Whether it’s called a 401(k), 403(b), 457(d), or any other variety of employer-sponsored retirement plans, most people are aware of the basics involved in investing for their retirement through a workplace plan. However, given our…
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If It Sounds Too Good to Be True…Financial Scams on Baby Boomers
Some old sayings stand the test of time, and for a good reason – they never lose relevance, no matter how much society evolves. In other words, when your parents told you to be aware…
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Little Known IRA Tips
In 1974, a remarkable set of legislation called ERISA was passed that completely overhauled America’s pension and retirement framework. One of the more transformative components of ERISA has turned out to be the Individual Retirement…
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It’s All About Purchasing Power
Have you ever devoted so much time and effort into planning a party that you lost sight of what the party was even for in the first place? Like it or not, such things simply…
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Grandparents Beware: The Generation-Skipping Transfer Tax
Being a grandparent isn’t just about excessive Christmas presents, family photos, and paying a grandchild $20 to mow a 10 square-foot lawn. Unfortunately, although not commonly known and even less widely understood, the generation-skipping transfer…
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Growth vs. Value Stocks
Of the many investment terms thrown around with little explanation for the typical investor, growth and value stocks tend to be the most misunderstood and confusing. Like many facets of investing, however, the terms growth…
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When Federal Deposit Insurance Limits Your Goals
Whether talking about Thanksgiving dinner, Halloween candy, or nights out on the town, it’s possible to have too much of a good thing. In that light, the different federal deposit insurance programs can be seen…
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Which Type of IRA Is Best for You?
For as straightforward a concept as retirement can be, establishing a solid financial footing for your retirement years can be anything but straightforward. Between 401(k)s, IRAs, Roth IRAs, and various other types of retirement accounts,…
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Maximize Your Business’s Financial Potential with Dana in the Twin Cities Wealth Strategies Alexa Skill
You want to take control of your financial path. We offer evidenced-based fiduciary advice. And now we are sharing our knowledge hands-free on Alexa so you can get quick, helpful information about your financial life….
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Financial Considerations When Health Becomes a Concern
Even the strongest of us will reach a point in life where we start to slow down and things that once were automatic suddenly become arduous and consuming. Whether we want to admit it or…
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