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Blog Posts

  • lawn

    Tax Planning Is Like Fall Lawn Care

    October 7, 2014
    Key Takeaway! Year-end tax planning starts with understanding what taxable distributions to expect in your portfolio. Follow these steps to avoid surprises in the spring. Lawn care in cold climates takes one extra step each fall. When you leave extra clippings and leaves on your lawn in the fall, snow mold ...
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  • college

    A Grandparents’ Guide to Helping Pay for College

    September 26, 2014
    Key Takeaway! Grandparents have a special role in educating their grandchildren, especially when they want to help pay for it. Know the rules so you can be the family guide. Many people want to help their children in life, but they prefer to do it in a way that is directed ...
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  • choice

    Retirement May Come Sooner Than You Think

    September 13, 2014
    Key Takeaway! While we all plan for a retirement date, there’s a chance that retirement could be forced upon us sooner than we want. Know how today’s decisions prepare or distract us from being ready to handle an early retirement. I graduated from college in 1992. My father was not at ...
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  • older-driver

    The Talk: Hanging Up the Car Keys

    September 3, 2014
    Key Takeaway! Children should not have to take away a parent’s car keys. Instead, parents should take their own keys away in an orderly transition. Have you had the talk yet? You know what I mean—that uncomfortable discussion with your parents about taking the car keys away. This is the conversation ...
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  • roller-coaster

    Riding the Market Roller Coaster

    August 29, 2014
    Key Takeaway! Markets are like roller coasters. Our success in the market is largely based on how well we control our behavior and emotions, just like we control our fear during a roller coaster ride. My kids love Valleyfair amusement park. As they get older, they want to try bigger and ...
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  • woman

    Mars and Venus: The Role of the CIO

    August 22, 2014
    Key Takeaway! Women often turn to the men in their lives when making investment decisions. But when you look beneath the surface, women are hard-wired to be good investors. My wife is our family’s Chief Financial Officer (CFO). She handles the budget, pays the bills, doles out allowances and saves for ...
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  • introvert

    Two Midyear Reads: Quiet and To Sell Is Human

    August 15, 2014
    Key Takeaway! Two books shed new light on the role of introverts and non-sales selling in our lives. Embracing these ideas leads to a new view of those around us, especially our children. I usually share a holiday book list every year just in case people need a good gift idea. ...
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