Blog

Blog Posts

  • How to Really Help Your Children

    How to Really Help Your Children

    May 19, 2014
    Key Takeaway! Letting your children achieve at their own pace will make them more successful and put less of your retirement at risk. If you could give your children one thing by the age of 30, what would it be? I am not suggesting material things, but rather what you can ...
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  • De-Clutter Your Life and Your Portfolio with an Annual Garage Sale

    De-Clutter Your Life and Your Portfolio with an Annual Garage Sale

    May 9, 2014
    Key Takeaway! De-clutter your possessions and portfolio in anticipation of a fulfilling retirement. The weekend after Mother’s Day is the annual garage sale in my neighborhood. I love this time of year because I love to de-clutter my life. Garage sales always remind me that I don’t need things to be ...
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  • Finding the Hidden Meaning in Retirement

    Finding the Hidden Meaning in Retirement

    May 8, 2014
    Key Takeaway! It is easy to retire from something but harder to retire to something. Assessing what you are passionate about is the key to giving back and finding joy. It might not be surprising that I have told people to not retire. But what might be surprising is why I ...
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  • College Decision Day and All That Goes Into It

    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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  • Tax-Saving Strategies Line by Line

    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 and High-Frequency Trading

    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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  • A Change to Minnesota Gift and Estate Tax Law

    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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