By Joni Lindquist With the baby boomer generation barreling into retirement, the need and value of personal financial planning has increased. Why? In large measure, the baby boomers will be the first generation unable to rely on pensions to help fund their...
By Jamie Bosse Many people plan to leave assets to specific charities after they pass away. These assets will pass via instructions in their will or trust or perhaps via a beneficiary designation in a 401(k) plan or IRA (Individual Retirement Account). Often times,...
By Stewart Koesten Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there’s no foolproof way to handle the ups and downs of the...
By Joni Lindquist I recently read a great article by Ilan Moscovitz in The Motley Fool that addresses the different requirements for those calling themselves “financial advisors.” The piece explains how Obama’s administration is trying to change a long-standing double...
By Joni Lindquist I’ve seen several articles recently about people living longer in this country, which means we will need a larger nest egg for retirement. David Harrison’s article in the Wall Street Journal provided some compelling statistics. Harrison outlines a...
