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Blog

Technology Tools
Are You Using All of Our Technology Tools?
As part of our onboarding process, we make sure that our new clients get access to our technology tools. We
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What Nate and Clint
What Nate and Clint Learned in Orlando
This past week, Nate and Clint went to the annual TD Ameritrade conference, called LINC 2020, held in Orlando, FL.
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Be Wary Of The Celebrity Advisor
Be Wary Of The Celebrity Advisor
I realize it’s a little crazy to think about people who obsess over markets and math as celebrities, but that
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2019 Tax Forms
When Will I Get My 2019 Tax Forms?
It’s that time of year when the question arises, as it always does: “when will I get my 1099 tax
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The Will To Retire
Do You Have The Will To Retire?
I’ve had discussions with many clients about what their retirement looks like. Some of these clients are very much on
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Mortgage Refinance Triggers
Mortgage Refinance Triggers
"As a former real estate agent and mortgage loan officer, I’m familiar with the garden variety rules of thumb regarding
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New Years Resolutions
A New Look at New Year’s Resolutions
My challenge to you is to set a 2020 goal and map out the monthly results. This gives us a
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SECURE Reprise
SECURE Reprise
As part of the budget process, it sounds like there may be pretty important changes coming to retirement accounts as
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The Advisor/Client Relationship
Unrealized Expectations: The Advisor/Client Relationship
Sometimes there are moments in a prospective financial advisory relationship that can be troublesome. Here are a few common areas
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Lose $200k
Are You Ready to Lose $200k?
As we generally see market timing as futile, we have to spend some time looking at the reality of the
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Holiday Gift Ideas
3 Holiday Dane County Gift Ideas
For the past few years, our family has increasingly focused on giving experiences rather than gifts for Christmas. Here are
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“Hard Assets” and Your Financial Plan
“Hard Assets” and Your Financial Plan
“Hard Assets” are tangible items of value that are important items that should be catalogued on a balance sheet and
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