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Organizing Your
Financial Life |
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The first step in an effective personal financial plan is organization. Not only do you need to identify your spending patterns—where, when, and how you spend your money—you also need to organize the paperwork that documents those expenses, as well as any other records that are important to your financial life.
In other words, you need to organize your personal life the way you would your business. You should set up a personal filing system to keep your important financial records in order. Make sure they are in a place that you and your family can easily find when you need to get your hands on those records.
Many people have their records scattered throughout their homes—in drawers... MORE |
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| CLICK HERE to get your free copy of our retirement booklet, “Imagine what you can achieve. The Essential Guidebook on Strategies for Your Life, Your Finances, and Your Future.” In this booklet, you’ll learn more about retirement strategies and options for your future. |
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CLICK HERE for your FREE Financial Review. We place 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. |
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Financial Planning:
Leaving Assets to Minors
While figuring out their financial plans, many people want to
ensure that their assets ultimately end up with their children or grandchildren. Such goals will periodically lead to assets... MORE |
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Tax Planning:
Social Security Benefits: Taxable or Not?
A common misconception made when planning for retirement is that Social Security Benefits are not subject to income tax, but for the majority of people receiving Social Security Benefits... MORE |
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Insurance Insights:
Protection Planning that Pays
I am pleased to see that many of our clients have recognized the consequences of a long-term care event and have taken the necessary steps to purchase long-term care insurance... MORE |
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Investment Management Updates:
TARP, TALF and PPIP
The Federal Reserve and the US Congress have taken several remarkable actions over the past nine months to address the credit and banking problems facing the nation. Now is a good... MORE
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Thoughts from Bruce Helmer:
Plan Together
The first step in planning for retirement with your spouse is to reach an agreement on your primary objectives. Without that, a strategy is impossible, or at least a lot more complicated and... MORE |
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Sudoku Puzzle:
When you play sudoku you qualify to win a FREE $25 Gift Card for any participating Target. This month's puzzle... MORE |
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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 |
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Minnesota: Blaine, Brainerd, Burnsville, Chaska, Duluth, Edina, Mankato,
Oakdale, Plymouth, Rochester, St. Cloud, and Vadnais Heights
Iowa: West Des Moines – North Dakota: Fargo |
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