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3 Moves to Make in the First 3 Years of Retirement

We recently wrote about the importance of planning in the years leading up to your retirement. But once you retire, that doesn’t mean the importance of...

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Personal Tax Implications of the Minnesota Omnibus Tax Bill

On May 30, 2017, Minnesota Governor Mark Dayton signed an omnibus tax bill to take effect during the 2017 tax year. This legislation makes a number of changes...

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5 Money Moves to Make in the 5 Years Before You Retire

There’s a lot to do in the years leading up to retirement to better ensure you’re ready to retire. Bruce and Peg will tell you the five moves you need to make...

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Can You Save Too Much Money?

Bruce Helmer joined Jason DeRusha and Kylie Bearse to discuss whether you could be a financial hoarder on the May 30, 2017 edition of WCCO-TV’s “Mid-Morning."

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Should You Use Your 401k to Pay Off Your Mortgage?

It’s a common goal for people to want to pay off their mortgage in an accelerated manner. This goal is usually based around two underlying rationales.

First,...

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How to Pay the Tax Bill from a Roth Conversion

Regular readers will know how strongly I believe in Roth conversions. Typically, when discussing Roth conversions, not enough attention is paid to the tax...

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"Your Money" Radio Show

Celebrating 20 years on the air, “Your Money” offers timely financial advice in a friendly, jargon-free format. Learn More

The Pros and Cons of 401k Rollovers

If you’re retiring or moving to a new job, you’ll have a number of options for dealing with an old 401k. Bruce and Peg will outline the pros and cons you need...

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5 Money Moves to Make in the First 5 Years After You Retire

Financial planning doesn’t stop once you retire—planning opportunities early in retirement can help increase the chances of financial success in retirement....

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5 Money Moves to Make in the 5 Years Before You Retire

There’s a lot to do in the years leading up to retirement to better ensure you’re ready to retire. Bruce and Peg will tell you the five moves you need to make...

Read and Listen
Are You a Financial Hoarder?

Saving money is a great thing to do, but is it ever possible to save too much? Bruce and Peg will discuss when it’s okay to dip into savings and how you can...

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