College Expenses or Retirement Savings?

The title sounds like that old joke about what comes first; the chicken or the egg? I have been going through this dilemma myself over the last few years. I have one son in a New Jersey prep school this fall. He will be in college the following year. Right behind him...

There Should be a 401(k) College

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...

Should You Pay Off Your Mortgage?

I had a Minnesota client call me last week.  The reason for the phone call was the client’s sudden financial windfall. The client’s mother-in-law died a couple of months ago.  The estate had settled and the couple’s part of the inheritance was almost the same amount...