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LETTER OF INSTRUCTION FOR ESTATE PLANNING + FREE TEMPLATES

December 4, 2020

First – The Free Downloads! Letter of Instruction for Estate Planning.docx (Free Word Doc – Editable)Executor Checklist (Free PDF) What Is a Letter of Instruction? Having an up-to-date will is an excellent step in establishing an estate plan. It provides legal protection, structure to loved ones and starts the process of dispersing property. A will distributes a …

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3 Financial Mistakes You Want To Rectify Before The New Year

November 26, 2020

The year 2020 has tested us from every aspect. Be it the financial sector, health sector, or our survival strategy; the COVID-19 has assessed us in every way. The pandemic has forced us to rethink our lifestyle. With millions of job losses and death toll, we have surrendered before the corona pandemic in 2020. But there is …

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What Happens to My 401(k) if My Employer is Sold?

November 18, 2020

In a Corporate Merger or Sale, What Happens to Your 401(k)? Corporate mergers are nerve-wracking because they introduce a lot of unknowns into your life. Immediate questions come to mind. How will it affect your position? Your salary? Will there be layoffs? After the initial shock, other questions arise. If your employer is sold, what …

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What Did The Stock Market Do Today?

November 2, 2020

MY LEAST FAVORITE QUESTION TO BE ASKED AS A FINANCIAL ADVISOR Once someone knows that I manage investments for a living it’s not long before the question comes up: “what did the stock market do today?” Sometimes I’ll pause and look at my phone to provide the answer. But the truth is usually my response …

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What Should I Do With My USAA Investment Accounts?

May 29, 2020

Who is USAA? Founded in 1922, USAA serves military members and their families. They provide insurance, banking, investments and retirement products to more than 13 million members.  Who is Charles Schwab? Founded in 1973, Charles Schwab is a financial services company focused on investment management.  Is Schwab buying USAA? No. USAA sold their investment businesses so they could focus …

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How Do I Find and Choose a Financial Advisor?

April 16, 2020

Do You Need a Financial Advisor? I believe most people can implement simple steps to improve their financial lives without the use of an advisor. Before investing in the stock and bond markets there are a few key financial to dos that should be checked off first. You may review our blog post on the …

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How Do I Start Investing?

April 15, 2020

Have You Gotten Your Financial House In Order? Before setting up an investment plan it is important to implement some key financial tasks first. Please review our blog post before beginning: Should I Start Investing Now? Decide What Type of Investment Account You Want There are a variety of types of investment accounts available depending on …

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Should I Start Investing Now?

April 14, 2020

Do These Tasks Before Investing I get a lot of calls from people looking to invest. Often I see people make the mistake of investing before their financial house is in order. For someone just starting out I recommend completing these tasks before beginning to invest. Live Within Your Means Spend less than you earn. …

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How Much Daktronics Company Stock Should I Own?

April 13, 2020

Case Study: Daktronics – Brookings, South Dakota Blog Series This blog post is one of a series of blog posts we intend to publish in the coming months. In each post we will review various publicly traded companies, both locally and nationally. This is not intended to be commentary on any particular company – rather …

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What Should I Do With My 401k Right Now?

March 31, 2020

Managing Retirement Accounts in Uncertain Times COVID-19 has upended our way of life. In addition to the enormous toll it has taken on people’s lives and health, it affects those planning for retirement as well. Following are some tips on how to manage your retirement plans in the wake of this market turmoil. Everybody Should …

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