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 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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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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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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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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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 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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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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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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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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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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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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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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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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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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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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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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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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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 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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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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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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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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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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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 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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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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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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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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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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