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financial planning

Retiring in 2019? Here's What You Need to Know

The year is coming to an end and a new year means new opportunities and new goals for 2019. For some of you, one of your goals might be entering retirement....

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Why You Should Saver Smarter, Not Harder for Retirement

If you’re like many Americans who are counting down the days until retirement, it’s likely that you’ve already been saving and we commend you for doing so....

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Should You Get a Store Credit Card?
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Why New Tax Laws Could Change Your 2018 Tax Filing

Tax reform has been in the news for the last 12 months and we’re getting closer to our first filing season under new laws. To help you prepare, we’ve put...

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How to Save Money on Holiday Travel this Year
How to Save Money on Holiday Travel this Year

Bruce Helmer speaks with the hosts of WCCO Mid-Morning about how you can save big on holiday travel this year.  

Watch Video

financial planning


How to Avoid Isolation as a Retiree this Winter

A 2018 study by health services company, Cigna, found that almost half of all Americans experience loneliness and/or social isolation at least occasionally, leading the...

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Is Medigap or Medicare Part C a Better Option for You?

We are currently in the thick of Medicare open enrollment, but what if you want a policy that will help cover co-payments or deductibles? This is where acquiring a...

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Is It Better to Rent or Buy Your Vacation Home?

Bruce Helmer speaks with the hosts of WCCO Mid-Morning about whether you should rent or buy a vacation home this winter

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Don't Let These Retirement Fears Get to You

Bruce Helmer speaks with the hosts of WCCO Mid-Morning about how to overcome common retirement fears

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Tips to Help You With Those Scary Financial Conversations

It’s that time of year where people are in the Halloween spirit and are carving pumpkins, collecting candy and facing their fears to watch scary movies. Along those...

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Retiring in 2019? Here's What You Need to Know

The year is coming to an end and a new year means new opportunities and new goals for 2019. For some of you, one of your goals might be entering retirement. It’s an...

Read Article
Why You Should Saver Smarter, Not Harder for Retirement

If you’re like many Americans who are counting down the days until retirement, it’s likely that you’ve already been saving and we commend you for doing so. But are you...

Read Article
Should You Get a Store Credit Card?

Dustin Smith speaks with the hosts of WCCO Mid-Morning about what you should consider before signing up for a store credit card.

Watch Video
Why New Tax Laws Could Change Your 2018 Tax Filing

Tax reform has been in the news for the last 12 months and we’re getting closer to our first filing season under new laws. To help you prepare, we’ve put together a...

Read Article
How to Save Money on Holiday Travel this Year

Bruce Helmer speaks with the hosts of WCCO Mid-Morning about how you can save big on holiday travel this year.  

Watch Video