Bridget Handke, CFP®, CAP®
Jul 10, 2019 7:00:00 AM

Whether it's bundling your donations in one year rather than over two, or figuring out the right year to start making major donations, there are some...

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Damian Winther, CFP®
Jun 12, 2019 7:07:00 AM

Regardless of your wealth, the April 15th tax filing deadline was likely a major thorn in your side, it may have lead to stress, lack of sleep and...

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RACHEL INFANTE, CFP®
May 29, 2019 10:28:37 AM

Retirement can be an exciting phase to plan for, but the age in which you retire may have a significant impact on your cash flow boiling down to one...

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Bridget Handke, CFP®, CAP®
Mar 6, 2019 11:20:53 AM

During our record breaking cold snap in Minnesota, I saw many friends posting about Marie Kondo-ing their house. Schools were closed and it was...

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Damian Winther, CFP®
Oct 31, 2018 11:49:50 AM

You’ve saved your whole career, your kids are launched, and perhaps your mortgage is paid off. Now you’re starting to feel like it’s time to begin...

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Bridget Handke, CFP®, CAP®
Aug 15, 2018 1:53:29 PM

They say it's better to give than to receive. When it comes to gifting money, you likely want to make sure your assets go to the people and causes...

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