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  • charitable-gift

    Speed Up Your Charitable Gifting

    December 4, 2013
    In December, many people focus on how much to give to charity. Instead of approaching the topic from the standpoint of how much to give just this year, however, it might be time to speed up your giving program. With tax brackets rising this year, your charitable gifts can help ...
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  • books

    The Gift of Knowledge: Eight Holiday Reads

    December 3, 2013
    I tease my siblings that the holidays have turned into a gift card extravaganza. It is hard to buy gifts for people who already have everything they need. But there is still one thing you can get that special person—the gift of knowledge. I have read a lot of books ...
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  • car

    Play a Game of Would You Rather

    November 19, 2013
    Assuming you needed a new car, the best time to buy one in the last decade would have been 2008 through 2010. When the economy was in horrible condition, buyers of cars got great deals. Now that the economy is in a slow but recovering mode, it is time to ...
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  • taxes

    Tax Drag on Retirement

    November 12, 2013
    The gross return of your portfolio doesn’t matter. It is what you keep that matters. Subtracting fees and taxes from your gross return is a necessary step before you start thinking about how much of your money you can actually spend in retirement. This means that it is smart to ...
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  • minnesota-taxes

    What If You Move Back to Minnesota?

    November 7, 2013
    There is a duality that is often forgotten when you move out of the state. The sun of Florida or Arizona may call you in your retirement years, as might the lower taxes in those states. But what if you have to leave family in Minnesota? More and more people ...
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  • minnesota

    Last-Minute Tax Planning (Well, You Have Two Months)

    October 29, 2013
    Every year at this time, tax planning becomes the focal point for many households. I have already written many posts on tax planning, and today I will give you one more update before the end of the year on ideas I have mentioned in the past. Some ideas have a ...
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  • eight-people

    How Confident Are You About Retirement?

    October 21, 2013
    October 20–26 is National Save for Retirement Week. Saving for retirement is a matter of delayed gratification—you spend less now so you can have comfort later. According to the Employee Benefit Research Institute’s 2013 Retirement Confidence Survey, only 51% of people are confident they will have enough to retire when ...
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