It is that time of the year in Minnesota. Weekend late afternoons and evenings have been filled with high school and college graduation parties. On some weekends this month, your attendance has been requested at back-to-back graduation parties. You never realized how...
The wise old man who first stated that there is more than one way to skin a cat knew what he was talking about. I wonder if he grew up in Minnesota. Financial Advisors come in all shapes and sizes. It seems that there are more names for advising people on their...
I just read the most recent Fidelity Investments study. The information reinforced the three main problems currently facing individual company 401(k) retirement plan participants. The first problem is the lack of will. Most individual company 401(k) retirement plan...
Googled is a real word. I know because I looked it up on Google. Googled means to search for something on the Internet using any comprehensive search engine. That leads back to my original question. Have you ever googled your 401(K)? Be very careful with the language...
There are two very different levels of investment advice. It is shocking to me that the majority of individual Minnesota investors don’t know the difference. Most independent investment advisors provide a fiduciary standard of investment advice. This level of advice...
With spring comes in Minnesota the urge is to clean. Clean the attic, clean the garage, or clean the yard. Your urge to clean may even follow you to work. I would advise you to take the time to clean out your company 401(k) retirement plan account. Most individual...
