Cybercrime and fraud are serious threats and constant vigilance is key. While our firm plays an important role in helping protect your assets, you can also take action to...
Tips for Preventing Fraud
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Wealth Management
Is It Time To Refinance?
Mortgage rates are at two-year lows and continue to be significantly less than the historical average. With home values holding and/or increasing in most markets many...
Financial Independence: The New Dream
A noticeable trend is a desire for financial independence over the traditional notion of retirement. Some may wonder what is the difference in financial independence. It is...
What to Do When the Honeymoon is Over
I’m married. I have a husband. My last name is different. All those things still sound surreal to me, but they are now parts of my everyday life! After a truly perfect...
Extravagant Valentine’s Day Gifts
My husband hates the commercialism of Valentine’s Day. So a few years ago I told him, just write me a poem. He has an amazing use of the English language so I was hoping...
Relationships and Money
Relationships and money are inarguably intertwined. How do you go about handling the delicate balance of the two? In this article we explore communication on relationships and money.
Giving Back and the 3 T’s
For many, giving back is a central theme for the Holiday Season. The gift of giving originates from many influences. Religious training for...
Freezing Your Credit
This week, temperatures are in the single digits and Minnesotans are freezing! It has us thinking of another type of freeze - the credit freeze. This is one of the most...
Concierge Financial Advice
As people graduate to different levels of financial success their needs change. To me, the word ‘concierge” often comes to mind when seeking specialized help. When it comes...
Investing Strategies for Preserving Wealth
Some find it odd the focus on investing strategies for preserving wealth. After all, most of us spend much of our lives trying to accumulate a comfortable sum to acquire a...
Preserve Wealth Like a Millionaire
Growing up as a young boy on a farm in Iowa, being a millionaire was a BIG deal since very few had achieved the status of being one. Subsequently the need to preserve wealth...
9 Financial Planning Mistakes – Part 2
Avoiding mistakes, in comprehensive financial planning, can make achieving the goals and dreams much more effective. Part 1 of this three-part series explored three of the 9...