Blog

Blog Posts

  • Mars and Venus: The Role of the CIO

    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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  • Two Midyear Reads: Quiet and To Sell Is Human

    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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  • Remarrying and Money: Don't Let One Get in the Way of the Other

    Remarrying and Money: Don’t Let One Get in the Way of the Other

    August 13, 2014
    Key Takeaway! Some people might have financial reasons for not remarrying after their first marriage ends. But before deciding to stay single, consider what can be gained financially from a marriage. When people lose their spouse, they have to decide if they ever want to remarry. This happened to my mother ...
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  • Set It and Forget It, or Check It and Watch It

    Set It and Forget It, or Check It and Watch It

    August 6, 2014
    Key Takeaway! Target-date funds are becoming a default investment for many people. Yet that doesn’t mean they give you the personalized answer you really need. Saving for education or retirement is a function of many factors. If you want to spend more than your neighbor, you will need to save more. ...
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  • Don't Let Your Beneficiary Visit the Judiciary

    Don’t Let Your Beneficiary Visit the Judiciary

    July 30, 2014
    Key Takeaway! Beneficiary designations are the exclamation point to a great estate plan. But getting them wrong can lead to higher taxes now or even family fights that can end up in court later. Nobody wants to cause pain to their family, and parents don’t want their children fighting over money. ...
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  • You Can't Buy Time

    You Can’t Buy Time

    July 22, 2014
    Key Takeaway! Trying to buy better returns with more expensive investment products is like trying to lower your marathon time by buying more expensive shoes. You need to get the basics right in order to get to the goal. I just signed up for the Twin Cities 10-Mile run again this ...
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  • Healthy Habits Now Cut Retirement Costs Later

    Healthy Habits Now Cut Retirement Costs Later

    July 17, 2014
    Key Takeaway! Tending to your health on a daily basis now will cut your health care costs in retirement, making those years all the more enjoyable. I started flossing. I hadn’t flossed my entire life until now (no comments from the dentists, please). Then, a couple months ago, I was getting ...
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