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What to Consider When Moving Out Of State
What to Consider When Moving Out Of State
Moving, especially across state lines, can impact your retirement. Bruce and Peg offer six things to consider to help your finances stay steady while you’re on the move.
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Tips for a Tax Efficient Retirement
Tips for a Tax Efficient Retirement
You can't avoid paying taxes entirely, but you can take steps to be more efficient with them. Dustin Smith shares some strategies with the hosts of WCCO Mid Morning.
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2020 Campaign Rhetoric and Your Finances
2020 Campaign Rhetoric and Your Finances
In the 2020 presidential campaign, passions are running high, but it’s important to keep a level head when it comes to retirement. Bruce and Peg tell you how to keep cool...
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What is Your Retirement Number?
What is Your Retirement Number?
Don't fall into the trap of using the status quo amount for what you'll need in retirement. Bruce Helmer has advice on the things you should consider to personalize your...
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How to Make the Most of a Financial Windfall
How to Make the Most of a Financial Windfall
No matter your personal financial situation, receiving an unexpected sum of money — a windfall — is a pleasant surprise. While it's tempting to treat a windfall as "fun...
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Tips on Saving for College
Tips on Saving for College
The earlier you start saving for your child or grandchild's education, the easier it will be. Not sure how to start? Dustin Smith reviews some of the options with the...
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Back to School Savings
Back to School Savings
Summer is winding down and it's time to start thinking about sending the kids back to school. Between the notebooks, sneakers and new backpacks it can be an expensive...
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2019 Economic Recap and a Look to End Of Year
2019 Economic Recap and a Look to End Of Year
Markets pivoted on interest rate expectations and falling treasury rates while international tensions are driving global volatility. Bruce and Peg discuss the economy in...
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How to Work Gig-work Into Retirement
How to Work Gig-work Into Retirement
Understanding the Gig Economy Many Americans have embraced by-the-job, or gig work to the point that an entire economy has evolved — the Gig Economy. The growth of the Gig...
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Tips to Help Boost Your Savings
Tips to Help Boost Your Savings
Are you one of the many Americans who lack enough savings to cover a $500 emergency? Bruce Helmer has some tips on how to increase your savings, and he shares them with...
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