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Blog

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

May 21, 2025
Categories
Retirement
Investments
Savings
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing...
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5 Smart Ways to Use Your Tax Refund in 2025

Apr 18, 2025
Categories
Investments
Finance
Tax Planning
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund...
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5 Tax-Saving Strategies to Keep More of Your Money

Mar 21, 2025
Categories
Tax Planning
Retirement
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and...
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How to Dive into Business Succession Planning: 10 Key Questions

Mar 5, 2025
Categories
Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many...
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How to Stay Invested in Volatile Markets Without Losing Sleep

Feb 20, 2025
Categories
Investments
Risk Management
Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even...
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7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Jan 21, 2025
Categories
Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each...
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5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Dec 3, 2024
Categories
Retirement
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding...
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How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Oct 21, 2024
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel...
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7 Milestones At Age 50 & Above

Sep 19, 2024
Categories
Retirement
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s...
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A Guide to Pensions & Retirement Benefits

Jul 19, 2024
Categories
Retirement
Investments
Tax Planning
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most...
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Practical Tips: How to Avoid These 4 Estate Planning Missteps

Jul 2, 2024
Categories
Finance
Lifestyle
Estate Planning
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake...
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Digital art of a lawyer standing next to a large document and gavel.

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Jun 20, 2024
Categories
Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and...
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About

I am dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, I strive to be my client's trusted advisor.

Website navigation

  • Home
  • About
    • Meet Norm Knodt
    • Process
    • Philosophy
  • How I Can Help
    • Business Owners
    • Families
    • Individuals
  • Product and Services
    • Asset Allocation
    • Business Succession Planning
    • Insurance
    • Retirement Planning
  • Resources
    • Calculator Library
    • Useful Websites
    • Blog
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  • Contact

Address

7525 Falcon Crest Drive Ste. 102
Redmond, OR 97756

Contact

Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA / SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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