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  • shakespeare

    A Rose by Any Other Name

    October 15, 2013
    This is a guest blog post from Peter Rekstad, CFP®, ChFC®, CLU®, of TruNorth. "A rose by any other name…" That line is one of the most quoted from any of Shakespeare’s works. It comes from an exchange between the star-crossed lovers Romeo and Juliet, who are wrestling with the ...
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  • estate-tax-planning

    Random 2 a.m. Insurance Thoughts

    October 8, 2013
    Insurance of all kinds gets a bad rap. It’s an expense, and most people would rather spend their money eating out or going on vacation. But insurance is necessary for all of us that continue to accumulate stuff, including income and wealth. But there are some practical insurance issues that ...
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  • coffee

    Coffee and Mutual Funds Vary by Cup

    October 1, 2013
    Coffee hounds beware: not all coffee packs the same punch. A recent article on Foodbeast lays out the brands with the most caffeine per fluid ounce. McDonald’s has the least at 9.1 mg/fl. oz, while Caribou (15 mg/fl. oz) and Starbucks (20.6 mg/fl. oz) fall in the middle. At the ...
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  • ponzi-scheme

    Use Investing Smarts to Avoid Scams

    September 24, 2013
    This week is the fifth anniversary of the collapse of Tom Petters’ Ponzi scheme. Minnesota businessman Petters orchestrated a $3.65 billion fraud, far short of the $50 billion the more infamous Bernie Madoff stole, but a huge amount nonetheless. There have been other, smaller, Ponzi schemes in the local news, ...
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  • affordable-care-act

    MNsure and Your Retirement

    September 10, 2013
    Health care is going to make retirement planning more complicated (or easy, depending on how you view it), especially for those who retire before age 65. At 65, you can sign up for Medicare, but if you retire before then, the old problem of figuring out how to get health ...
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  • medicare-donut-hole

    Medicare Part D: It’s Not Your Father’s Drug Coverage

    September 6, 2013
    When people think of Medicare, they probably think of Part A (hospitalization) or Part B (doctor’s visits), which they sign up for when they turn 65. The next thought might even be getting a Medicare supplement to handle the coverage gaps in Part A and Part B. But don’t stop ...
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  • boomer-and-millennial

    Teach Your 22-Year-Old How to Save for Retirement

    September 3, 2013
    Why are children the hungriest at 4:00 in the afternoon? Is it because dinner is at 5:00? Growing up, I remember one of the basic lessons was not to eat anything in that hour before dinner. Mom was usually preparing a big meal and she wanted her five children to ...
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