LLC, disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Trailhead does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Trailhead be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Trailhead or a Trailhead authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.