December 3, 2024
Published by Brad Horn on December 3, 2024
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Download – Important Numbers 2025

2025 Important Planning Numbers Download There are lots of important numbers that we work with in financial, tax, and retirement planning.  At the same time, there are many core numbers our clients ask us about and need to keep in mind. In some cases, those numbers change each year. Other […]
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August 14, 2023
charity
Published by Brad Horn on August 14, 2023
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How to Make a Qualified Charitable Distribution (QCD) from an IRA

How to Make a Qualified Charitable Distribution from an IRA Introduction to QCDs A qualified charitable distribution (QCD) is an allocation from an individual retirement account (IRA) to a qualifying charity.  Internal Revenue Code Section 408(d)(8) contains the guidelines for doing a QCD. This article summarizes the rules in simple […]
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November 19, 2021
Financial Planning Minneapolis
Published by Brad Horn on November 19, 2021
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Important Planning Numbers 2022

2022 Important Planning Numbers Download There are lots of important planning numbers that we work with.  At the same time, there are many core numbers our clients ask us about and need to keep in mind. In some cases, those numbers change each year. Other times, the figures do not […]
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July 8, 2021
Quarterly Review Meeting
Published by Brad Horn on July 8, 2021
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Issues to Consider in a Quarterly Review Meeting

Issues to Consider in a Quarterly Review Meeting Download This checklist covers 40 of the most important planning issues to identify and consider during your quarterly review meeting.  Its structured as follows: Cash flow issues Asset and debt issues (including investments) Insurance planning issues Tax planning issues Long-term planning issues […]
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January 15, 2021
Full spectrum goals for financial planning
Published by Brad Horn on January 15, 2021
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Full Spectrum Goal Planning

Full Spectrum Goals Download Full spectrum goals cover an individual’s full, remaining life-cycle.  Periodically, it is essential that you update and prioritize your planning objectives, regardless if you are new to financial planning or not.  Goal setting is key to defining planning strategies and alternatives, curating advice and making client […]
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December 4, 2020
Client Discovery Meeting
Published by Brad Horn on December 4, 2020
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Issues to Consider in a Client Discovery Meeting

Issues to Consider in a Client Discovery Meeting Download Your initial experience with us is very important and begins with the Discovery Meeting.  The Discovery Meeting will set the stage for what you can expect from us in the future.  Our data collection and structured interview process is all about […]
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