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Financial Planning

Providing for your digital survivors

By Joel Dresang
I don’t want to leave a lot of connections dangling after I’m gone. My legacy shouldn’t include loose ends. […]



Retirement gifts: A matter of timing

By Joel Dresang
A former co-worker informed me of a gathering at a bar for our old boss, who’s taking a company buyout. That got me thinking about retirement gifts.
As more of my cohort reach retirement age, I wonder how to send them off. How will our retirements be different from those of our parents or older siblings? […]



Counting steps vs. watching portfolio

By Joel Dresang
As investors, we’re always hearing about buying low and selling high, not putting all our eggs in one basket, making a plan and sticking to it. Apparently, there’s something to be said too for the warning, “Don’t look down,” which individuals are advised when they find themselves atop a lofty perch and an unfamiliar perspective could panic them into a costly misstep. […]



Considering the value of Forever

By Joel Dresang
I’m waiting my turn to purchase Forever stamps. First-Class postage for a 1-ounce letter rises to 55 cents per stamp beginning Jan. 27, a price increase of a nickel apiece or 10%. Then I consider the value of the stamps and how value often is an overlooked part of investing. […]



Wishes for sharing, safekeeping

By Joel Dresang
One of the lessons I learned from my brother who died unexpectedly in March was to do what we can to ease the hassles of our survivors. […]



A testament to update before you’re late

By Joel Dresang
Common wisdom and my family’s experiences suggest you want an estate plan to ease survival much for loved ones. […]



Year-end peek ahead at taxes

With widespread changes in federal income taxes in 2018, investors should consider what to expect when they file their tax returns. Dave Sandstrom explains in a MONEY TALK VIDEO. […]



Where I’ve been since the financial crisis

By Joel Dresang
Ten years later, I don’t remember feeling desperate. But in a recent survey, 79% of Americans said they suffered setbacks from the financial crisis: 55% said that 10 years later, their finances still have not recovered. Looking back, I notice several factors that cushioned my family and me from the crisis. […]



ABLE to save more for special needs

In a MONEY TALK VIDEO, Lisa Lewitzke explains updates to a savings plan for individuals with special needs. […]



Where to retire: A flight of fancy

By Joel Dresang
Of course, affordability is key. As we get closer to retirement, Mary and I will have to compare what we currently spend on housing with how much we can manage on a retirement budget. Then we can determine how many places we’ll have, whether we’ll own or rent and where we’ll call home. […]



Retiring debt in time for retirement

Dave Sandstrom explains why investors should consider how the costs of debt weigh into their retirement plans. […]



Bigger bang from charitable distributions

Tax law changes have increased the potential benefit from being charitable with retirement accounts. Art Rothschild explains in a MONEY TALK VIDEO. […]




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