We are thrilled to announce that our Associate Financial Advisor Ann Blakey successfully passed the Series 65 exam – officially known as the “Uniform Investment Advisor Law Exam.” Ann’s sharp mind has an innate ability to synthesize relevant information to help her clients achieve their goals in the most efficient way possible.
By Maura C. Schauss, CFP® & Todd I. Youngdahl, CFP®
Wow, what a month it has been! Our market reached the status of “longest bull market since World War II” this fall. (1) This has made December’s volatility feel particularly painful and, for some, frightening. It’s important to understand that markets go through tough times and why it’s critical to the success of your portfolio, to stay invested.
By James F. Anderson, Esq.
Powers of Attorney sometimes seem to be the black sheep of the estate planning family. Trusts and Wills get all of the headlines while Powers of Attorney are forgotten. That is a mistake. Powers of Attorney are versatile documents that can dramatically improve a person’s day-to-day life at minimal cost. As an estate-planning attorney, I have spent a lot of time educating people about the benefits of having well-drafted Powers of Attorney. Here are 6 important elements that I wish more people understood about Powers of Attorney.
By Maura C. Schauss, CFP®
Before the year’s end, in the midst of the holiday events and travel, the last thing you want to think about is your finances. But considering how finance-related resolutions are the third most popular New Year’s resolution, (1) why don’t you give yourself a head start on your 2019 financial goals? Here are 10 critical financial actions you’ll be glad you tackled when the ball drops on New Year’s Eve!
By Todd Youngdahl, CFP®
You may have heard your friends talking about it. Or maybe you’ve seen it in the news. When it comes to deciding when to start drawing from Social Security, all you have to do is type in your information to a Social Security maximization software, and voila! It tells you exactly what you need to do to maximize your benefits.
By Maura C. Schauss, CFP
In any given month, there are well over 100 nationally recognized “days” on the calendar. Some of them are days to honor people, historical events, or important causes, and others are downright silly. Amidst all the significant or odd holidays in September, there is one that we think is critical to recognize: Fight Procrastination Day!