Here is our list of “How To” videos. Click on the link and it will take you to the video in YouTube. These videos are for our clients exclusively. Vanguard Vanguard EFT [...]
EVER FEEL GUILTY ABOUT SPENDING MONEY? Many people do. I hear this frequently from clients. For example, during a call with a client a few weeks ago she mentioned that “we probably spend [...]
IF I COULD GET MY PRE-RETIREE CLIENTS TO DO ONE THING, it would be to put together a solid, tight budget of what they will spend during retirement. I HAVE FOUND THAT FAR TOO MANY PEOPLE SPEND TOO [...]
I RECEIVED A FLYER IN THE MAIL TO PARTICIPATE IN A “RETIREMENT SURVEY.” It was from a large local advisory firm here in the Twin Cities – Wealth Enhancement Group. FOR THE [...]
DO YOU LIKE TO BE AROUND NICE PEOPLE? Work with them? Spend your social time with them? Is this a trick question? IT IS SAFE TO ASSUME THAT, ALL THINGS BEING EQUAL, we would prefer the company [...]
DO YOU KNOW THAT YOU CAN INVEST FOR FREE? Well, almost! There’s no catch! You can open a brokerage account at Vanguard at no charge and buy an ETF that owns thousands of stocks. And the [...]
MY MOM PASSED AWAY ON THE MORNING OF SATURDAY, FEBRUARY 25TH. I flew back to Tacoma to see her but she had passed before I arrived. I AM THANKFUL TO BE HER SON. You only get one Mother and I [...]
USED CAR SALES PEOPLE GET A BAD RAP. They’re an easy target. They are the ubiquitous reference for any shady, aggressive or over the top sales tactics. HOWEVER, THEY HAVE NOTHING ON THE [...]
