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Month: August 2009

Weathering Rough Financial Seas

 I read a great article last week in the London Times. The title alone was an excellent piece of investment advice: “Waiting For Calm Seas Means Missing the Boat.” The article noted that many stock markets around the world are up 50 percent from their...

Wall Street Journal Names “Scrooge” A Book For All Seasons

Today, the Wall Street Journal’s Financial Advisor Blog named The Financial Wisdom of Ebenezer Scrooge as one of the most recommended books by financial planners, calling it a “book for all seasons.”  Kristen McNamara, who writes...

Budgeting With the 3 Bucket System

Based on my experience as a financial planner and a partner of Atkinsons Chartered Accountants, most Americans have no clue what they should be spending on their lifestyle. The problem is that most of us are not anticipating the “unexpected” expenses like...

Memory lapses or dementia?

A financial planning client of mine has started an interesting blog.  Almost everyone over 50 suffers from some type of memory loss, or at least thinks they do.  This blog addresses her journey with her spouse, who has dementia.  She...

“Inside Scoop” On Home and Auto Insurance

On August 20th, we are pleased that George Frear, of First Western Insurance in Rapid City, will give us an update on auto, homeowners, and umbrella insurance. This type of insurance, called property/casualty, is often the “ugly duckling” of the insurance...