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Social Security Reset May Go Away
(General/Articles)
... in your lifetime and only within 12 months of when you first started. This 12-month limit would prevent most people from resetting their benefits, especially with the hindsight of a weak stock market like ...
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There Ain't No Cure, But Is There An Upside To The Summertime Blues?
(General/Articles)
... provident time horizon for resale is five to ten years; the market turnaround will most likely be slow and gradual. Buy property based on its current economic viability, for its current utility and/or ...
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A Tax To Prepare For
(General/Articles)
... time income – you might want to accelerate income into 2012 (this could include capital gains as well) or even lump income into certain years beyond that. As with all planning ideas, I would like to ...
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What is Your Long-Term Care Plan?
(General/Articles)
... care landscape is changing rapidly which only adds to the anxiety of what the future looks like. What is apparent is that both government and corporations are pushing more of the responsibility on ...
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Dog Bites
(General/Articles)
... liability statutes" are laws adopted to remove all doubt as to who is liable in the event of a loss like a dog bite. If your dog bites, you are liable no matter the circumstances. What you ...
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Estate Tax Trouble in 2010
(General/Articles)
While the absence of an estate tax in 2010 may sound like an ideal situation for many investors and their heirs, an in-depth analysis illustrates that previous estate tax rules may have been more beneficial ...
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Good Financial Plans Need Slush Funds
(General/Articles)
... not feel like they had the money during a bad market. And if you think about it, a bad market is exactly when the opportunities arise – lower remodeling costs, marked down cars, travel specials, bargains ...
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Retirement Is About Living Longer
(General/Articles)
... the same - "why I wake up in the morning." In cultures that have a sense of purpose to the day, stress is lower and people are happier. It sounds like retirement to me! Purpose can come from many ...
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Take Control of College Costs
(General/Articles)
There was a time when numbers like $140,000 or even $60,000 were used by young adults in reference to purchasing their first home. Today this type of investment will barely even cover the cost of a four ...
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Will You Still Get Goose Bumps When CDs Are Gone?
(General/Articles)
... process, but we can pay attention to record labels, producers and artists. With very little effort it is easy to discern the difference. Unfortunately it's most likely to be the most popular pop stars ...
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Employee Satisfaction - Your Cornerstone of Productivity
(General/Articles)
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 ...
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What's Ahead?...Spring and Echo Boomers
(General/Articles)
... 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? I offer a shorter and ...
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Is Buy-and-Hold Dead in 2010?
(General/Articles)
... to melt down in the fall of 2008, all equity assets (and some bonds) dropped in unison (for those of you who like investment-speak, correlations went to 1). Diversified portfolios cannot escape a seller's ...
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Heads I Win, Tails You Lose
(General/Articles)
... into four separate Roth IRAs each holding a distinct asset class like small-cap equities, large-cap equities, international equities and commodities now avails you the option to recharacterize each of ...
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When Spending is Really Saving
(General/Articles)
... decision like this. ...
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Our Process
(General/About)
... and to see if they like us. In all cases, both parties need to agree to establishing a long-term working relationship, as we will be discussing very personal aspects of their life, their dreams and their ...
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Can I get a copy of your ADV Part II?
(General/FAQ)
... (952) 844-2500. If you would also like to schedule a meeting, just let Jon know. ...
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Multiple Retirement Options
(General/Articles)
I have noticed more articles recently where financial advisors give the opinion that the only way for some people to retire after a market like we have seen is to take on more risk (i.e. go even heavier ...
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Our Clients
(General/About)
Typical clients of Boeckermann, Grafstrom & Mayer Wealth Management, LLC are entrepreneurs, small business owners, corporate executives and high net-worth individuals. Our clients are most likely ...
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Buy Low, Sell High
(General/Articles)
... be false indicators. Market timing fits nicely in a society that is more in tune with instant gratification than patience and discipline but I would argue it is a false god (I feel like a Roman history ...