Losing a Loved One
weeks and months

In the Coming Weeks and Months

Don't Let Emotions Rule Financial DecisionsAs you go through the grief process, it is imperative that you be conscious of your shifting...

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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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Starting a New Job
Open Enrollment at Work

Be Wise at Work - Use Open Enrollment to Your Benefit

Football. Fall foliage. Falling temperatures. Autumn has arrived, and with it is a golden opportunity for members of the American workforce to...

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Starting a Family
Parents and Baby

Helping Parents Put Their Finances in For A Baby Arrival

Among all of life’s momentous occasions, having a baby is about as big as it gets. Given the sheer magnitude of the occasion and all the new...

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Investment
against the crowd

The Fear and Pain of Going Against the Crowd

It is no secret that many of the world’s best investors are contrarians who are known for their ability to think independently and avoid the...

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Investment
stock basics

Preferred Stock Basics

Warren Buffet was recently in the headlines after agreeing to purchase Bank of America preferred stock. Buffet’s investment comes in the form...

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Estate Planning
Digital Estate

Planning Your Digital Estate

A growing concern for those managing the process of closing an estate is figuring out where deceased actively maintained accounts and kept...

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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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Buying a Home
moving houses

Should You Move When You Retire

After putting down roots during their working years, it’s no surprise that most people choose to stay put when they retire. According to a...

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Investment
FinancialPlanning

WhatisFinancialPlanning

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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Investment
Reflections Priorities

Reflections on Priorities – Get Ready for the Holidays Now

On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...

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Retirement
Reasons to Keep Life Insurance During Retirement

Five Reasons to Keep Your Life Insurance During Retirement

When entering retirement, it’s common to simplify your budget as much as possible by cutting all unnecessary expenses. Nix the expensive work...

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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
Like a Billionaire

How to Give Like a Billionaire

Legendary investor Warren Buffet and billionaire entrepreneur Bill Gates created the “Giving Pledge” in 2010.  The Pledge was a way to...

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Divorce
divorce relocation

Financial Planning for Relocation During Divorce

What steps can you take during the emotionally-draining and uncertain divorce process to financially plan for relocation? In concert with...

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Divorce
Divroce Planning

Getting a Divorce Financially Prepare Yourself

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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Savings
Restore Her Finances

A Single Mom's Plan to Restore Her Finances

The Problem/GoalStarting over is never easy. At 41, with four children to take care of, beginning a new life can put a pinch on anyone’s...

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Investment
Beneficiary Election

The Power of Your Beneficiary Election

You can’t take your money with you, but you sure can determine who will get it and, in some cases, how they will receive it.One item you may...

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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 Deficit

Financial Strategies for a Retirement Savings Deficit

As diverse as the American population is, the vast majority of us, regardless of age or background, are united in our concern about saving...

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Investment
eyesight is 20-20

Hindsight Bias The Reason Hindsight is 2020

An understanding of hindsight bias and other aspects of behavioral finance can make you a better investor by increasing awareness of the...

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Insurance
life insurance

Whole Life and Term Insurance

Should I purchase whole life or term insurance? This is perhaps the most frequently debated question when it comes to life insurance. If you do...

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Investment
behavioral biases

Know Your Enemy Cognitive Behavioral Biases

You can be your own worst enemy if you do not have the proper perspective on your investment portfolio. Human nature can be contrary to...

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Investment
AndProsper

Investments

A Must Read New BookReviewed by Karin Maloney Stifler, CFP®************************************************************************************...

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Divorce
Divorce Planning

Creating an After-Divorce Action Plan

The number of individuals getting late in life divorces has quietly increased over the last several years. The U.S. now has the highest...

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Retirement
retirement paycheck

A Simple Strategy for a Retirement Paycheck

Someone once said, “Everybody wants to go to Heaven, but nobody wants to die.” Something similar may be true for new retirees. Everybody wants...

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Investment
One Good Decision

It Starts With One Good Decision

We are bombarded daily with tens of thousands of decisions. In the first half hour of the day, hundreds of decisions hit us. What clothes to...

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Investment
Life Skills

Acing Financial Life Skills in Your 20s and 30s

By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF How can you acquire and...

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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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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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