Talking to Your Financial Advisor During Market Volatility
When market volatility occurs, it’s completely natural to feel anxious about your finances. This is an uncomfortable time for all investors – seasoned and new.
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4 Ways to Protect Your Credit
Published by Jason Comes Identity theft and credit fraud are all over the news these days. So what can you do to combat potential credit fraud? Follow these simple steps to help protect your credit.
Are You Focused on the Right Things?
Published by Mark Petersen There are many people who rely upon themselves to do many tasks. In talking with them, one common refrain is, “No one will pay more attention to my stuff than I will.” The question then becomes, “Are you paying attention to the right things and/or are you consulti …
How To Achieve True Wealth
Published by Ron Carson As I arrived in Minnesota to meet with a client who had just achieved his life’s goal of selling his company, I was looking forward to hearing tales of high-stakes deals. At 73, he had sold his real estate development firm in Minneapolis for $174 million and had sche …
Home Buying & the American Dream
Remember the American Dream? Go to college, get married, work hard, buy a home, then have 2 kids, add a dog and cruise control. Times have changed and many people are well into their 30’s when they first consider purchasing a home for the first time.
4 Challenges During Retirement
No matter how well-prepared you may feel for life in retirement, none of us is immune to the challenges presented by market volatility, rising taxes and inflation and longevity. Fluctuations in the financial markets, interest rates and the value of the dollar affect the price of the goods a …
Is Your 401k Doomed?
Published by Teresa Milner Your 401k has a meaningful purpose, but are you failing to meet its objective? Are you using your 401k to provide meaningful retirement income? If there isn’t a company plan offered, are you looking ahead and planning for yourself?
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8 Legitimate Tax Loopholes You May Be Missing
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.
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