Spring cleaning – put your financial house in order

March 28th, 2011 Mike Roozeboom

As winter draws to a close, and you file away your forms and schedules at the end of the tax season, it’s a good time to take a closer look at your finances and tidy up where needed. Here’s a checklist of key considerations to help you get started. Lay a balanced investment groundwork* Does […]

Yours, mine and ours – a couple’s guide to retirement planning

March 28th, 2011 Dick Ockerlander

If you’re entering your retirement years with a spouse or partner, planning is critical. As a couple, your combined retirement assets are not just limited to what you may have accumulated in your current employers’ retirement plans. You also need to consider any older accounts that are still sitting in former employers’ plans or assets […]

Understanding minimum distribution rules

March 28th, 2011 Kevin Mote

If you’re approaching retirement, you’ll eventually need to make serious decisions about when to begin taking withdrawals (known as distributions) from your retirement accounts, how to receive the money and how to calculate the taxes you’ll owe.* Fortunately, the rules governing required minimum distributions (RMDs) have been simplified in recent years. Nonetheless, you should exercise […]

Midlife investing – make the most of your asset-building years

March 28th, 2011 Lee Curry

As you move through your peak earning years, you’ll probably see your net worth steadily rise. At the same time, you’ll still have some work to do before you realize your financial goals. That’s why it’s important to have a solid plan in place. We’ve put together some tips to help keep your portfolio on […]

Pros and cons of joint checking accounts

February 9th, 2011 Todd Means

One of the biggest decisions you and your new spouse will have to make when it comes to your financial lives is deciding how you want to manage your money. Will you: Establish a joint account that is used by both you and your spouse? Continue to manage your own individual accounts? Or establish a […]

How to set a budget for your family and stick to it

January 31st, 2011 Todd Means

Managing money isn’t always easy – especially when you have a family and it doesn’t seem like there’s enough money to go around. The mortgage, bills, groceries, insurances payments and gas can all make it seem like your hard-earned money has vanished into thin air. That’s where a family budget can be a lifesaver. A […]

How to be an organized financial consumer

January 31st, 2011 Jeff Burkhart

Being an organized financial consumer really boils down to one thing: Take control of your money instead of letting it control you. Although this may seem like a daunting prospect for some people, a few simple strategies can help you streamline your finances and become more organized about household money matters. Have a clear understanding […]

Getting into the savings habit

January 31st, 2011 Barb Finney

Like many things in life, setting money aside as savings is a habit that needs to be developed. It doesn’t take a miracle to save money. But if you want to see your nest egg grow, you need to do what you can to encourage a savings habit – especially as a young adult! We’ve […]

young family

6 basic rules to financial freedom

January 31st, 2011 Doug Benjamin

Managing your finances can be a confusing and daunting process. But the reality is that mastering money isn’t that difficult. If you stick to a few basic rules and principles you’ll set yourself up for a life of financial freedom. Keep in mind that most of these rules are behavioral in nature, and changing your […]

5 Common Money Mistakes

January 31st, 2011 Barb Finney

In challenging economic times, you can’t afford to play fast and loose with your finances. Minor missteps can add up to thousands of lost dollars over time. Avoid five of the most common money mistakes, and you’ll start adding to your nest egg in no time. Money mistake #1: Living beyond your means This affects […]

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