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By Zaragoza Clouds

Articles

Identity Theft 101

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Written by Jon T. Meyer, CFP® | 03 March 2010


Identity theft is on the rise, partly thanks to a weak economy.  A recent article (Report: ID Fraud Grows At Record Pace) summarizes an annual survey done by Javelin Strategy and Research that shows approximately 11 million people experienced identity theft in 2009.  We know of people here in Minneapolis that are still cleaning up the mess from losing their identity.  So BGM brought in an expert to do a workshop in early February for our clients and we will include these discussions more in our client meetings.  We loved some of the ideas that were discussed.  Here are the top three:

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Will You Still Get Goose Bumps When CDs Are Gone?

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Written by Bill Soderholm | 03 March 2010

More and more music lovers are relying on music downloads and MP3 players for their music. Storing and transferring digital music is convenient and economical but what about sound quality. It is easy to sacrifice sound quality for convenience, but are we cheating ourselves out of an exhilarating experience without realizing what we are giving up? Do you remember the goose bumps the first time you heard a female jazz singer live, or the thrill of Eric Clapton's guitar?  Can we have convenience and quality sound?

The goal of any good audio system is to reproduce music faithfully as the artist intended it to sound.  Yo Yo Ma should sound as if he is right there in your living room, performing just for you. You should feel the texture of his bow moving across his cello strings. A good audio system will do that. 

There are three steps to reproducing music; the more accurate each step is the more goose bumps you will feel.

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Estate Planning Mistakes

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Written by Jon T. Meyer, CFP® | 02 February 2010

I was at a charity event this past weekend and a friend was bidding on the silent auction item of time with an estate planning attorney.  They said it was finally time to talk about taking care of their children if something unfortunate happens.  It got me thinking about all the estate planning mistakes I have seen this year.

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What's Ahead?...Spring and Echo Boomers

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Written by By Jim Tice | 02 February 2010

 

By most measures, 2009 was a year of healing and balancing for the local real estate market, posting the most sales since 2005. Transactions in November were 34% higher than the previous year, almost entirely attributable to the first iteration of the federal government's $8,000 tax credit for first-time homebuyers, which expired on November 30th. The current inventory of homes is down 28% from mid 2007 highs. An extended and expanded tax credit program is likely to stimulate strong activity this Spring, but how will the patient do after life support is removed mid-year?

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Employee Satisfaction - Your Cornerstone of Productivity

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Written by Talley Flora | 02 February 2010

The Conference Board published a research article this past January detailing the dissatisfaction of American workers.  This news, covered by major outlets like Time Magazine and MPR 's "Today's Question Segment",  delved into research that a mere 45% of us are satisfied with our jobs; 45% being the lowest job satisfaction rate, ever. 

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Who We Are

We are independent advisors who focus on providing objective advice surrounding your financial planning and asset management goals. We are entrepreneurs ourselves and work best with individuals and families that want to delegate the organization of their financial lives so they can spend more time with their families. More

What We Do

We combine the emotional with the technical aspects of a disciplined and comprehensive planning approach to help families keep the promises they make to themselves. Tax-efficiency matched with wealth preservation helps our clients achieve retirement, education and estate transfer goals while sleeping better at night. More

Why Choose Us

Three things make us different. First, we always act in our client’s best interests. Second, we focus on the freedom money gives, not just returns. And third, because of our affiliation with an accounting firm, we focus more on after-tax outcomes. More

Our Process

We offer an initial consultation at no charge. We use this meeting to define clients’ goals and objectives, to analyze their current financial situation, and to determine if our styles would be a good fit. More