I hate admitting when I’m lost. On June 13, 2014, six hardworking guys put our seventeen-foot canoes into the chilly waters of Basswood Lake for five days of restoration, exploration, and memory-making, but our trip didn’t start out exactly as we planned. Basswood Lake is in heart of the Boundary Waters Canoe Area (BWCA), a […]
Category Archives: Financial Planning
02
May
May
“Where is our money going?? How is it possible that I’m a financial planner, I can make a good living, and I still feel completely stressed out about money?” Almost exactly 10 years ago, I realized that I didn’t have a good handle on my family’s cash flow management. The realization was hard to admit; […]
21
Nov
Nov
A Roth IRA is a tax-advantaged investment vehicle for retirement savings, much like a 401(k) or a traditional IRA, with the notable difference being that one contributes after-tax dollars to this type of account, rather than contributing pre-tax dollars like one does in a traditional 401(k) or IRA. The Roth IRA was designed by Congress […]