Jason Kley is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Sequoia Financial Group in Bloomington, MN and the surrounding communities.
I first met with Steven and Janice (names changed) a few years ago. They had always saved somewhere around 5% of their salary, but at times...
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By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF Last Updated: May 7, 2012Dr. Lee Hausner,...
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As busy as they are building careers, starting families and carving out a niche in the world, the importance of financial planning early in...
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Even for couples that have been living together for awhile, the decision to marry marks a new financial beginning — the first real moment that...
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Kids wait all year for summer vacation. Now summer is here and all kinds of visions dance in your head about keeping kids busy, entertained,...
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$400 on Big Red – am I buying a share of Apple or placing an all or nothing craps bet? The past couple months have felt like a rough night at...
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Most of what we, as taxpayers, understand about taxation comes from our focus on taxes and how they affect us either individually or as a...
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Last Updated: May 11, 2009 When it comes to life events, few can compare with divorce. With a divorce, your life gets turned upside down with...
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It’s that time of year again when you are besieged with a blizzard of paperwork. Documents such as a W-2, 1099DIV, 1099R, 1099B, 1099INT, K1...
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A few years ago I helped conduct a focus group. One of the conclusions was that those focus group members who had a longer term perspective...
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