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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Ep. 39: The Stress Paradox: Why Good Stress Is Essential for a Healthier Retirement
Is all stress bad? Not quite. We’ve been told for years that stress is the enemy, but what if some stress is exactly what your…
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Ep. 38: Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding
7.26.2025
Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement…
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Year-End Financial Checklist
11.26.2019
Working with families, and having my own, I often use the seasons and holidays as signposts. They…
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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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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…