|
|
| New Year’s Financial Resolutions |
|
|
by Gene Walden
The New Year can be a good opportunity to take a fresh look at your financial situation and make sure that all the areas that are important to you and your family are adequately covered.
Proper financial planning involves a lot more than simply investing your dollars in stocks, bonds or mutual funds. Your financial advisor should be able to help you take a look at your entire financial picture. Here are some of the areas you and your advisor may wish to evaluate:
Insurance. Would your family be able to continue to enjoy the same standard of living if something were to happen to you or your spouse? You may wish to reevaluate your life insurance coverage to make sure it is adequate to provide for your family and assure your children of the education they need to succeed in life. You should also make sure you have adequate disability and health insurance to pay the bills... MORE
|
|
| CLICK HERE to get your free copy of our 24-page retirement booklet, “Planning for Retirement – Strategies for Your Life, Your Finances, and Your Future”. In this booklet, you’ll learn more about strategies and options for your future. |
|
 |
|
|
 |
|
CLICK HERE for your FREE Financial Review. Because we place such a high priority on mutual trust in our client relationships, we offer this free analysis to help us both decide if we are a good fit. |
|
|
|
 |
Financial Planning:
Reevaluating your Asset Allocation
The stock market has been going through a volatile stretch in recent months and many economists predict that this volatility could continue for some time to come. This might be an ideal... MORE |
|
|
 |
Tax Planning:
Tax Season
The tax filing season has begun. This will be a challenging year because of the delays in IRS form completion which will unfortunately delay processing of returns. This is due... MORE |
|
|
  |
Mortgage Tips:
Low Mortgage Rates—for Now
Why are mortgage rates suddenly so low? The Federal Reserve has recently cut short term rates; does that mean mortgage rates were cut also? Can we expect mortgage rates to... MORE |
|
|
 |
Insurance Insights:
Insurance Tax Credits
As tax season approaches, like most people you are likely looking for additional deductions, credits, etc., in an effort to reduce your income tax liability. One item that is often overlooked... MORE |
|
|
 |
Investment Management Updates:
The Past Year in Perspective
The Year 2007 might just go down as the year of volatility. It started off with a bang and the fireworks seemed to go on and on. On February 28th, the US investor woke to a correction... MORE
|
|
|
 |
Thoughts from Bruce Helmer:
The Rainy Day Account
At the top of the list in being prepared for emergencies is to have access to immediate cash to meet your obligations in the short term. Once again, I part with conventional wisdom... MORE |
|
|
 |
Sudoku Puzzle:
When you play sudoku you qualify to win a FREE $25 Gift Card for any participating T.G.I. Friday’s restaurant. This month's puzzle... MORE |
|
|
 |
Upcoming Events:
As most of you know, one of our main goals is to educate our clients and our community. We look forward to seeing you at an upcoming seminar... MORE |
|
|
|
|
Minnesota: Blaine, Brainerd, Burnsville, Edina, Mankato, Oakdale, Rochester, St. Cloud, Vadnais Heights, and Wayzata
Iowa: West Des Moines – North Dakota: Fargo |
|
|
