Category: Investing

  • 3 529 Plans for parents

    3 529 Plans For 3 Types of Minnesotan Nice Parents

    For those of you that don’t know, a 529 account is a tax-advantaged education funding account. It…

  • parents approach to college funding

    The College Approach

    Parents take many different approaches when it comes to college funding for their kids. The approach taken…

  • Overconfidence, The Final Four, & The CFA Wealth Management Conference

    As I was buzzed through the appropriate doors and circumnavigated the new security system at my son’s…

  • Don’t Miss Your Target

    Moving from a pension-driven retirement to a 401k-driven retirement has not been easy. Because the employee not…