Year-End Financial Checklist
Working with families, and having my own, I often use the seasons and holidays as signposts. They remind us of
Don’t Be Afraid of The HSA This Open Enrollment Season!
I don’t think it was a coincidence that #HSAAwarenessday occurred right before Open Enrollment, nor was it a coincidence that
You Can Have Your Funnel Cake On A Stick & Eat It Too!
Can you have your cake and eat it too? When it comes to the magical 529 plan, the answer may
The Minnesota Nice 529 Plan Tax Credit OR Deduction
In 2017 Minnesota finally joined the ranks of other states that offer an incentive for those using 529 Plans for
Beyond Meat Father’s Day Taste Test
I was skeptical when I heard about the innovation of fake meat— Beyond Meat, to be exact— years ago. I
RIP Stretch IRA (Maybe?)
When an Individual Retirement Account (IRA) is left to a nonspouse, a popular option to delay the payment of taxes
Does Pageantry = Happiness?
Purchases based on emotion, especially when related to cultural, social stature, are not subjected to reason and analysis.
I’ll Take Jeopardy, Risk, & Retirement For $1,000, Alex.
I’ll take Movies In The DirectTV Guide for $500, Alex. The answer: “Two hit men, a boxer, a crime boss,
3 529 Plans For 3 Types of Minnesotan Nice Parents
For those of you that don’t know, a 529 account is a tax-advantaged education funding account. It is a fantastic
The College Approach
Parents take many different approaches when it comes to college funding for their kids. The approach taken will often be