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Cleaning Out Your Financial Junk Drawer

Every year about this time I try to go through some of the clutter in my house. Invariably, I get to my sock drawer and find about eight socks without mates. I also usually find boxes that never got unpacked from the last move, and my basement these days seems like its sole…

4 Ways to End 2016 Financially Strong

We all know holidays are busy, and the last thing you want to think about is money stuff. I get it. I'd much rather be shopping for ugly Christmas sweaters and eating way too many holiday treats. But trust me - taking care of these four things today will make the end of 2016…

Life Insurance - Not Just For Death Benefits

As you know we've been covering life insurance for all life stages this month, in conjunction with Life Insurance Awareness Month. For a recap, check out life insurance in your 20s, life insurance for newlyweds, and life insurance for new parents. Today, I want to talk a…

Securing Your Own Oxygen Mask

When new clients come to us for financial planning, there are a few topics that generally come up over and over again in those first conversations. One of the biggest topics revolves around kids and money, and the looming task of saving for college. With many families in…

Meals and Money

For some of you reading this - and for yours truly! - today is the last day to file your taxes for 2014. Doesn't 2014 seem like a long time ago? Well, I mentioned over dinner last night to my kids that, now that Daddy has helped all his clients with all of their tax…

Practicing Perspective

Lately, I've been feeling a little depressed. Whether I'm looking at my financial portfolio (which has had a rough time lately), staring at my burnt up lawn (thanks Mother Nature!), lamenting that my Seahawks started 0-2 (thanks St. Louis and Green Bay!), or stressing about…