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| Safeguarding Your Identity – and Your Finances |
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Identity theft costs Americans more than $50 billion a year, according to the Better Business Bureau, and more cases are being reported every year. A recent survey by the Federal Trade Commission revealed that nearly 4 percent of the adult population—more than eight million Americans—are victims of some form identity theft each year.
How can you avoid ID theft? The fact is, you may not be able to avoid it entirely because it can happen anytime, anywhere to anybody. But there are some steps you can take to make it more difficult for thieves to steal your identity and to protect yourself in case you do become victimized.
Credit cards, bank accounts and Social Security numbers are among the most common targets of ID theft, but brazen thieves... 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:
Social Security Benefits
Social Security benefits make up a large percentage of income for American’s age 65 and older. So, it’s no wonder Financial Planners are often asked “When should I begin receiving Social... MORE |
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Tax Planning:
Accelerating Your Charitable Contributions
(and Tax Deductions)
A little known tax-planning tool that a lot of individuals may have not heard about is called a “Donor Advised Charitable... MORE |
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Insurance Insights:
Life Insurance and Your Expectations
Is your cash value life insurance policy living up to expectations? Many whole life and universal life policies that were purchased in the 1980’s and early 1990’s were purchased with an... MORE |
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Investment Management Updates:
General Motors and Chrysler
The high profile bankruptcies of General Motors and Chrysler and intervention by the United States Government have muddied the traditional rules for the repayment of debts and proceeds... MORE
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Thoughts from Bruce Helmer:
The Impact of Inflation
Inflation is not a major concern with your savings, but with investing it takes on greater importance. The primary investment objective of most Americans is to provide for their retirement... 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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