Blog Posts

  • 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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  • 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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