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financial planning


6 Money Moves to Make Before You Retire
6 Money Moves to Make Before You Retire
When you hit your 50s and 60s, retirement is no longer on the far horizon. Now it’s looming large, and you’re likely feeling the pressure to get your financial ducks in a...
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Things to Consider When Opening Up the Cabin
Things to Consider When Opening Up the Cabin
Owning a cabin isn't all fun and games. Bruce shares important things to consider that could affect your pocketbook with the hosts of WCCO Mid Morning.       
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Mortgage-free Retirement: Should it be a Priority?
Mortgage-free Retirement: Should it be a Priority?
For many Americans, though, that’s no longer the case. According to the Federal Reserve Survey of Consumer Finances, nearly 30 percent of retired households had mortgages...
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Saving for Your Dream Vacation
Saving for Your Dream Vacation
When it comes to planning for your ultimate, dream vacation, are you considering how you are going to pay for everything? Dustin Smith talks savings strategy with the...
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How Much Savings is Too Much?
How Much Savings is Too Much?
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How to Help Your Children with College Debt
How to Help Your Children with College Debt
The cost of higher education is skyrocketing and college debt has become a major headache for students and parents alike. In 2017, the average student graduating from a...
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The Ins and Outs of 529 Plans
The Ins and Outs of 529 Plans
College costs are rising and as parents or grandparents, it's natural that we'd want to help out. Bruce and Peg discuss one of the most common college savings options: 529...
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Father's Day Financial Tips for Kids
Father's Day Financial Tips for Kids
It is never too early to start teaching your kids good money lessons. Bruce Helmer shares his fatherly advice with the hosts of WCCO Mid Morning.   
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Retirement Advice for Singles
Retirement Advice for Singles
Being single in retirement may create additional obstacles for your financial plan. Find out what you can do to help be prepared from Bruce Helmer and the WCCO Mid Morning...
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How to Get the most out of Your Relationship with Your Advisor
How to Get the most out of Your Relationship with Your Advisor
Bruce and Peg discuss the six things you need to do to get the most out of your relationship with your financial advisor.
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