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Financial Planning

Investors benefit from historic stimulus

The $2 trillion emergency spending bill passed by Congress and signed by President Trump at the end of March includes several provisions of interest to investors and retirees. Chris Evers and Patrick Weyer compiled some highlights, based on what was known at the time the bill was signed into law. To learn how any of the provisions apply to you individually, please consult with your investment advisor as well as a tax professional, if appropriate. […]



Checklist for circumstances beyond control

By Joel Dresang
It’s only human to want to do something, so here are actions I have taken, specifically on investments. […]



7 lessons from my Social Security Statement

By Joel Dresang
Each year, Social Security emails me a reminder to review my individualized online statement to check for possible errors and to consider the progress I’m making toward funding my retirement. This year, I am extra motivated to give my statement more than a casual once-over. […]



Unraveling the role of paper

By Joel Dresang
Each year, I weigh whether we’re better off staying stuck on paper or giving in to all-digital documents. […]



When should I …check my accounts?

You should keep track of the progress of your investments and also watch for unexpected changes. (As our financial lives evolve, we often wonder at what point or how frequently to take certain actions toward our long-term goals. In an ongoing feature, investment professionals from Landaas & Company provide answers.) […]



Tax changes for older workers, retirees, beneficiaries

Dave Sandstrom explains new legislation affecting older workers, retirees in their 70s and IRA beneficiaries. […]



Making the most of your giving

In a Money Talk Podcast, Bob Landaas leads a discussion about wise ways to be charitable. […]



Investing for the long run can vary

By Joel Dresang
The point of talking about the long term is to prompt us to plan, allocate and adjust so that we don’t outlive our resources. Whether we want to consume as much as we can while we’re able or to leave a legacy to our heirs, we don’t want to run out of money before we run out of time. Of course, how much time we have is both unknown and peculiar. […]



Tax updates for investors

In a MONEY TALK VIDEO, Dave Sandstrom highlights recent federal tax developments and possible consequences for investors. […]



No more Money in my mailbox

By Joel Dresang
The death of Money is another reminder of the tougher time individuals have at discerning how best to conduct their financial lives. […]



Plan affordable vacations or avoid Facebook

By Joel Dresang
Vacations seem a bigger deal now, with bigger bills. They can upset the spending plans of retirees. They can divert workers’ earnings from retirement savings. They can contribute to family debts. […]



Social Security and my future

By Joel Dresang
Only about 1 in 15 Americans has an online Social Security account and checks their benefits estimates once a year. I happen to be one of those few. Not only do I plan on Social Security being there for my wife and me when we retire, but I’m getting an idea of how much to expect and how that fits in with the rest of our plans. […]




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