Blog Posts

  • college-campus

    College Decision Day and All That Goes Into It

    April 29, 2014
    Key Takeaway! There are important issues few people think about when they are talking to their children about college but which should be front and center. May 1 is decision day for college applicants—the final deadline for prospective freshmen to let most colleges know if they’ll be attending. While it should ...
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  • US-1040

    Tax-Saving Strategies Line by Line

    April 16, 2014
    Key Takeaway! Knowing just five lines of your tax return could help save you a lot of taxes in 2014. Hold on! Before you throw your tax return in a drawer (or delete it from your inbox), take just 10 minutes to better understand how you can pay less tax in ...
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  • flash-boys

    Flash Boys and High-Frequency Trading

    April 11, 2014
    Key Takeaway! High-frequency trading exploited a weakness in current financial regulations, but that doesn’t mean stock markets are rigged. Michael Lewis is a great writer. He is the author of Liar’s Poker, Moneyball, The Big Short, The Blind Side and now Flash Boys: A Wall Street Revolt. In promoting his new ...
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  • working-together

    A Change to Minnesota Gift and Estate Tax Law

    April 9, 2014
    Key Takeaway! Minnesota gift and estate taxes have changed for the second time in 12 months, so it’s time to update your estate plan again. My oldest son is in robotics in school. One of the tenets taught at all times is gracious professionalism. I saw it in action this weekend ...
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  • business-owner-check

    Business Owner Compensation: A Marathon or a Sprint?

    March 17, 2014
    Key Takeaway! Paying yourself along the way might make for a happier retirement. I recently participated in an entrepreneurial rally where startup business owners were each able to spend 25 minutes at four roundtables and ask questions of those of us with more established companies. Sharing some of my relevant experience ...
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  • A Saturday with Warren Buffett

    March 11, 2014
    Key Takeaway! Investing is as much about behavior as it is about prices. Every year, I look forward to getting up early the first Saturday of March. This is the day that Warren Buffett releases his annual letter to shareholders. With a cup of coffee and my iPad, I nestle in ...
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  • executive

    Retiring Soon? What to Do with Company Stock in Your 401(k)

    March 3, 2014
    Key Takeaway! If you retire and your 401(k) includes company stock that has experienced significant gains, you may reduce your income taxes over your lifetime through the use of net unrealized appreciation (NUA). The Enron debacle reminded everyone that holding too much of one stock can be detrimental to your retirement. ...
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