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Blog Posts

  • Estate Tax Trouble in 2010

    May 4, 2010
    While the absence of an estate tax in 2010 may sound like an ideal situation for many investors and their heirs, an in-depth analysis illustrates that previous estate tax rules may have been more beneficial for most individuals.  According to a report prepared by the Democratic staff of the House ...
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  • Health Care Reform Provisions Affecting Older Adults

    May 4, 2010
    On Tuesday, March 23, 2010 President Barack Obama signed into law the Patient Protection and Affordable Care Act (H.R. 3590) This comprehensive health care reform bill is packed full of new legislation that and has left many Americans asking “How will this affect me”? One area that we have been asked ...
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  • Good Financial Plans Need Slush Funds

    May 4, 2010
    Slush funds may historically have a negative connotation due to corrupt politicians, but I prefer to think of my grandmother.  I remember spending several weeks each summer at grandma’s house near Alexandria; she would take us toy shopping at the beginning of the week so that we would have something ...
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  • Retirement Is About Living Longer

    April 7, 2010
    I am always struck by the number of people (my friends included) who talk about retirement as some “end of life” event that they are just waiting for.  People with longevity will tell you they think very different than that, assuming that life is to be lived today – all ...
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  • Take Control of College Costs

    April 7, 2010
    There was a time when numbers like $140,000 or even $60,000 were used by young adults in reference to purchasing their first home.  Today this type of investment will barely even cover the cost of a four year college education.  According to the College Board, the average annual comprehensive cost ...
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  • Medicare – Here’s the 411

    April 7, 2010
    Knowing when and whether or not to enroll in Medicare are important questions that are coming up more frequently these days among my clients. While I always believed that things got easier as you got older that is surely not the case when it comes to deciding on the use and ...
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  • Identity Theft 101

    March 3, 2010
    Identity theft is on the rise, partly thanks to a weak economy.  A recent article (Report: ID Fraud Grows At Record Pace) summarizes an annual survey done by Javelin Strategy and Research that shows approximately 11 million people experienced identity theft in 2009.  We know of people here in Minneapolis ...
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