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
What is Fee-Only and Fee-Based Advice?
What if your doctor didn’t get paid for their advice or treatment they gave their patients? What if seeing your
Overconfidence, The Final Four, & The CFA Wealth Management Conference
As I was buzzed through the appropriate doors and circumnavigated the new security system at my son’s school, the thoughts
Bad People
“I am ashamed of the pain I have caused my daughter, my family, my friends, my colleagues and the educational
4 Reasons Why Your Child Should Open a Roth IRA Before April 15th!
Putting off immediate gratification for a delayed reward is a great lesson for any child. My now 11 and 13-year-old kids
The Tax Mob Is Gathering
“They ripped me off.”“They stole my money — I am so angry.”These are just a few of the quotes from
Skin In The Game
The conversation is rarely easy. If they haven’t already brought it up, I know the probability of some awkwardness increases.
Don’t Miss Your Target
Moving from a pension-driven retirement to a 401k-driven retirement has not been easy. Because the employee not only has the responsibility
A Common Mistake Of Overachieving 401k Investors
It is common knowledge that your company’s 401k match is free money. Unless you are struggling with high-cost debt, you