Investment
Questions Answered

Get Your Questions Answered

Saturday we had Financial Planning Day in the Twin Cities. Nationally, there will be Financial Planning Days in 31 cities during the month of...

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Buying a Home
Renovations in a Down Home Market

Be Smart about Renovations in a Down Home Market

It's unlikely the real estate market will return to the fever pitch of the mid-2000s anytime soon – and maybe that's not such a bad thing. But...

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Retirement
retirement planning

Liability-driven Individual Retirement Planning

A straightforward beginning to thinking about retirement planning is to recognize and accept the inescapable truth that an individual cannot...

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Investment
Biggest Personal Finance Changes

The 5 Biggest Personal Finance Changes in the Last 20 Years

My son recently turned twenty and it inspired me to reflect on all of the changes in his life as well as in my professional life. My son’s...

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Savings
Retirement and Taxes

Retirement and Taxes

As we enter the final weeks of tax season, now is a great time to review your goals and look towards your retirement planning. If you are...

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Investment
withdrawal penalty

Exceptions to the Early Withdrawal Penalty

Sometimes life doesn’t go according to plan, and sometimes what we’ve set aside for retirement must be used earlier than expected due to a job...

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Caring for a Loved One
Disability Insurance

Disability Income Insurance Checklist

When asked the question “what is your biggest asset”, most people will say “my house” or “my retirement plan.” But the truth is that our...

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Saving on Taxes
Taxes Owed on Income Received

Keeping What You Make-Managing Taxes Owed on Income Received

Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...

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Estate Planning
Ethical Will

Thinking about an Ethical Will

When thinking about one’s estate and the planning that goes along with it- many times we only think of the tangible assets. We consider the...

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Caring for a Loved One
AbuseandYou

Elder Financial Abuse and You

Last week FPA and Kiplinger’s hosted a free advice national call-in for the public to speak with advisors about elder financial abuse, and...

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Starting a New Job
 Challenges Facing Business Owners

Top 5 Financial Challenges Facing Business Owners

As many business owners painfully discover, successfully building their enterprise does not always directly translate into successfully...

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Caring for a Loved One
The Long Term Care Challenge

Strategies For Addressing The Long Term Care Challenge

When planning for retirement, all possible risks must be considered and evaluated. One of the most commonly overlooked is the potential need...

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Investment
Substitute

No Substitute

If advertising trends are any indication, more and more of us are experiencing increased levels of what I’ll call “yield fatigue”. New...

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Investment
emotional pitfalls

The Emotional Pitfalls of Selling Stocks

Have you ever struggled to determine when you should sell a stock? If you have, then you are not alone. Most investors focus almost all of...

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saving
Low Interest Savings

Savings Options in a Low-Interest Rate Environment

Keeping money in an account whose interest rate hovers below 1% may not hold much appeal in a world where return on investment is king and...

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College
college children

Money Matters for College Bound Children

How can you prepare and guide your children with their money management responsibilities before they leave for college and pursue their...

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Savings
Health Care Shock Creates Debt

Health Care Shock Creates Debt - The Plan to Pay It Down

The Problem/GoalAmericans plan for many things. We plan our vacations, we plan our retirements, we plan our weekends. But very few Americans...

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Buying a Home

Getting Ready for the New Cost-Basis Regulations

One way to gauge if you are financially ready to buy a home is to ask yourself the following four questions:1. Is My Credit in Good Shape...

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Investment
FTC Rules

New Federal Consumer Protection Rules – What You Should Know

On Jan. 1, new federal consumer protections went into effect on issues ranging from transparency on credit reports to safeguards against...

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Divorce
tax issues and divorce

Tax Issues and Divorce Financial Planning Considerations

Familiarizing yourself with the applicable tax rules and planning issues associated with your divorce settlement may be quite a significant...

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Investment
Protecting Your Bond Investments

Protecting Your Bond Investments from a Downturn

If you have been following your bond investments recently, you may have noticed that after a nice, steady increase in values, most bonds have...

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Serving in the Military
Military Budget

Covering Your Bases on a Military Budget

Tips for Military Personnel and their FamiliesManaging your money on a military budget is tough enough. Now with so many service men and women...

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Investment
AnswerTo

20 Financial Planning Questions That You Need an Answer To!

Answering financial planning questions is something that I am passionate about and absolutely love to do. Although when I think about what’s...

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Retirement
Social Security

Social Security

As more and more of our ‘baby boomers’ come of age and near the time for applying for social security benefits, I thought it might be...

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Retirement
retirement blunders

8 Major Retirement Blunders

It really doesn't take much to derail a retirement plan. Most of the errors in planning for retirement are those of neglect, omission or panic....

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Retirement
your 50s and 60s

The Home Stretch - Your 50s and 60s

Try to boost your retirement savings goal up to 20 percent or more of your income. Workers age 50 and over can invest extra dollars into their...

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Investment
new years resolutions

New Year Resolutions Financial Planning

One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...

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Investment
Easy Street

Where the Heck is Easy Street?

From Main Street to Wall Street, people are desperately looking for Easy Street. The troubling state of affairs is infusing fear into America’s...

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Retirement
Bounce Check

Im Planning to Bounce My Last Check

Some people are interested in leaving a financial legacy for their families and some people want to spend every penny they have accumulated....

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Retirement
retirement readiness

Assessing Your Own Retirement Readiness

Whether you are a do-it-yourselfer or you plan to work with a financial planner, it might help to do a little retirement readiness assessment...

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