You May Not Like The Choices You Have, But You Do Have Choices
July 25, 2012
The first time I meet with a new or prospective client, they say at some point in the meeting that they’re not where they thought they
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The first time I meet with a new or prospective client, they say at some point in the meeting that they’re not where they thought they
If you’re like me, you’ve spent most of the morning watching the coverage of the tragedy at the theater in Colorado. It’s sad to know that
I was speaking with one of my mentors yesterday afternoon, about something that I was frustrated wasn’t happening quickly enough for my preferences. She reminded me
If you’ve got Student Loans, you need to be aware of this deadline and the opportunity it presents. The Department of Education is offering the opportunity
[This post is part of the Financial Rules of Thumb series. Check out the rest here!] Today’s rule of thumb is: “100 minus your age equals the allocation you
The above is a great quote from Seth Godin’s Blog today. He references the work of architects and how it doesn’t matter how beautiful the plans
I’ve recently had issues with a few different clients recently who have inherited IRAs and are not clear on the rules surrounding them. Here are a
I’ve been working with a client who is in the process of settling their deceased father’s estate, and dealing with the many issues that have arisen
The President’s Advisory Council on Financial Capability recently released a wonderful website and poster called “Money As You Grow”, targeted at helping parents and children have
We’ve all seen the news about the Times-Picayune no longer publishing on a daily basis, and the reduction in staff that will certainly follow such an
I think we’d all admit that making mistakes is a part of life. Yet, we seem to think that we should never make mistakes when it
Think about that for just a second. How much of your money do you actually see? In your hands? In your wallet? If I had to
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ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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