Posts in Financial Plan
Why Is Financial Planning Important

"What gets measured, gets improved", is a common saying that's been going around the blogosphere for a while now. It applies to all aspects of your life, such as meeting a daily calorie goal or walking 10,000 steps.

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Financial Planning 101: Know What You Want

If you are thinking about a financial plan, start with some soul-searching.

Simple automated retirement calculators are everywhere these days. Just run a quick Internet search, and the tools might just convince you that financial planning is all about filling in the blanks.

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Retirement, the elusive dream?

 I read an article from the Star Tribune (our local Minnesota newspaper) earlier today entitled Aging America: For some blue-collar Americans, retirement is nothing more than elusive dream.

The story follows that sad tail of Tom Edwards, a 53 year old logger, who thinks he will never be able to retire.  

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DIY Financial Plan - Just Released!

This guide is for the DIY Investment Manager.  It will get you off to a good start for your financial planning.  We created it for the individuals who are not quite ready to engage a financial planner but still know they have to get started in order to have a successful retirement.  This may be all you need but if you find that you still need some extra help, please feel free to reach out to us.

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