Pie Day. 3.14 Reasons to Create a Financial Plan

Plan. Invest. Enjoy.

Photo by Lucy Heath on Unsplash

March 14. Pi Day to the math nerd’s of the world. It’s more than just a convenient way to calculate the circumference of a circle or an excuse to eat your favorite dessert. It’s also a great reminder that financial planning can help you come full circle in your financial life as well.

MoneyGuide Pro, the top rated financial planning software created by Pie Technologies, helps financial advisors like me help our clients reach their financial goals be creating a financial plan that helps them get a more clear picture of their current financial situation, define their goals, and create actionable strategies to reach their long and short-term financial goals such as paying for college or achieving financial independence.

Feel free to contact me to create your customized financial plan. I would love to show you how close you are to crossing the bridge to a confident retirement.

To learn more about PIE Tech and the wonderful people that help me help you, click on the video below:





Use This Easy Hack To Leverage Your 2017 Tax Refund


It’s March. The time of year when the early tax filers start to see their tax refunds in the mail. Marketers, sales people, car dealers and just about everyone with a product or service to sell knows this and are out to separate you from your money.

The IRS estimates that the average tax filer will receive a refund check of about $3,050. Here in MN, taxpayers can expect an average tax refund of $2,430.

That kind of money won’t change your life, but what you choose to do with it now can make a big difference over time. Rather than spending it on more stuff that you don’t need, consider leveraging your tax refund for even greater benefit in the future by using this easy hack: 

Why Financial Planning Is An Act Of Love

3 ways your financial plan says "I love you"

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According to the National Retail Federation, Americans will spend an estimated $19.6 billion on Valentine’s Day this year. With a little more than half of the American population participating in Valentine’s Day giving, that breaks down to about $143 per person.

While chocolates, candied hearts or a night out on the town can be great ways to express your love, I would argue that financial planning may be the ultimate act that says, “I love you and I care about you”.

Here’s why: 

5 Financial Planning Lessons You Can Learn From A Super Bowl Champion

Photo by John Torcasio on Unsplash

On February 4th, 2018 the Twin Cities will host the 52nd Super Bowl at US Bank Stadium. Regardless of who wins that day, there is a lot that can be learned from teams and players that are at the top of their game.

Following are 5 financial planning lessons you can learn from a Super Bowl champion. 

2018 Marks the 20th Anniversary of the Roth IRA

Photo by Anthony DELANOIX on Unsplash

This January marks the 20th anniversary of the Roth IRA. First made available to investors in January of 1998, a Roth IRA is an individual retirement account funded with after-tax dollars that provides tax-free growth and income for retirement.

Because Roth IRAs are such an important part of many people’s retirement income plan, I have decided to make 2018 The Year of The Roth.