Investment
mission

Calling All Troops! What is Your Mission?

What I’m talking about is your financial mission for yourself and your family. No one starts a vacation without a destination. No one starts a...

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Credit Repair
Credit Card Repirt

Credit Card Guide — Using Credit Cards

To get out of debt, track your spending. For one month, record where and how much money you spend wherever you go. By the end of the month, you...

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Investment
Rainy Day Emergency

Ready for a Rainy Day Save for Emergencies

It has long seemed like trivial advice. Set three to six months of money aside in an emergency fund. Well, that advice is no longer something...

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Investment
Teaching Learn

Teaching to Learn

You may have heard the saying “those who can’t do teach” but I find that, when I really want to learn something new, the best way to approach...

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Starting a New Job
Without Negotiating

Earn Higher Pay Without Negotiating

It turns out that the “lost decade” of zero growth not only pertains to the stock market, but to personal income too. The U.S. Census Bureau...

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Stolen Identity
id theft

Fighting ID Theft-Protecting Information In The Real and Virtual Worlds

Foiling I.D. theft is no longer just a matter of buying a document shredder and keeping track of your receipts — though it helps.I.D. theft...

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Investment
Financial Abuse

Investment Abuse Part 2 How to Take Action if Youre a Victim

Last month we looked at several common investment abuses, such as misrepresentation, unsuitable recommendations, and excessive trading. Now we...

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Divorce
divorce settlement

Financial Planning Matters for Tackling a Divorce Settlement

Even though divorce is frequently a financially uncertain and emotionally-draining ordeal, you can alleviate qualms over your individual and...

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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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Estate Planning
Losing Your Inheritance

Losing Your Inheritance to Uncle Sam - or Others

Successful estate planning takes not one generation, but two. The first generation needs to make a clear, sensible plan and the second needs to...

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Credit Repair
poor credit

Poor Credit Affects Your Ability to Plan

Your credit affects many areas of your life. For example, your credit worthiness will affect your ability to purchase goods and services on...

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Buying a Home
House Money

The Best House for your Money

When you buy a home, it's important to consider its resale potential, even if you have no foreseeable plans to move. Here are some tips:A...

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Investment
Financial Planning

What is Financial Planning?

I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...

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Credit Repair
indebted

Indebted Now What

It is hard to read a newspaper, listen to the radio, or watch TV these days without hearing about the level of government (state and federal)...

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Getting Married
stepfamily planning

Yours Mine And Ours-Stepfamily Finances Require Plenty Of Planning

When two people with kids decide to get married, the emotional side of the equation is already complicated.  How will the kids get along under...

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Estate Planning
dreaming big

Dreaming Big - Financial Planning for Unexpected Wealth

Money fantasies are nice. Some of them even come true – unexpected inheritances, yearend bonuses and yes, in even one in several hundred...

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Savings
SavingPart3

What Should I Be Saving: Part 3

This blog will continue the theme of how much you should be saving each year in order to meet the future goals that you have for yourself and...

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Stolen Identity
Against Identity Theft

Protect Yourself Against Identity Theft

Identity theft is an increasingly worrisome topic for many. With more than a million people affected by identity theft each year, the below are...

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Losing a Loved One
Coming Months

In the Coming Months and Beyond

Collect Financial & Estate DocumentsGather your income tax returns, a list of assets and liabilities, retirement and investment accounts, stock...

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Credit Repair
credit counseling

Credit Counseling Services

If you are stressed by debt and can't pay your bills on time, especially credit card debt, you may want to enlist the help of a nonprofit...

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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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Starting a Family
contemporary family

A Financial Primer for the Contemporary American Household

In the melting pot that is today’s America, would you believe that “traditional” husband-and-wife family households are now in the minority,...

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Savings

Income Tax Planning — Tax Strategy — Tax Planning Advice — Tax Prep vs. Tax Planning

Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax...

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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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Getting Married
Financially Smart Sweetheart

6 Ways to be a Financially Smart Sweetheart

With Valentine’s Day approaching, the heat-of-the-moment urge might be to splurge — to buy something expensive for that special someone, even...

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Divorce
divorce state borders

Divorce Across Borders

Given the mobility enjoyed by individuals today, divorce across borders is becoming increasingly prevalent. It is also one of the most...

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Estate Planning
Protecting your family

Wealth Planning and Protection Strategies for Your Family

How can you optimally handle the responsibility of planning and protecting wealth for your intended heirs and causes? Devise trusts that hold...

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Investment
invest today

What to Invest In Today

I meet with individuals on a daily basis that have different perceptions of the world, and how they should react with their portfolio: I’m...

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Investment
steve jobs

What If I’m Wrong

If you’ve ever watched Steve Jobs 2005 Stanford Commencement Speech, you will likely remember the poignant description of his morning ritual in...

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Retirement
Financial Confidence in Retirement

Financial Confidence in Retirement

As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...

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