Blog
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Ep. 38: Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding
Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement counselor Mark Struthers sits down with estate planning…
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New Roth Rules Explained: What SECURE Act 2.0 Means If You Make Over $150,000 (and Especially If You’re Over 65)
Crossing $150,000: How the New Roth Rules Change Retirement Strategy The “grace period” is officially over. If you earned more than $150,000 in 2025, the…
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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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The College Approach
4.24.2019
Parents take many different approaches when it comes to college funding for their kids. The approach taken…
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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…
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Don’t Miss Your Target
2.8.2019
Moving from a pension-driven retirement to a 401k-driven retirement has not been easy. Because the employee not…