Welcome to a New Year! 2018 already appears to be off to a fast start for many of us. One of my ardent desires for this new year is to engage with clients, prospects and friends on a more regular basis sharing what's on my mind on a variety of topics.
What’s on my mind? You can read about it in my new blog. Whether it’s ideas from the financial services industry or emerging economic and business trends, you can read about it here. And once in a while, I may throw in a review of a great burger or other meal that I've had from my favorite restaurants here in the Twin Cities. Perhaps even a family recipe or some other surprises will find a place on my blog post too. For those of you that know me well, or follow my posts and photos on social media, you're already well aware that I'm passionate about good food. Food and finances are two of the five f-words that make up the core foundation of how I want to live my life. The others are faith, family and fitness. For the purposes of this blog, I'll focus on the food and finances. As you will soon see, there are so many similarities in how many people feel about money and food and how the relationship between both can become muddled and complicated without the right guidance and mindset.
So keep checking in. I'm glad to have you reading along.
Do You Have a 529 Plan?
If you’re like me and have young children around, college probably seems ages away. But, if you’re also like me, you may have swiftly realized how quickly time goes with kids and how fast they grow up. Regardless of whether...Read More
2017 First Quarter Economic Update
It seems like we just said goodbye to 2016, but but the first quarter of 2017 is already over! We ended 2016 with a tumultuous election, but Trump’s surprise victory launched an upward economic trajectory that has continued into...Read More
Is Your Financial Plan Prepared For Future Tax Increases?
From the recent election to the start of a new year to the fast approaching filing date, taxes are on a lot of people’s minds right now. Lately in the news, we’ve heard just about every rumor, from raising taxes on the...Read More
Is Your 401(k) Prepared for a Market Downturn?
Many of us contribute to a 401(k) and are relying on it to support us in retirement, but do you know what investments make up your 401(k)? Do you know if your plan is set up to withstand the uncertainty of the market? Market...Read More
What Everyone Should Know About the Standard Financial Planning Process
The financial services world can be intimidating and confusing for a lot of people, and not everyone understands the differences between stockbrokers, financial planners, investment managers, and so on. What can complicate things...Read More
Finding Life Insurance When You Have a History of Cancer
Because cancer is the second leading cause of death, it’s important to consider its role in your life insurance policy. Cancer can be difficult to get covered by a policy, but it’s not impossible. Financial advisors with...Read More
A Second Opinion and A Cup of Coffee
When the markets are as volatile and confusing as they have been over the past several years, even the most patient investors may come to question the wisdom of the investment plan they have been following. On top of that, life changes...Read More
What I Do and How I Can Help
People often assume that only those who have mismanaged their money or who lack savings are stressed about their finances. However, even wealthy or success individuals, business owners, and families can lack confidence in their future....Read More
Why I Became a Financial Advisor
I’ve never met a person who hasn’t played or heard of Monopoly. I remember vividly playing the board game as a child with friends and family. I didn’t just love the game for the fun of it; I was also fascinated by how...Read More