Posts by Mike Eklund

The Tooth Fairy is Rich!

What do you think is the average amount left by the tooth fairy? It’s a great time to be a kid with a loose tooth, because the answer is $3.70,…

Why you need a Financial Plan

Click to enlarge, or view the survey Do you ever ask yourself, “At what age can I retire?” Or, “Am I saving enough to help pay for my child’s college…

What are Healthcare Savings Accounts?

With the Affordable Care Act (“Obamacare”) becoming law in 2014 it is expected Healthcare Savings Accounts (HSAs) will get more attention. An overview of HSAs are detailed below in the…

New Healthcare Exchanges

Do you buy health insurance on your own?  One important piece of the Affordable Care Act (“Obamacare”) is the insurance exchanges.  If you get your health insurance through your employer…

Buy High, Sell Low

Warran Buffett once said, “the investor of today does not profit from yesterday’s growth.”  This is never more evident than with individual investor performance in mutual funds. Morningstar, the mutual…
10-Year Treasury Yield

When Will Interest Rates Rise?

Source: http://www.econ.yale.edu/~shiller/data.htm That is a question asked by many investors today. One way to analyze this question is look at previous situations in US history when bond yields reached levels…

College Planning

Are you trying to save for a child going to college?  If so, keep in mind the cost of college continues to increase faster than inflation with the largest increases…

Do you know the right questions to ask when you sit down with a financial planner?

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we’re asked on a regular basis.

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