Dan Otter discusses investing in K-12 403(b)s.
Steven Fox answers questions on taxes for millennials.
Sean Mullaney and Cody Garrett answer audience questions about taxes in early retirement.
Financial planning in divorce is something most financial planners will eventually have to deal with. Fortunately, one CFP® professional gave a presentation some divorce financial planning best practices at the FPA of Minneapolis symposium. (As a side note, know that laws do vary by state.) Here are some takeaways from her talk. Use a Balance Sheet for […]