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Student Debt: What You Need to Know

By Nik Aamlid, CAP®, Wealth Advisor If you’re like millions of Americans, it’s very likely that upon hearing the phrase “student loans”, you become a little on edge, and even start to sweat a little. It’s a pretty common reaction, I promise. In fact, the heavy load of student loans is all t …

How to Make Sense of Retirement and Estate Finance

Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.

The Comprehensive Guide to Estate Planning

An estate plan doesn’t materialize with the snap of your fingers. In fact, an estate plan demands that you confront your mortality. Perhaps that’s why so many of us fail to plan for the future. The reality is that estate planning isn’t about you – it’s about your loved ones. Much stands to …

Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you …

How to Get Started on Your Life Goals in a New Year

We have all been there before: frozen almost, staring down the road of a daunting, seemingly impossible task. Voices battle inside us, telling us that the job is too big and maybe we should just forget it.

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