Mark Struthers CFP®, CFA

Year-End Financial Checklist

Working with families, and having my own, I often use the seasons and holidays as signposts. They remind us of

I don’t think it was a coincidence that #HSAAwarenessday occurred right before Open Enrollment, nor was it a coincidence that

Can you have your cake and eat it too? When it comes to the magical 529 plan, the answer may

In 2017 Minnesota finally joined the ranks of other states that offer an incentive for those using 529 Plans for

I was skeptical when I heard about the innovation of fake meat— Beyond Meat, to be exact— years ago. I

When an Individual Retirement Account (IRA) is left to a nonspouse, a popular option to delay the payment of taxes

Purchases based on emotion, especially when related to cultural, social stature, are not subjected to reason and analysis.

I’ll take Movies In The DirectTV Guide for $500, Alex. The answer: “Two hit men, a boxer, a crime boss,

For those of you that don’t know, a 529 account is a tax-advantaged education funding account. It is a fantastic

Parents take many different approaches when it comes to college funding for their kids. The approach taken will often be