Blog

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February 2016

Estate Management 101

2018-01-04T10:56:43+00:00

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! [...]

Estate Management 101 2018-01-04T10:56:43+00:00

The Facts About Income Tax

2018-01-04T10:56:43+00:00

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!

The Facts About Income Tax 2018-01-04T10:56:43+00:00

Let’s Chat

2018-01-04T10:56:43+00:00

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! [/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]

Let’s Chat 2018-01-04T10:56:43+00:00

General Recommendations on Short-Term Investment Strategy

2018-01-04T10:56:43+00:00

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 [...]

General Recommendations on Short-Term Investment Strategy 2018-01-04T10:56:43+00:00

Apps That Help Achieve Goals

2018-01-04T10:56:44+00:00

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 [...]

Apps That Help Achieve Goals 2018-01-04T10:56:44+00:00

Four Really Good Reasons to Invest

2018-01-04T10:56:44+00:00

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 [...]

Four Really Good Reasons to Invest 2018-01-04T10:56:44+00:00

Measuring the Value of a Financial Advisor

2018-01-04T10:56:44+00:00

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 [...]

Measuring the Value of a Financial Advisor 2018-01-04T10:56:44+00:00