Jason Kley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Carlson Capital Management, LLC in Bloomington, MN and the surrounding communities.
Much of the personal finance industry is focused on investing, but it’s also important to know how to be a better saver and spender. For many...
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The call came while I was cooking dinner the other night – my mother had received a phone call from a woman purporting to be calling on behalf...
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A lot has been written recently about the lottery. There’s a direct correlation between articles written about the lottery and the size of the...
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Keeping score makes a lot of sense in many circumstances. You need to know who's winning if you play a card gam,e and in sports the score is...
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As we enter the final weeks of tax season, now is a great time to review your goals and look towards your retirement planning. If you are...
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We have never in our lifetimes had more financial information at our fingertips than we do today. Financial advice is dished out in 60 second...
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As more consumers turn to comprehensive wealth managers for assistance in putting together a financial plan, it is becoming increasingly...
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So how’s that money connection going in your life? As financial planners we spend a lot of time putting things together like budgets, net worth...
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To Stay or Not to Stay — That is the QuestionThe home is typically the largest marital asset. The decision to stay or not to stay in it is not...
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Part II: Basic Documents: the WillAlthough there are many complex estate planning strategies, it is often the simplest items that are...
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