Month: April 2019
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The College Approach
Parents take many different approaches when it comes to college funding for their kids. The approach taken will often be influenced by the approach their…
- 401k
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- healthcare
- healthcare
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- Open Enrollment
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- Traditional IRA
- Uncategorized
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Don’t Be Afraid of The HSA This Open Enrollment Season!
11.20.2019
I don’t think it was a coincidence that #HSAAwarenessday occurred right before Open Enrollment, nor was it…
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You Can Have Your Funnel Cake On A Stick & Eat It Too!
7.22.2019
Can you have your cake and eat it too? When it comes to the magical 529 plan,…
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Beyond Meat Father’s Day Taste Test
7.4.2019
I was skeptical when I heard about the innovation of fake meat— Beyond Meat, to be exact—…
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RIP Stretch IRA (Maybe?)
6.10.2019
What Is a Stretch IRA? When an Individual Retirement Account (IRA) is left to a nonspouse, a…
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I’ll Take Jeopardy, Risk, & Retirement For $1,000, Alex.
5.25.2019
I’ll take Movies In The DirectTV Guide for $500, Alex. The answer: “Two hit men, a boxer, a crime boss,…
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3 529 Plans For 3 Types of Minnesotan Nice Parents
5.24.2019
For those of you that don’t know, a 529 account is a tax-advantaged education funding account. It…
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Overconfidence, The Final Four, & The CFA Wealth Management Conference
4.10.2019
As I was buzzed through the appropriate doors and circumnavigated the new security system at my son’s…
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Bad People
4.10.2019
“I am ashamed of the pain I have caused my daughter, my family, my friends, my colleagues…
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Skin In The Game
2.9.2019
The conversation is rarely easy. If they haven’t already brought it up, I know the probability of…