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In the early 1960's, Leon Hess wanted his company to do more than just provide gasoline to their loyal customers. He wanted to create a high-quality, affordable, and detail oriented toy for families during the holiday season; thus, he created the Hess Toy Truck. Although, the Hess Truck isn't unique...

When it comes to your personalized investment plan, having a sound investment strategy is key. There are many investment strategies to consider, all of which are dependent upon your unique financial situation, however, one common investment strategy that helps take the guesswork out of market timin...

A Roth IRA is a retirement savings vehicle that potentially allows for tax-free income in retirement. Roth IRAs can be an attractive vehicle for anyone looking to minimize their tax bill in retirement or to leave tax-free assets to their heirs. Although your contributions to a Roth IRA are not tax d...

Once you're retired and your salary has stopped, what is your plan to cover your expenses? A significant number of retirees withdraw funds from their retirement savings without a strategy. Not having a plan for how you're going to draw from your retirement savings is a major concern. Early retireme...

If you have young children and have been looking into options as to how you should go about saving for their college years, one option you may want to consider is starting a 529 plan. A 529 plan is an investment vehicle designed to help families save for their children's future college education ex...

Using your investments to generate income in a low interest rate environment can be very frustrating. With savings accounts and certificates of deposit paying near zero, it is forcing retirees to incur greater risk to earn more income. To help supplement the salary retirees used to receive, we have...

Whether you have been investing for decades, funding your child's 529 plan, or contributing to your 401K, chances are you have heard of mutual funds. Anyone can throw industry jargon at you, but my goal is to educate the folks I work with and to help them understand what they're investing in, and wh...

The Internal Revenue Service (IRS) has made plenty of headlines lately with their new provision regarding traditional IRAs. For 2015, within a twelve month period, investors will only be able to make one rollover to a traditional IRA. Many folks are interpreting this as meaning that they can only ch...

As defined-benefit plans continue to be replaced by defined-contribution plans, we are increasingly more responsible to fund our own retirements. The idea of saving is simple - make a dollar and save a dime. However, when we have a mortgage, a car payment, and other bills, we realize that saving mea...

What is worth a few minutes of your time this morning (other than this blog, of course), is this article out of Fargo, North Dakota about a group of sixth-graders that "schooled" students from some of the top colleges in the country with their investment selections. How does this happen? The answ...