May 28
Recently, questions have been raised over proposed Minnesota tax increases, specifically a “snowbird tax”. According to The Wall Street Journal, “Details are sketchy, but the idea is to tax these nonresidents on their income from stocks, bonds, capital gains and dividends if they spend at least 60 days in Minnesota a year.” (Minnesota’s Snowbird Tax) …
May 23
Today’s post shares insights about goal setting and how those goals change as you mature and priorities shift. Carl Richards, author of “The Behavior Gap” shares his thoughts about this cycle of ever changing goals and how priorities drive change. Give Your Goals Time to Grow Up by Carl Richards In the U.S., …
Mar 26
The Pension Protection Act of 2006 approved the use of Target Date funds as a default option for retirement plan sponsors and since that time, we have seen an explosion of popularity in its offering (Target Date Funds are projected to account for 50% of retirement plan assets by 2020). The default option means that if you …
Mar 22
Check out the presentation by Michael Kitces on whether or not safe withdrawal rates are still relevant in today’s low rate/return environment (you will need to click on the Live Webinar Link to Access):
Mar 21
Ah Cyprus, you little island country in the Mediterranean. Why are you putting up such a fuss? Not all headlines matter to your portfolio. To give you some perspective, the GDP of Cyprus is approximately $25 Billion. The GDP of North Dakota is about $37 Billion. It is estimated that 50% of the deposits …
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