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April 17, 2020 in Articles

Highlights from the CARES Act and Recent IRS Rulings

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Highlights from the CARES Act and Recent IRS Rulings Get in touch with our team On Friday, March 27, 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act.  This ...

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January 16, 2020 in Articles

New Laws Under SECURE Act Effective 2020

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New Laws Under SECURE Act Effective 2020 Get in touch with our team On December 20, 2019 the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law.  The prov ...

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August 13, 2019 in Articles

Can Grandparents Funding College Mess Up a Grandchild’s Financial Aid Package?

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Can Grandparents Funding College Mess Up a Grandchild’s Financial Aid Package? Get in touch with our team Quite often now, I am having discussions with parents whose kids are about to enter ...

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July 30, 2019 in Articles

Doing More Harm Than Good?

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Doing More Harm Than Good? Get in touch with our team Written by Kristin Brandli Printon, Partner & Financial Consultant at Moxie Wealth Management A few weeks ago, I met with a new plan ...

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April 8, 2017 in Articles

Hope Is Not Enough

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Hope Is Not Enough Get in touch with our team Far too often we envision a life different than the one we are living. We may want a different job, new car, healthier lifestyle, deeper relati ...

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Check the background of this firm on FINRA’s BrokerCheck.

Joe Burgess, Kristin Brandl Printon, and Amanda Charles are registered representatives and investment advisor representatives of Cetera Advisor Networks LLC.

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

This website may contain articles or information that is a general discussion of federal tax laws and strategies that may benefit a taxpayer. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. Financial professionals do not provide tax or legal advice. Taxpayers should seek the advice of their own advisors regarding any tax and legal issues specific to their situation.

Moxie Wealth Management is affiliated with North Star Resource Group. North Star Resource Group is independently owned and operated. North Star Resource Group and Moxie Wealth Management and offer their own suite of products and services entirely independent of Cetera.

Moxie Wealth Management is located at 2701 University Avenue SE, Minneapolis, MN 55414.

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

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All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

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