I had a client of mine call me from Crane Lake, Minnesota earlier this week. His bachelor uncle had recently died; leaving no wife or children in his will. Federal law states that surviving spouses automatically inherit their spouse’s company 401(k) plan account. In...
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...
My son is a high school senior. His sister is a high school junior. This year, each of them is taking a business class. My son is taking Principals of Investments this year. My daughter is taking Personal Financial Management this year. You would think that by the...
