Most families and households have that person — the caregiver whom others lean on to provide the lion’s share of care when a loved one is stricken by illness, injury, disability and the like. But who’s looking out for the…
Archives
Yearly Archives: 2013
Smart Maneuvers: A Guide to Maximizing Military Benefits
Call it returning the favor. Americans who serve their country in the military have access to a range of potentially valuable benefits through which their country can serve them. But how to find out about, and take full advantage of,…
The New Math of Retirement
Financial Planning – The New Math of Retirement – Michael Greene, September 1, 2013 There have long been certain metrics—financial planning assumptions—that advisors have used in order to structure their clients’ portfolios to achieve a comfortable retirement. While the future…
The real cost of (not having) LTCI
LifeHealthPRO.com – The real cost of (not having) LTCI – Mike Westling, October 28, 2013 Many clients who reject long-term care insurance (LTCI) or consider dropping their coverage do so on the argument that it’s too expensive. But that attitude…
To Spend Money at Holiday Time or Save It?
With a Balanced Approach, Do Both
The holidays are about the spirit of giving — giving thanks, giving gifts to people we care about, giving charitably to those less fortunate than us. But as fulfilling as it feels to give, the reality is that many people…
Got Goals? How Financial Planning — and
a Skilled Planner — Can Get You There
Like a GPS is to finding a destination, a business plan is to starting a business and architectural drawings are to building a home, financial planning shows an individual or a family how to turn vision into reality, how to…
Local market watchers say it’s not panic time – yet
Star Tribune – Local market watchers say it’s not panic time – yet – Kevin O’Laughlin, October 15, 2013 As anxiety builds in Washington, D.C., over the debt ceiling, investment firms are telling their clients not to let worry turn…
INTERVIEW: Free Financial Advice Offered in Saint Paul
KSTP TV-Channel 5 – INTERVIEW: Free Financial Advice Offered in Saint Paul – Nate Wenner, October 5, 2013 See Video
4th annual Twin Cities Financial Planning Day
KARE 11 TV – 4th annual Twin Cities Financial Planning Day – Nate Wenner, September 30, 2013 See Video
More Americans Tap Into Digital Banking
Star Tribune – More Americans Tap Into Digital Banking – Kevin O’Laughlin, August 26, 2013 There was a time, not all that long ago, when making a deposit meant walking into a bank. Paying bills called for writing checks, which…
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