Although the official “Holiday Season” generally starts on Thanksgiving weekend, the charitable component started a few days later with #GivingTuesday on December 1st. Those of us living in Minnesota are probably familiar with “Give to the Max Day” which takes place in mid-November as an opportunity for many charities to
Social Security Changes Could Affect Your Filing Strategy Establishing a well-crafted plan that incorporates Social Security retirement benefits in your financial future has never been more important, especially in light of recent changes to how Social Security benefits are administered. On November 2, 2015, President Barack Obama signed into law the
Happy Thanksgiving! It is hard to believe with the warm weather in Minnesota that we will be celebrating Thanksgiving next week. I look forward to this time of year as we gather with family and friends along with wonderful food and appreciation. I am especially looking forward to my oldest
Money conversations with one couple can be complex as each individual brings their unique family history around money, values, financial resources and obligations. Financial conversations take on a whole new meaning when kids are involved as parents wrestle with spending decisions on allowances, education funding, and eventually inheritances. This complexity
By Kathleen Longo on October 8, 2015. A recent article from Larry Swedroe, Director of Research for the BAM Alliance, talks about the role financial media plays in our investment plans. With so much information being provided every second, it is hard to know what media sites to listen to.
Time for Some Fall Cleaning Fall is officially here and it’s time to clean! I know we usually think about cleaning as a chance to freshen things up when Spring arrives, but Fall is a perfect time for financial cleaning. Let’s make some progress with a few of these financial
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