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Year: 2016

Most Overlooked Tax Deductions

Will you leave money on the table when you do your 2016 taxes?  It’s very possible you will.  Rick did an interview with KOTA Territory’s Scott Gross yesterday on some of the most overlooked tax deductions that taxpayers often miss, according to Kiplinger....

Is Life Insurance Worthwhile?

Yes, life insurance is important—if you buy the right kind for the right reasons. An article at ValueWalk offers insights from a group of financial advisers that are worth reading before you make decisions about life insurance. Rick is one of the experts quoted in the...

106 Things We Do For Clients, No. 6

No. 6 of 106 Things We Do For Clients 6. Help organize your financial situation. How often we’ve heard clients, after going through the initial financial process, say, “This is the first time I’ve ever had all my financial information in one place.” Many...

Written Goals An Effective Planning Tool

Watch this video on YouTube Putting goals in writing is similar to eating a healthy diet or following a budget. We know from reams of research that the results are vitally important to well-being. We know that, done correctly, these actions work to produce results. We...

Income Inequality for Couples

If one spouse earns significantly more than the other, it’s important for both to understand that their value to the partnership is not measured merely by their financial contribution. This is part of Rick’s advice cited in a December 20 “Ask...