We have an upcoming Divorce Workshop on March 11, 2017; see spot on Kare11. Click here to register for our Divorce Workshop! Watch Our Video on Kare11 Click this direct link to the video: http://www.kare11.com/money/avoiding-financial-pitfalls-in-divorce/414589083
Vacation home sales jumped 57% to an estimated 1.13 million for the 12-month period ended December 31, 2014, exceeding the recent peak level reached in 2006.¹ When it comes to insuring your second home, you may find that the coverage you need is quite different than what you have on your primary home. The Unique [...]
Did you know that... Approximately 100 million American workers have no private disability income protection,¹ 30 percent of U.S. households have no life insurance,² and About one in eight drivers are uninsured?³ If you ask a homeowner, replacing a roof is probably the least satisfying expense he or she will ever face. While the value [...]
Who among us wants to pay the IRS more taxes than we have to?¹ While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the six most overlooked opportunities to manage your tax bill. Reinvested Dividends: When your [...]
I'd love to meet with you over a cup of coffee to hear about any changes in your current financial situation. Call me at (952) 236-1755 or fill out the form below! I look forward to hearing from you!
Market Conditions Today The stock market is more volatile lately because it is reacting to the price of oil. Today, the price of oil had been down 4%, to $27/barrel, and the stock market followed by being down 2%. The traditional view of declining oil prices and declining stocks means there is a slowdown in [...]
What’s the value of a financial advisor? Two studies found that working with a financial professional can result in higher returns and potentially lower personal stress. Lower Stress Seventy-six percent of people within 15 years of retirement are stressed when thinking about retirement savings and investments.¹ Working with a financial advisor to develop a written [...]
Inc. magazine reported that 66% of small-business owners have no formal succession plan.¹ While the number may shock you, it is not surprising that many small business owners are consumed by the myriad responsibilities of running their businesses. Nevertheless, owners ignore succession planning at their peril, and possibly at the peril of their heirs. There [...]