Make the Tax Code Work for You

By Keith Borgfeldt – This month, over 150 million taxpayers are dutifully filing their federal income tax returns. And all of them are making decisions about deductions and credits – whether they know it or not. When you take the time to learn more about how it works, you may be able to put the tax...

How Will Health Care Affect My Retirement?

By Keith Borgfeldt – American workers are split about 50/50 when asked if they are confident they will have enough money to pay for medical expenses in retirement. In a 2015 survey, 42% of all workers reported they were “not too” or “not at all” confident they would have enough money to pay for...

Put It in a Letter

By Keith Borgfeldt – Actor Lee Marvin once said, “As soon as people see my face on a movie screen, they know two things: first, I’m not going to get the girl, and second, I’ll get a cheap funeral before the picture is over.” Most people don’t spend too much time thinking about their own...

Getting a Head Start on College Savings

By Keith Borgfeldt – The United States Department of Agriculture estimates a middle-income family with a child born in 2015 can expect to spend about $275,000 to raise that child to the age of 17. That is roughly equal to the median value of a new home in the U.S. And if you have already traded that...

The Benchmark Game

Presented by the Hardee Investment Group and RBC Wealth Management – I’ve heard it all too often: “The market is up, but I’m not up as much. Why?” Well, let’s think about it for just a moment. The market is 100 percent invested, all of the time. You most likely weren’t or aren’t. The...

Interest Rates Rising?

Presented by the Hardee Investment Group and RBC Wealth Management – It seems that all we’ve been hearing for the last two years is that the Federal Reserve is going to raise rates. It reminds me of the story of the little boy who cried, “Wolf!” Well, the wolf may really be here. What does this...

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