By Jamie Bosse Disability insurance is one area of financial planning that is typically overlooked and ignored. We don’t hesitate to insure our physical assets like our home, cars, jewelry, and even our pets, but we forget to insure our most valuable asset – our...
By Jamie Bosse If you participate in a 401(k), ESOP, or other qualified retirement plan that lets you invest in your employer’s stock, you need to know about net unrealized appreciation–a simple tax deferral opportunity with an unfortunately complicated...
By Joni Lindquist You may have seen the announcement that the Department of Labor (DOL) announced a ruling this past week regarding fiduciary standards for advisors providing advice on client retirement accounts. While additional guidelines and more information could...
By Lucas Bucl Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what...
By Stewart Koesten IRA contribution limits The maximum amount you can contribute to a traditional IRA or Roth IRA in 2016 is $5,500 (or 100% of your earned income, if less), unchanged from 2015. The maximum catch-up contribution for those age 50 or older remains at...
