Insurance protects us from a wide range of risks that accompany our day-to-day lives. Yet there’s none available specifically to protect people from one of the biggest risks there is: unforeseen financial emergencies. So when someone unexpectedly loses their job…
Archives
How Much is Too Much? Understanding How Much to Hold of Any One Investment
The emotional and financial scars left by the stock market plunge that decimated so many nest eggs during the economic turmoil of 2008-2009 may have faded, but the lessons from the Great Recession apply as much today as ever. And…
Another Great Symposium…
Another Great Symposium… 626 REGISTRANTS – Symposium Attendance Record Broken!!! Number of booth representatives – 114 Number of speakers – 33 Number of sessions – 31 Attendees earned up to 14 CE credits – CFP, MN insurance, WI insurance, CPA,…
How many bank accounts does a person need?
StarTribune.com – How many bank accounts does a person need? – Jason Kley, October 29, 2016 While opening additional credit cards or deposit accounts to receive a one-time discount or capture an attractive interest rate may make financial sense in…
It’s Been a Productive Month!
Submitted by Scott Nelson, CFA, CFP® – Professional Issues Committee Director The past few weeks have been busy for the Professional Issues Committee and the issues that we are currently highlighting. There have been some great learning opportunities on the…
Fulfilling Philanthropic, Charitable Desires, Even When Finances Are Tight
The desire to give back — to donate something of value to a favorite cause — is there, but perhaps the room in the budget to make a monetary donation isn’t. Fret not, because when your heart says “Give” but…
A Dozen Ways Financial Planning Can Benefit You — Now and in Any Stage of Life
What’s keeping you from gaining a better handle on your finances and your future? It could be a preconceived notion about financial planning. Financial planning isn’t just for the wealthy, nor is it just for people who have retirement in…
October Anniversaries – New Members
30 Years Jim Crenna, CFP® 20 Years Roger Hubley, CFP®, CLU, ChFC Lisa Nesser, CFP® Kent Schutte, CFP®, CLU, ChFC, LUTCF 15 Years Mark Brown Andy Fishman, CFP®, MBA 10 Years Jon Staebler, CLU, LUTCF 5 Years Derrick Avelar, CFP®…
Financial Education Committee works with BestPrep’s Classroom Plus
Members of the FPA Financial Education Committee worked with BestPrep in September to participate in BestPrep’s Classroom Plus program in the Chanhassen/Chaska high schools. This “Sales Demo” program provides students with increased ability to connect classroom curricula and theory with…
FPA - Connect
