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Planning for Nine of Life’s Biggest What-ifs

Life is full of “what-ifs” — difficult-to-foresee developments that, if they come to pass, can turn a person’s life upside down, particularly if he or she hasn’t taken steps to plan for them in advance. One of those big what-if’s

Why Consider a Career in Financial Planning? Let’s Count the Reasons

“I love the idea of directly impacting peoples’ lives,” Natalie Colley says from her office on Broadway in New York City. That desire to personally connect with and positively affect others is the chief reason Colley left the pharmaceutical industry

The Power of Financial Planning, Part Four

The EX Factor: Why There’s Value in a Financial Adviser’s Experience — and How to Measure It Here in the fourth installment of a five-part article series on The Power of Financial Planning, we look at the power of experience

Crystal Ball Gazing: Watch for These Seven Developments and Their Impact on Your Finances

Here’s what we know: The U.S. economy remains in high gear. Unemployment is near all-time lows. Investors are content as the stock market continues its lengthy run-up. Interest rates have nudged higher, as has the U.S. inflation rate. All against

2018 Golf & Bocce Ball Outing – Gallery

Five Tips for Reckoning with Rising Healthcare Costs

All it takes is a glance at the bills from your medical and health insurance providers — and the dent that paying them makes in your bank account — to know that healthcare costs are rising steadily from year to

The Phases of Retirement and How to Prepare for Them

Everyone has a unique vision for how their retirement will unfold — a story they want to write for themselves once they move to the next phase of life. “The story is different for each person,” observes FPA member Monica

FPA MN First Year Member Morning Networking – Pinstripes Bistro-Bowling-Bocce, Edina – Gallery

The Power of Financial Planning, Part Three

The third installment in a five-part article series on The Power of Financial Planning explores the many areas of specialization within the field of financial planning, and why it can be in a person’s best interests to work with a

Four Strategies to Reckon with the Stock Market Roller Coaster

After a quiet, steady and sometimes spectacular bull market in 2017, stock market volatility returned with a stomach-churning vengeance early in 2018, conjuring unpleasant memories of the major recession of a decade ago, and reminding investors just how important it


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