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February 2016

Red Flags for Tax Auditors

By |News and Commentary|

No one wants to see an Internal Revenue Service (IRS) auditor show up at his or her door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its attention. Here are six flags that may make your tax return prime for an IRS audit.¹ [...]

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Estate Management 101

By |News and Commentary, Videos|

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. Do you have a will? Is it updated? Call me to discuss your legacy at (952) 236-1755 or fill out the form below. I look forward to hearing from you!

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The Facts About Income Tax

By |News and Commentary, Videos|

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Call me to discuss your financial situation at (952) 236-1755 or fill out the form below. I look forward to hearing from you!

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Let’s Chat

By |Financial Services, News and Commentary, Videos|

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!

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General Recommendations on Short-Term Investment Strategy

By |Financial Services, News and Commentary|

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 [...]

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A Fruitful Retirement: Your Social Security Benefit

By |News and Commentary, Retirement, Videos|

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Coaches

By |News and Commentary, Videos|

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Apps That Help Achieve Goals

By |News and Commentary|

The gap between setting goals and achieving them can be difficult to bridge. To enhance the chances of achieving personal goals, reminders and motivation are essential; making a New Year’s resolution is simply not enough. A number of apps have been developed in recent years to help you pursue your goals and develop better life [...]

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Four Really Good Reasons to Invest

By |News and Commentary|

Over half of Americans do not own any stocks, or stock-related investments, such as mutual funds, according to Bankrate’s Money Pulse survey.¹ Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough. Why Invest? Make Money on Your [...]

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Building Your Legacy

By |News and Commentary|

Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you.¹Shannon L. AlderThe desire to leave a legacy may be the height of altruism for it is a gift to the future, the benefit of which you may never witness, nor ever feel [...]

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