Category: Goal Setting

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    The Opportunity in Change: How Changing Goals Change Financial Plans

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    The Opportunity in Change: How Changing Goals Change Financial Plans

    During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to …

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    Yes, You Can Make a Solid Long-Term Care Plan. Here’s How and Why It’s Important

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    Yes, You Can Make a Solid Long-Term Care Plan. Here’s How and Why It’s Important

    In today’s world it’s fair to say that most reasonable people believe that they are going to live a long life, and, when you live a long life, it’s also fair to say that sooner or later at some point, we’re going to need some form of care.

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    Student Debt: What You Need to Know

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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 …

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    As Gaming Industry Levels Up, So Does Its Value to Investors

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    As Gaming Industry Levels Up, So Does Its Value to Investors

    Many investors are embracing the $160 billion gaming market. The industry is larger than the $43 billion box office, $60 billion video streaming and $19 billion music businesses combined.

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    How to Make Sense of Retirement and Estate Finance

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    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.

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    The Comprehensive Guide to Estate Planning

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    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 …

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    How Estate and Gift Taxes Can Impact Your Financial Plan

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    How Estate and Gift Taxes Can Impact Your Financial Plan

    Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.

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    Teaching Kids about Money from Childhood Through Adulthood

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    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 …

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    Why You Should Start Your Estate Plan Today (Instead of Tomorrow)

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    Why You Should Start Your Estate Plan Today (Instead of Tomorrow)

    Many of us think we don’t have enough assets for a will to be necessary, or we’ve simply put it in the “I’ll get to it” category. But planning carefully now can save your beneficiaries from legal fees, tax losses and the ugly relational stress that comes up all too often in the estate process. 

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    How to Grow (and Keep) Your Emergency Fund

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    How to Grow (and Keep) Your Emergency Fund

    The most solid strategy is to build an emergency fund – accessible, ready and able to support you and your family when you hit a rough patch. Let’s look at a few essentials on creating and protecting your rainy-day money, and how this fits into your overall wealth plan. 

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