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Good Communication
and a Solid Plan |
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Most of us don’t want to think about the time when we won’t be around anymore for our loved ones and our loved ones certainly don’t want to think about when we won’t be around for them either. While difficult to do, it is highly recommended that you share your estate plan and financial plan with those who will be responsible for, and perhaps even the beneficiaries of your estate when you do pass on. If you have not created an estate plan or financial plan yet, it may be helpful, with the guidance of a qualified financial advisor, to help facilitate that discussion so that all options are considered. Some of the most well-executed estate plans have come with complete discussions with the entire family to get all of the issues out now while they can still be addressed, instead of after the fact when no... 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:
The 13th Mortgage Payment
A lot of people, concerned with racking up too much debt focus on paying off credit card and auto loan debt as well as their mortgage. While decreasing such high-interest, non-efficient credit... MORE |
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Tax Planning:
Back to School Tax Breaks
To promote access and affordability of a college education, various tax breaks and the 529 plan qualified expenditure changes were designed to help parents and students pay for school... MORE |
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Insurance Insights:
Pension Maximization
As retirement approaches, many employees are faced with a difficult decision, one that will affect their spouses and them for the remainder of their lives.The decision I am referring... MORE |
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Investment Management Updates:
The Business Cycle
When looking at financial markets and economies from a historical perspective, it’s important to recognize the recurring business cycle that is taking place. While no two business cycles have... MORE
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Thoughts from Bruce Helmer:
The Different Focus’ of Financial Professionals
In today’s world, many financial institutions offer a wide range of financial services to clients. Since the regulatory wall between banks and brokers was knocked down, the distinctions... 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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