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Financial planning and investing may be the core of a comprehensive retirement plan, but estate planning is an important component of the process that also needs to be addressed. Not only will it help you map out an efficient and effective way to pass your assets onto your heirs and your favorite charities, it can also make life easier for you while you’re still alive.
The will is the centerpiece of an estate plan—and probably the best place to start—but there are other elements you should also consider that go well beyond the will.
For instance, you might find it helpful to set up a trust, which is a legal document that gives you the ability to set aside assets to be given to your beneficiaries when and how you dictate. There are many types of trusts that give... MORE
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| CLICK HERE to get your free copy of our retirement booklet, “Imagine what you can achieve. The Essential Guidebook on Strategies for Your Life, Your Finances, and Your Future.” In this booklet, you’ll learn more about retirement strategies and options for your future. |
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CLICK HERE for your FREE Financial Review. We place a high priority on mutual trust in our client relationships, we offer this free analysis to help us both decide if we are a good fit. |
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Financial Planning:
Back to School – Back to Planning
As kids make their way back to school this fall it is a great time to start thinking ahead to begin planning for future college expenses. Start planning as early as possible... MORE |
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Tax Planning:
Energy Tax Credits
The American Recovery and Reinvestment Act (“The Economic Stimulus Package”) that was enacted in February gave all homeowners the opportunity to make energy efficient... MORE |
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Insurance Insights:
Your Asset Protection Plan
You and your advisor have worked diligently to examine your objectives in life and to invest accordingly. Putting an asset protection plan in place is often given little consideration... MORE |
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Investment Management Updates:
Asset Allocation: A Sound Investment Strategy
In today’s complex financial markets, you have an impressive array of investment vehicles from which to select. Each investment also carries some risks, making it important to choose wisely... MORE
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Thoughts from Bruce Helmer:
Why Give?
I have encountered nearly every reason imaginable for making contributions to charitable organizations. The most common, however, are the following... MORE |
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Sudoku Puzzle:
When you play sudoku you qualify to win a FREE $25 Gift Card for any participating Target. This month's puzzle... MORE |
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Upcoming Events:
As most of you know, one of our main goals is to educate our clients and our community. We look forward to seeing you at an upcoming seminar... MORE |
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Minnesota: Blaine, Brainerd, Burnsville, Chaska, Duluth, Edina, Mankato,
Oakdale, Plymouth, Rochester, St. Cloud, and Vadnais Heights
Iowa: West Des Moines – North Dakota: Fargo |
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