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Avoid these 9 Investing Mistakes

By Matt Starkey Investing is at best a risky proposition and sometimes even the best investment ideas don’t work out. However, avoiding these 9 mistakes may help improve your investing outcomes. 1. Investing without a plan When you take a road trip in your car you...

3 Reasons to Hire a Financial Planner

By Jamie Bosse 1. To Get Organized If you are like most people, you are busy and have a ton of moving parts in your life.  You might be juggling the demands of your personal and professional life as well as finances.  Money encompasses so many areas of our lives –cash...

IRS Finalizes Regulation: Paying Taxes Easier for Restricted Stock

By Joni Lindquist The IRS recently acted upon feedback from taxpayers seeking an easier way to pay tax at grant.  This method requires a Section 83(b) filing.  To make an 83(b) election on restricted stock, the individual must notify the local IRS office within 30...

Financial Planning for Deferred Compensation

By Stewart Koesten A number of larger companies offer elective Executive Deferred Compensation Plans.  These are essentially plans allowing certain employees to elect to defer a portion of their salary/bonus compensation before it is earned.  The advantages can be...