Andy Baxley, CFP®, CIMA® Sr. Financial Planner, offers advice on how to make the most of your HSA, in this by CNBC article. Read the Entire Article Here
Around the world, individuals are being asked to take on greater responsibility for their own retirement. In the US, for example, a combination of limited Social Security
By Matt Knoll, CFP® Sr. Financial Planner If you’re considering buying a new car there’s a lot to think about. Buy or lease? Make and model?
You may have noticed changes in the bonds you hold in your taxable accounts (not retirement accounts like IRA’s). Don’t be alarmed if you see new
H. Jude Boudreaux, CFP® Sr. Financial Planner, shares tips on how prepare and navigate an unexpected financial windfall, in this AARP article. Jude Boudreaux, CFP®, is a Partner/Sr. Financial
More Americans than ever are considering the possibility of moving to another country after they retire. Some people look for a location where they can live
As a new parent, I’ve got college on my mind. While it’s true that it’s going to be 18 years before my wife and I make
The prospect of an increase in the federal funds rate has raised questions about future bond performance for some investors. DFA provides an analysis of global
With inflation at its highest level in decades and the US Federal Reserve raising interest rates, investors may be wondering whether they should devote more of
Andy Baxley, CFP®, CIMA® Sr. Financial Planner, shares 3 different ways you can hinder the impact of inflation, in this by CNBC article. Read the Entire Article Here
H. Jude Boudreaux, CFP®, Sr Financial Planner was recently quoted by CNBC.com. In this article, Jude outlines why savings targets can be counterproductive. Read the Entire Article Here
By The Planning Center, Financial Advisor at our Twin Cities office shares with CNBC about how to budget for a baby, based upon her own personal experience. The advisors
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
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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