People always ask me how long they should keep their tax returns? So, is the 7 year rule of thumb fact or fiction? What about those quarterly and annual statements you get about your investment accounts? And how long to keep bank statements before throwing them away? One year? Three years? Seven years? You […]
Risk means different things to different people in investing. It can mean the possibility of losing money. It can mean the set back of a disappointing return. Whatever the case, ‘risk’ spells D.A.N.G.E.R. when it comes to investing, right? That’s why, I’m here to tell you that it’s oh-so-important to put in place some important […]
Every single day we ask ourselves ‘money’ questions. Should I buy this? How can I save more? I really want to achieve this dream, but how? My retirement portfolio stinks, I wish I knew what to do with these stock pickings? Over the last decade,as an adviser in personal finance I’ve collected a list of […]
One of my favorite pass times is reading. Naturally, you might suspect that since I’m passionate about Financial Planning I’ve read a few books on the subject. It’s true! But one does not need to be giddy about their personal finances to be inspired by a few great reads. Yes, I said it, INSPIRED! If […]
January. A time for new goals and resolutions to be set and obtained. If you are anything like me, I have big time aspirations to accomplish many things. But often times, if I’m not intentional those ideas get pushed to the wayside when other pressing matters come to the surface. Thus, I decided to provide […]
Preparing for 2015
I will be out of the office beginning Wednesday, December 24th through the New Year.
What will I be doing?
I’m headed west to Granby, Colorado with my family for some much needed rest and relaxation. I plan to read, snowshoe and perhaps take in a trail ride (or two).
My goals for 2015 are BIG, and I can’t wait to share my ideas with you as we jump into the New Year. But first, I need to take some time and reflect on the gift of this past year.
I have scheduled blog posts to run while I am away. These will be pulled from the archives and they are some of the best ones we’ve had feedback on. I think you will enjoy them.
We will see you in 2015!
“The stock market is designed to transfer money from the active to the patient.” – Warren Buffett
Today’s post comes from Michael Brennan, who is a trusted attorney serving estate planning needs in Minnesota, Wisconsin and Illinois. You can read his blog or visit his website for more information. If you would like to guest post please contact me. Most people have heard of trusts, but often times when I begin a conversation […]