Fees

This is a story from John Morrow of the Twin Cities.  John and his wife Megan recently assessed how they stand financially for their future and evaluated their investments as well.  They were [...]

HOW IMPORTANT IS CANDOR, OR AN HONEST MESSAGE, WHEN YOU DETERMINE WHERE AND HOW TO INVEST?  The value of candor in the financial services industry came up in a recent interview with Jack Bogle, [...]

OVER THE LAST SEVERAL MONTHS MY WIFE AND I HAVE MADE SEVERAL CHANGES IN THE SERVICES WE USE.  One I would recommend would be the change we made to Republic Wireless for my cell phone service. WE [...]

WHEN YOU’RE READY!  While it may seem obvious that we would all benefit from having an ongoing financial plan throughout our lives, many people don’t have one. Some have never gotten [...]

BY USING VANGUARD FUNDS, I think my clients will have a higher likelihood of having more money in their accounts in the future than if they use comparable investments from other mutual fund [...]

BECAUSE SHE WOULD RECOMMEND THAT YOU USE THE VANGUARD TOTAL STOCK MARKET INDEX FUND!  While we don’t normally talk much business, she recently sent me a link to a story referencing this [...]

WE SHOPPED AROUND!  Nothing too complicated.  A better question might be why did it take us so long to do this.  Unfortunately, I was under the impression that once you were with a carrier, and [...]

IT WOULDN’T KILL YOU TO SACRIFICE TWO HOURS A YEAR, WOULD IT?  What would that amount to?  One movie?  A couple of TV shows?  Some useless time surfing the web? Watching your local sports [...]

I get this question all the time!  Many in the middle class or just getting starting saving for their future have difficulty in determining the right amount.  Here are some considerations which [...]

It may not be, when can I retire?  Or where should I invest?  Or how much insurance do I need?  Or should we pay off our debt first before investing? Or any other question related to your [...]