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Test Driving Retirement Lifestyle

Bruce Helmer joined Jason DeRusha and Kylie Bearse to discuss how you can cut costs before you retire in the August 15, 2017 edition of WCCO-TV’s “Mid-Morning."

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Your Pre-Retirement Checklist

Time and again we hear people say that their biggest retirement fear is running out of money. It’s an understandable concern. With increasing lifespans and...

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5 Traits of Financially Unsuccessful People

Financial goals are as varied and nuanced as the people who set them, but financial success is a different notion altogether. For most, financial success...

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Your Retirement Savings Timetable (Part I)

I sometimes compare retirement planning to a cross-country road trip. It can be a long trip—and there will be some challenges along the way.

They are also...

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Diversification Strategies for Your Portfolio

Many investors know they should diversify, but what is the best way to do so? Bruce and Peg outline why it’s advantageous to have a diversified portfolio and...

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Pros & Cons of Owning a Vacation Home

Bruce Helmer joined Jason DeRusha and Matt Brickman to discuss the pros and cons of owning a vacation home in the August 1, 2017 edition of WCCO-TV’s...

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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

Your 5-Point Checklist for Retirement

If you’re thinking about retiring within the next few years, now is the time to get your financial ducks in a row. Here are our top tips to help ensure you’re...

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Diversification Strategies for Your Portfolio

Many investors know they should diversify, but what is the best way to do so? Bruce and Peg outline why it’s advantageous to have a diversified portfolio and...

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Tax Planning Tips to Help You Save Money

Tax planning isn’t just an activity for the spring. In fact, thinking about your taxes now is one of the best ways you can lower your tax bill next year. Bruce...

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Retiring Early? Here’s How Much You Need to Save

If you’re dreaming of an early retirement, it’s time to do the math! In this episode, Bruce and Peg will discuss how you can estimate how much you’ll need to...

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