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How we can get in the giving spirit

Many of us are looking for ways to give back this time of year. Financial professional Skip Johnson shared how we can get in the giving spirit with FOX9.

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How to start 2019 on a financial high note

The new year is almost here! Before the ball drops, financial professional Justin Halverson talked with KARE11 about 5 things we can do financially before the clock strike midnight on New Year’s Eve.

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Running out of money is a large concern in retirement

It’s time for a reality check on your retirement plans! Financial professional Skip Johnson talked with FOX9 about how to make your money last throughout retirement.

More

Why Your Spending In Retirement May Actually Increase

“Now that you have more time you may be pursuing those dreams of traveling or fixing up the house and checking off similar items on your list.” - Justin Halverson Here are a few strategies to consider for controlling your budget.

More

Getting to Know Tax-Advantaged Savings Accounts

“An HSA can be a great way to save more — tax free — for retirement” - Elijah Kovar Check out Elijah Kovar's interview with Synchrony Bank as he shares his insights on the upsides of tax-advantaged savings accounts.

More

How to Plan for Retirement When You Don't Have a 401(k)

Here are four steps to consider when you start to plan for retirement and don't have a workplace retirement plan.

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4 financial lessons to be thankful for

What are you most grateful for? Financial professional Barry Bigelow talked with WDIO about four financial lessons we can be thankful for.

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Dow Drops

You might have noticed one of our partners, Justin Halverson, on the ten o'clock news last night talking about the Dow plunging more than 600 points. Didn't see it? Check out his WCCO-TV | CBS Minnesota appearance below!

More

Health Savings Accounts

Open enrollment season isn’t just about doctors and deductibles; financial professional Skip Johnson talked with FOX9 about how your healthcare plan can help you save for the future!

More

What the Longest Bull Market Means for Retirees

A change in the market could severely impact your savings if you are nearing retirement. Elijah Kovar shares his insights on the tips to follow in order to stay prepared for this occurrence.

More

4 financial lessons we can be thankful for

What are you most grateful for? Financial professional Justin Halverson talked with KARE11 about four financial lessons we can be thankful for.

More

How to use your health savings account to its full potential

Open enrollment season isn’t just about doctors and deductibles; financial professional Elijah Kovar talked with KSTP about how your healthcare plan can help you save for the future!

More

How to trick ourselves into saving for the future

Saving can be a struggle. If you need help figuring out the tricks to get on track, check out financial professional Barry Bigelow's interview on FOX21. He talked about unique ways you can trick yourself into saving.

More

How the election results could impact your finances

Past midterm elections have caused turbulence on Wall Street. As election night approaches financial professional Justin Halverson stopped by KARE11 to explain how the results could impact your finances and what you can do to protect your future.

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Retirement Confidence: Elijah Kovar

How confident are you in your financial future? The 2017 EBRI Retirement Confidence Survey found just 4 in 10 U.S. workers have tried to figure out how much money they will need in retirement...

More

4 Surprising Retirement Stats

Financial professional Justin Halverson shares the 4 retirement surprising retirement stats and how you can protect yourself from becoming a statistic with Todd Rooker on Cover Your Assets radio.

More

How to retire early – very early

Retiring comfortably in your 60's or 70's can be a difficult task. Financial professional Nick Foulks gave his insights to CNBC on how to make this process more attainable.

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Lottery Fever

Lottery winners face some big decisions after hitting the jackpot. Financial professional Nick Foulks talked with WCCO-TV about the first steps to take, including setting a budget.

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Financial Memes

Financial professional Skip Johnson talked with FOX 9 about important financial lessons we can all learn from memes.

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Medicare Open Enrollment

Medicare Open Enrollment is underway and financial professional Justin Halverson talked with KARE 11 about Medicare basics and what’s new for 2019!

More

Four haunting financial habits

The scariest thing you see this Halloween might not be a ghost or a goblin! Local financial professional Skip Johnson stopped by FOX9 to share four haunting financial habits and tricks to get back on track.

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Four haunting financial habits

The scariest thing you see this Halloween might not be a ghost or a goblin! Local financial professional Skip Johnson stopped by FOX9 to share four haunting financial habits and tricks to get back on track.

More

4 money moves to make before the year-end

Fall is when we can carve out time to plan for the future and rake in our finances. Financial professional Elijah Kovar talked with KARE11 about the four money moves we should make before the end of the year!

More

Social Security Benefits Increase

Social Security benefits will be going up in 2019. Financial professional Skip Johnson talked with FOX 9 about what the increase means for millions and ways to maximize benefits.

More

10 ways to make up for a late start on retirement savings

Financial Professional Barry Bigelow shares his insights on the ways to make up for a late a late start on retirement savings.

More

How to make the most of your money

The Federal Reserve is raising interest rates again. What does it mean for your money? Financial professional Justin Halverson talked with KARE11.

More

Tips to help workers one day leave the workforce

Many of us have a countdown to retirement, but 68% of US workers expect they will keep working in retirement! Financial professional Skip Johnson stopped by FOX9 to share tips to help retirees enjoy their “golden years” without all the work.

More

Women & Financial Stress

According to a recent study, women are more likely than men to worry about running out of money. Financial professional Elijah Kovar talked with KARE11 about how to get our finances in order to minimize stress.

More

5 myths surrounding IRAs

When saving for retirement, what you don’t know can cost you! Especially when it comes to where you save your money. Have you been neglecting the IRA? Justin Halverson stopped by KARE11 to clear up 5 myths surrounding this retirement savings account.

More

3 tips to help you plan for retirement

Planning for retirement used to be fairly predictable - Just ask your grandparents! That’s not the case anymore. Financial professional Nick Foulks stopped by Fox 9 to share three money problems we are facing today and tips to get ahead.

More

Tips to save on your back-to-school buys

Take the stress out of budgeting for back to school! Financial professional Barry Bigelow talked with FOX21 about setting a plan for this busy shopping season.

More

Financial Cramming for College

High school grads are ready to fly the nest, but there are a couple more classes they need before they can take flight! Financial professional Skip Johnson talked with FOX9 about 3 money lessons your soon-to-be scholar should know before move-in day.

More

Great Waters Retirement Radio | August 4, 2018

Nick Foulks joins Todd Rooker to discuss the importance of having a plan in place for retirement.

More

Make-A-Will Month

When it comes to writing a will, we use every excuse in the book to put it off. Financial professional Justin Halverson talked with KARE 11 about putting an end to those excuses, and the steps to get started writing a will.

More

5 tips to balance kids' activities and parents' retirement dreams

Families are stretching their budgets for youth sports without realizing the strain it’s putting on their retirement. Financial professional Skip Johnson stopped by FOX9 to share 5 tips to balance kids’ athletic teams and parents’ retirement dreams.

More

How Do 401(k) Loans Work?

"While you don't need to repay the money, it will be treated as income, so you'll pay income taxes on the withdrawal". -Elijah Kovar Check out Elijah's interview with US News about how 401(k) loans work.

More

4 tips to help you reach your savings goal

More and more people have hit the $1 million milestone in their 401(k)s. Financial professional Nick Foulks stopped by FOX9 to share four tips to help you hit the millionaire mark.

More

An estate plan: It's not only for you

It's essential that we prepare for the unexpected in our lives. Having an estate plan will ensure that your family will be provided for and they will know how you want your assets to be handled. Read below for the key parts to an estate plan.

More

Ongoing Market Volatility

With the ongoing marketing volatility in 2018, many investors are feeling unsure about their future plan. Check out Barry Bigelow on FOX 21 for tips on how to keep your finances on track.

More

4 Signs You've Outgrown Your Investment Advisor

"If your circumstances have changed to where you need more than just investment advice, it's time to switch." - Barry Bigelow Check out Barry's interview with US News for the signs that indicate you have outgrown your financial advisor.

More

College is expensive and it isn't getting any cheaper

Paying for college is expensive and it's not getting any cheaper. On July 1st interest rates on federal student loans went up. Financial Professional, Skip Johnson, joins Fox9 to ease the burden of borrowing.

More

Interest rates on federal student loans are going up!

Interest rates on federal student loans for the 2018-2019 academic year are going up! Financial professional Nick Foulks talked with KSTP about what borrowers should know before even taking out a student loan.

More

How to cope with ongoing market volatility

Ongoing market volatility is the new reality in 2018. Are you having trouble coping with it? Check out Skip’s latest FOX9 appearance to learn how to create a long-term plan that can provide peace of mind.

More

Four financial ‘Acts of Mutuality’

Acts of mutuality are embedded in our daily decisions in order to protect the people we care about. Justin Halverson shares his insights on how to maintain an effective financial plan so that you leave behind an organized legacy for your heirs.

More

Rich people in high-tax states are using this strategy to evade SALT caps

Many residents have been getting strategic when it comes to avoiding the cap on state and local tax deductions. Check out Elijah Kovar's interview with FOX Business as he talks strategy on how to get around the SALT cap.

More

Mid-Year Review

We are now mid-way through the year and it’s time to see if your financial goals are matching up with your current lifestyle. Check out Justin’s recent KARE11 appearance for a 5-point check list for your mid-year financial review.

More

Retirement Planning vs. Vacation Planning

Creating a retirement plan takes just as much, if not more time than your annual summer vacations. Check out Barry's FOX21 appearance for tips to help create a long-term retirement plan.

More

Planning for the Ultimate Vacation

How much time do you spend planning your ultimate vacation: retirement? Take a look at Skip’s recent FOX9 appearance to learn how to create a financial plan that can lead you through retirement.

More

Five LGBTQ home ownership tips

The legalization of same-sex marriage has empowered many couples to tie the knot. These couples now have the protection they need to combine their assets and purchase a home. Here are a few tips to consider when thinking about home ownership.

More

How the TCJA has impacted retirement planning

How does tax reform impact your retirement plans? Check out Elijah’s recent KARE11 appearance for insight on the top ways the TCJA has impacted retirement planning.

More

Here's the Easiest Way to Catch Up on Retirement Savings

If you are able to work a bit longer and delay retirement by a few months this can help grow your retirement savings. The longer you delay tapping into your benefits the higher the payouts can be.

More

How to Keep Your Grown Children From Endangering Your Retirement

"People might be less likely to repay family members than they are a bank."-Elijah Kovar. There are many ways to help structure this type of agreement if you are wanting to help someone or even how to avoid this situation to save relationships.

More

Mortgage in retirement?

An important financial decision to consider at this stage of life is whether you should pay off your mortgage before you retire. Surprisingly, there isn't a one-size-fits-all answer. Here are a few factors to consider before you make this decision.

More

When You Decide Your Retirement Is a Mistake

Some might realize that they retired too early or that they are having a hard time staying busy. Skip Johnson was interviewed by US News on how he has helped retirees navigate this situation.

More

Ways to cash in on your home equity and the tax implications of doing so

When should you tap into your home equity? With changes to the tax law only certain things are eligible for deductions. Skip Johnson shared his insight into this topic when interviewed by The Washington Post.

More

Spousal IRAs: Double Savings for Single-Income Couples

Spouses who don’t work for pay can contribute to an IRA if they file taxes jointly with a spouse who does. That means a married couple can enjoy double the tax-deferred savings. Elijah Kovar shares the benefits and guidelines of a Spousal IRA.

More

Cryptocurrency 101

Bitcoin and other cryptocurrencies are the new kids on the block in the investment word but there is a lot of misinformation out there. Check out Skip’s latest FOX9 appearance to learn the basics of cryptocurrencies.

More

How Millennials Can Prepare to Enter the Real World

With graduation season upon us, how can college grads prepare to enter the workforce on the right financial foot? Barry Bigelow joins FOX21 with some advice.

More

Loving and Marriage: When Two Bank Accounts Become One

One of the toughest hurdles in marriage can be getting on the same financial page. Just in time for wedding season, Justin Halverson joins KARE11 to discuss how newlyweds can start of on the right financial foot.

More

College Grad: Time to Fund Your Future

Many recent college grads are entering the workforce, but are they prepared to properly manage their finances? Skip Johnson joins FOX9 with some tips both college grads and their parents so that millennials can start on the right financial foot.

More

Financial Literacy Month

April is Financial Literacy Month — how knowledgeable are you about your finances? Check out Skip Johnson’s latest FOX9 appearance to tips on how to improve your financial situation, regardless of your age.

More

Gig Your Way to Retirement

Many Americas are turning toward “gigging” or freelancing for income but how can you still save for the future when your job doesn’t provide a 401(k) plan? Skip Johnson joins FOX9 with 5 tips to help freelance workers save for retirement.

More

Make the Most of Your Return

Tax season is upon us and many are scrambling to file their tax returns. But before you rush to send in your return – make sure you take advantage of all the deductions available to you.

More

Interest rates on federal student loans are going up!

Interest rates on federal student loans for the 2018-2019 academic year are going up! Financial professional Nick Foulks talked with KSTP about what borrowers should know before even taking out a student loan.

More

How to cope with ongoing market volatility

Ongoing market volatility is the new reality in 2018. Are you having trouble coping with it? Check out Skip’s latest FOX9 appearance to learn how to create a long-term plan that can provide peace of mind.

More

Four financial ‘Acts of Mutuality’

Acts of mutuality are embedded in our daily decisions in order to protect the people we care about. Justin Halverson shares his insights on how to maintain an effective financial plan so that you leave behind an organized legacy for your heirs.

More

Rich people in high-tax states are using this strategy to evade SALT caps

Many residents have been getting strategic when it comes to avoiding the cap on state and local tax deductions. Check out Elijah Kovar's interview with FOX Business as he talks strategy on how to get around the SALT cap.

More

Mid-Year Review

We are now mid-way through the year and it’s time to see if your financial goals are matching up with your current lifestyle. Check out Justin’s recent KARE11 appearance for a 5-point check list for your mid-year financial review.

More

Retirement Planning vs. Vacation Planning

Creating a retirement plan takes just as much, if not more time than your annual summer vacations. Check out Barry's FOX21 appearance for tips to help create a long-term retirement plan.

More

Planning for the Ultimate Vacation

How much time do you spend planning your ultimate vacation: retirement? Take a look at Skip’s recent FOX9 appearance to learn how to create a financial plan that can lead you through retirement.

More

Five LGBTQ home ownership tips

The legalization of same-sex marriage has empowered many couples to tie the knot. These couples now have the protection they need to combine their assets and purchase a home. Here are a few tips to consider when thinking about home ownership.

More

How the TCJA has impacted retirement planning

How does tax reform impact your retirement plans? Check out Elijah’s recent KARE11 appearance for insight on the top ways the TCJA has impacted retirement planning.

More

Here's the Easiest Way to Catch Up on Retirement Savings

If you are able to work a bit longer and delay retirement by a few months this can help grow your retirement savings. The longer you delay tapping into your benefits the higher the payouts can be.

More

How to Keep Your Grown Children From Endangering Your Retirement

"People might be less likely to repay family members than they are a bank."-Elijah Kovar. There are many ways to help structure this type of agreement if you are wanting to help someone or even how to avoid this situation to save relationships.

More

Mortgage in retirement?

An important financial decision to consider at this stage of life is whether you should pay off your mortgage before you retire. Surprisingly, there isn't a one-size-fits-all answer. Here are a few factors to consider before you make this decision.

More

When You Decide Your Retirement Is a Mistake

Some might realize that they retired too early or that they are having a hard time staying busy. Skip Johnson was interviewed by US News on how he has helped retirees navigate this situation.

More

Ways to cash in on your home equity and the tax implications of doing so

When should you tap into your home equity? With changes to the tax law only certain things are eligible for deductions. Skip Johnson shared his insight into this topic when interviewed by The Washington Post.

More

Spousal IRAs: Double Savings for Single-Income Couples

Spouses who don’t work for pay can contribute to an IRA if they file taxes jointly with a spouse who does. That means a married couple can enjoy double the tax-deferred savings. Elijah Kovar shares the benefits and guidelines of a Spousal IRA.

More

Cryptocurrency 101

Bitcoin and other cryptocurrencies are the new kids on the block in the investment word but there is a lot of misinformation out there. Check out Skip’s latest FOX9 appearance to learn the basics of cryptocurrencies.

More

How Millennials Can Prepare to Enter the Real World

With graduation season upon us, how can college grads prepare to enter the workforce on the right financial foot? Barry Bigelow joins FOX21 with some advice.

More

Loving and Marriage: When Two Bank Accounts Become One

One of the toughest hurdles in marriage can be getting on the same financial page. Just in time for wedding season, Justin Halverson joins KARE11 to discuss how newlyweds can start of on the right financial foot.

More

College Grad: Time to Fund Your Future

Many recent college grads are entering the workforce, but are they prepared to properly manage their finances? Skip Johnson joins FOX9 with some tips both college grads and their parents so that millennials can start on the right financial foot.

More

Financial Literacy Month

April is Financial Literacy Month — how knowledgeable are you about your finances? Check out Skip Johnson’s latest FOX9 appearance to tips on how to improve your financial situation, regardless of your age.

More

Gig Your Way to Retirement

Many Americas are turning toward “gigging” or freelancing for income but how can you still save for the future when your job doesn’t provide a 401(k) plan? Skip Johnson joins FOX9 with 5 tips to help freelance workers save for retirement.

More

Make the Most of Your Return

Tax season is upon us and many are scrambling to file their tax returns. But before you rush to send in your return – make sure you take advantage of all the deductions available to you.

More

Retiring in 12 months or less? What to do!

Retiring in the next 12 months? Justin Halverson and other financial professionals were interviewed about that important final home stretch.

More

The Cost of Healthcare

Did you know two of the biggest threats to your retirement savings are rising health costs and the potential of facing a catastrophic illness? Check out Skip’s latest FOX9 appearance to learn how to prepare for future health care costs.

More

Traveling in Retirement

You’ve established that you want to travel, but what will that travel look like? Do you want to backpack through Europe and camp out under the stars, or do you want to take an extended luxury cruise around the Mediterranean?

More

6 Money Management Mistakes Millennials Often Make

Finance professionals say millennials are navigating many of the same issues as older generations.

More

How to Keep Calm in a Long-Running Bull Market

Recent market volatility may have you feeling a sense of déjà vu as the level of uncertainty surrounding the current U.S. stock market is reminiscent of the emotions many felt in late 2008.

More

Stocks, taxes and profits: What you need to know

"As investors assess portfolio gains accrued over the past few years of this extended bull market, they may want to take note of how the new tax laws can impact future profits."

More

How to Prepare for Tax Season

Have you received your W-2 but you’re not sure how best to prepare for tax season? Skip Johnson joins FOX9 with tips on how to properly prepare now so that you’re tax reason runs smoothly.

More

These Catch-Ups Could Save the Unprepared Retiree’s Golden Years

Taking a step back, evaluating the situation, and re-approaching from a holistic perspective could save a person’s golden years.

More

How to Solidify Your Retirement Fund

This is where understanding your projected Social Security benefits, retirement income and savings needs becomes paramount.

More

Make a resolution to improve your financial habits

The New Year is a time to celebrate. For many of us, it can also be a time to start over, reevaluate and overhaul life for the better.

More

New Year, New Tax Laws

Do the new tax laws have you confused? If you’re wondering how the new policies might impact your bottom line this year, check out Justin’s recent KARE11 appearance.

More

Retirement Planning Tips for Every Age

Skip joins KTIS Community Spotlight to talk about retirement tips throughout all ages.

More

Trump’s tax reform could dent the golf industry

The legislation eliminates a tax break that has allowed businesses to deduct up to 50% of entertainment, amusement or recreation expenses incurred as a result of genuine business-related activities.

More

Financial Resolutions for 2018

Happy New Year! Ring in 2018 the right way by making some financial resolutions. Check out Nick Foulk’s recent FOX9 appearance to find out what goals you can set to have a financially successful year!

More

It’s not too late to fix the financial mistakes!

These are 4 great ways to help you get back on track with your financial plan before the end of the year comes.

More

One unexpected problem with retirement savings

Americans need to save more for their futures, but what happens when they finally do?

More

Giving Tuesday and the Charitable Season

After Black Friday Comes Cyber Monday -- and it doesn’t end there. The Tuesday after Thanksgiving is known as Charitable Tuesday, a day dedicated to giving back rather than consuming. So with the charitable season in full swing...

More

Long Term Care

Justin Halverson joins Todd Rooker on Cover Your assets to talk about Long Term Care during LTC Awareness month!

More

Tips to Navigating Open Enrollment Season

Wednesday (11/01) marked the first day of Open Enrollment season, a yearly period where people can enroll in health insurance plans. Many Americans have questions as to whether or not they need to update their healthcare plan.

More

90% of Workers Could Botch their Benefit Picks

Less than 10 percent of employees update their workplace benefits during annual open enrollment.

More

Face Your Financial Fears

Afraid of running out of money in retirement? Worried about funding your kid’s college education? Concerned about rising health care costs? Justin, co-founder of Great Waters Financial, joins KARE11...

More

Controlled Spending: Elijah Kovar | 1500 ESPN

Elijah is in with Todd Rooker from Cover Your Assets to talk about creating a budget with controlled spending plan that will allow you to retire when you want on your.

More

Don’t Worry, There’s Still Time to Undo the Money Mistakes You Made This Year

"Three-quarters of the way into 2017, our New Year’s resolutions are probably a distant memory. Even with the best intentions to stick to that budget this year..."

More

What is your strategy?

Options that help maximize your Social Security payout.

More

How technology can make or break your budget

Smart phones have made our lives easier, providing us with a device that not only allows us to easily communicate with our friends and family but also access to the internet and an endless amount of apps.

More

Changing Financial Seasons

Friday, September 22nd marked the first official day of fall. As we transition into a new season, one local financial advisor says this serves as a great reminder that our financial plans...

More

Soft Skills Can Make Hard Conversations Much Easier

You can't create a relationship with a computer screen. Read more of what Justin Halverson has to say about the benefits about partnering with an advisor.

More

Financial Seasons of Your Life

Friday (September 8th, 2017) marked the first official day of Fall. As we transition into a new season, one local financial advisor says this serves as a great reminder that our financial plans...

More

Does your financial plan need an audible?

Does your financial plan need an audible? With the start of the 2017 NFL season, football is officially here. As the quarterback of your house – are you making the right calls when it comes to your finances? If you’re going down the wrong path...

More

Taxes & Retirement: Skip Johnson | 1500 ESPN

Skip Johnson and Todd are joined by our tax expert, Arlyce Cleveland, to discuss retirement.

More

Financial Independence: Elijah Kovar | 1500 ESPN

Elijah Kovar joins Todd again to discuss when the right time is to start thinking about retirement.

More

Back to School is Around the Corner

With another school year in full swing, you may be thinking “I can’t believe how fast my kids are growing up!” Unfortunately, time flies when you’re raising a family and before you know it, your children are heading off to college.

More

There's more to the job of executor than you think

"As long as the executor knows where the list is, they don't have to go searching for anything," said Elijah Kovar.

More

Making Retirement Lemonade from Health Insurance Lemons

Skip Johnson was interviewed in regards to health insurance lemons.

More

Don’t Let Your Adult Children Ruin Your Retirement

A recent Merrill Lynch retirement study found that parents who are in retirement give their adult children $6,800 a year on average so they can live more comfortably.

More

Social Security Anniversary

This month marks 82 years since Social Security was first introduced to Americans by President Franklin D. Roosevelt. While the program has played a crucial role in providing a financial safety net for many Americans...

More

August Marks the 82nd Anniversary of Social Security

Social Security is a vital part of many people’s retirement plan, and, while the government program has been chugging along since 1935, more and more older Americans are worried about its future, when to start taking the benefit...

More

Healthy aging & your retirement success

A recent study conducted by the Transamerica Center for Retirement studies found that 82% of workers and retirees globally say their health in old age is a concern. But there is a major disconnect between their concerns about future health...

More

Planning the Ultimate Vacation

Summer is in full gear and for many, that means traveling the country and taking some much-needed time off. But if you’re like many Americans, there’s a good chance you’ve spent more time planning this summer’s getaway than you have planning...

More

Healthy aging & your retirement success

Healthy aging & your retirement success - A recent study conducted by the Transamerica Center for Retirement studies found that 82% of workers and retirees globally say their health in old age is a concern.

More

How technology can make or break your budget

Smart phones have made our lives easier, providing us with a device that not only allows us to easily communicate with our friends and family but also access to the internet and an endless amount of...

More

Gig Your Way to Retirement

Many Americas are turning toward “gigging” or freelancing for income but how can you still save for the future when your job doesn’t provide a 401(k) plan? Skip Johnson joins FOX9 with 5 tips to help freelance workers save for retirement.

More

Make the Most of Your Return

Tax season is upon us and many are scrambling to file their tax returns. But before you rush to send in your return – make sure you take advantage of all the deductions available to you.

More

Retiring in 12 months or less? What to do!

Retiring in the next 12 months? Justin Halverson and other financial professionals were interviewed about that important final home stretch.

More

The Cost of Healthcare

Did you know two of the biggest threats to your retirement savings are rising health costs and the potential of facing a catastrophic illness? Check out Skip’s latest FOX9 appearance to learn how to prepare for future health care costs.

More

Traveling in Retirement

You’ve established that you want to travel, but what will that travel look like? Do you want to backpack through Europe and camp out under the stars, or do you want to take an extended luxury cruise around the Mediterranean?

More

6 Money Management Mistakes Millennials Often Make

Finance professionals say millennials are navigating many of the same issues as older generations.

More

How to Keep Calm in a Long-Running Bull Market

Recent market volatility may have you feeling a sense of déjà vu as the level of uncertainty surrounding the current U.S. stock market is reminiscent of the emotions many felt in late 2008.

More

Stocks, taxes and profits: What you need to know

"As investors assess portfolio gains accrued over the past few years of this extended bull market, they may want to take note of how the new tax laws can impact future profits."

More

How to Prepare for Tax Season

Have you received your W-2 but you’re not sure how best to prepare for tax season? Skip Johnson joins FOX9 with tips on how to properly prepare now so that you’re tax reason runs smoothly.

More

These Catch-Ups Could Save the Unprepared Retiree’s Golden Years

Taking a step back, evaluating the situation, and re-approaching from a holistic perspective could save a person’s golden years.

More

How to Solidify Your Retirement Fund

This is where understanding your projected Social Security benefits, retirement income and savings needs becomes paramount.

More

Make a resolution to improve your financial habits

The New Year is a time to celebrate. For many of us, it can also be a time to start over, reevaluate and overhaul life for the better.

More

New Year, New Tax Laws

Do the new tax laws have you confused? If you’re wondering how the new policies might impact your bottom line this year, check out Justin’s recent KARE11 appearance.

More

Retirement Planning Tips for Every Age

Skip joins KTIS Community Spotlight to talk about retirement tips throughout all ages.

More

Trump’s tax reform could dent the golf industry

The legislation eliminates a tax break that has allowed businesses to deduct up to 50% of entertainment, amusement or recreation expenses incurred as a result of genuine business-related activities.

More

Financial Resolutions for 2018

Happy New Year! Ring in 2018 the right way by making some financial resolutions. Check out Nick Foulk’s recent FOX9 appearance to find out what goals you can set to have a financially successful year!

More

It’s not too late to fix the financial mistakes!

These are 4 great ways to help you get back on track with your financial plan before the end of the year comes.

More

One unexpected problem with retirement savings

Americans need to save more for their futures, but what happens when they finally do?

More

Giving Tuesday and the Charitable Season

After Black Friday Comes Cyber Monday -- and it doesn’t end there. The Tuesday after Thanksgiving is known as Charitable Tuesday, a day dedicated to giving back rather than consuming. So with the charitable season in full swing...

More

Long Term Care

Justin Halverson joins Todd Rooker on Cover Your assets to talk about Long Term Care during LTC Awareness month!

More

Tips to Navigating Open Enrollment Season

Wednesday (11/01) marked the first day of Open Enrollment season, a yearly period where people can enroll in health insurance plans. Many Americans have questions as to whether or not they need to update their healthcare plan.

More

90% of Workers Could Botch their Benefit Picks

Less than 10 percent of employees update their workplace benefits during annual open enrollment.

More

Face Your Financial Fears

Afraid of running out of money in retirement? Worried about funding your kid’s college education? Concerned about rising health care costs? Justin, co-founder of Great Waters Financial, joins KARE11...

More

Controlled Spending: Elijah Kovar | 1500 ESPN

Elijah is in with Todd Rooker from Cover Your Assets to talk about creating a budget with controlled spending plan that will allow you to retire when you want on your.

More

Don’t Worry, There’s Still Time to Undo the Money Mistakes You Made This Year

"Three-quarters of the way into 2017, our New Year’s resolutions are probably a distant memory. Even with the best intentions to stick to that budget this year..."

More

What is your strategy?

Options that help maximize your Social Security payout.

More

How technology can make or break your budget

Smart phones have made our lives easier, providing us with a device that not only allows us to easily communicate with our friends and family but also access to the internet and an endless amount of apps.

More

Changing Financial Seasons

Friday, September 22nd marked the first official day of fall. As we transition into a new season, one local financial advisor says this serves as a great reminder that our financial plans...

More

Soft Skills Can Make Hard Conversations Much Easier

You can't create a relationship with a computer screen. Read more of what Justin Halverson has to say about the benefits about partnering with an advisor.

More

Financial Seasons of Your Life

Friday (September 8th, 2017) marked the first official day of Fall. As we transition into a new season, one local financial advisor says this serves as a great reminder that our financial plans...

More

Does your financial plan need an audible?

Does your financial plan need an audible? With the start of the 2017 NFL season, football is officially here. As the quarterback of your house – are you making the right calls when it comes to your finances? If you’re going down the wrong path...

More

Taxes & Retirement: Skip Johnson | 1500 ESPN

Skip Johnson and Todd are joined by our tax expert, Arlyce Cleveland, to discuss retirement.

More

Financial Independence: Elijah Kovar | 1500 ESPN

Elijah Kovar joins Todd again to discuss when the right time is to start thinking about retirement.

More

Back to School is Around the Corner

With another school year in full swing, you may be thinking “I can’t believe how fast my kids are growing up!” Unfortunately, time flies when you’re raising a family and before you know it, your children are heading off to college.

More

There's more to the job of executor than you think

"As long as the executor knows where the list is, they don't have to go searching for anything," said Elijah Kovar.

More

Making Retirement Lemonade from Health Insurance Lemons

Skip Johnson was interviewed in regards to health insurance lemons.

More

Don’t Let Your Adult Children Ruin Your Retirement

A recent Merrill Lynch retirement study found that parents who are in retirement give their adult children $6,800 a year on average so they can live more comfortably.

More

Social Security Anniversary

This month marks 82 years since Social Security was first introduced to Americans by President Franklin D. Roosevelt. While the program has played a crucial role in providing a financial safety net for many Americans...

More

August Marks the 82nd Anniversary of Social Security

Social Security is a vital part of many people’s retirement plan, and, while the government program has been chugging along since 1935, more and more older Americans are worried about its future, when to start taking the benefit...

More

Healthy aging & your retirement success

A recent study conducted by the Transamerica Center for Retirement studies found that 82% of workers and retirees globally say their health in old age is a concern. But there is a major disconnect between their concerns about future health...

More

Planning the Ultimate Vacation

Summer is in full gear and for many, that means traveling the country and taking some much-needed time off. But if you’re like many Americans, there’s a good chance you’ve spent more time planning this summer’s getaway than you have planning...

More

Healthy aging & your retirement success

Healthy aging & your retirement success - A recent study conducted by the Transamerica Center for Retirement studies found that 82% of workers and retirees globally say their health in old age is a concern.

More

How technology can make or break your budget

Smart phones have made our lives easier, providing us with a device that not only allows us to easily communicate with our friends and family but also access to the internet and an endless amount of...

More

5 Tips to Achieve Financial Independence

This week you may have celebrated our country’s independence by firing up the BBQ and setting off some fireworks. But according to one local financial advisor, the 4th of a July also serves as a great reminder for financial independence.

More

Financial Independence

Independence Day may be over but according to one local financial advisor, the 4th of a July also serves as a great reminder for financial independence. Whether you’re a young millennial just starting out with your first job, or if you’re...

More

Fed Rate Hike

Last week, the Fed announced that interest rates will raise .25%. With more rate hikes expected later this year and next year, Great Waters Financial co-founder Elijah Kovar joins WCCO to discuss how higher interest rates...

More

Fireworks, BBQ… and Finances

This Independence Day, you may be ready to fire up the BBQ and set off some fireworks but the 4th of a July also serves as a great reminder for financial independence. According to a recent study by Merrill Lynch, 60% of middle-aged...

More

Financial Advice from your Parents

Should you really take your parent's financial advice? Your Father may have taught you several life lessons – but should you take your Father’s financial advice? Even though we may not realize it, many of us develop our own financial habits by...

More

Should Retirees Have Life Insurance

Check out Justin's featured portion in The Wall Street Journal article about retirees & life insurance!

More

Planning for the Ultimate Vacation

Summer is in full gear and for many, that means traveling the country and taking some much-needed time off. But if you’re like many Americans, there’s a good chance you’ve spent more time planning...

More

HSA in Retirement: Justin Halverson | 1500 ESPN

Justin Halverson joins Todd Rooker on Cover Your Assets! Do you know your HSA account can act as an IRA in the retirement years?

More

Retirement Roadmap

It might not be as much fun as vacation planning, but managing money now can really pay off!

More

Father knows best...or does he?

He may have taught you how to throw a baseball or how to drive a car – but should you take your Father’s financial advice? Unfortunately, many Americans are currently facing a retirement crisis because they didn’t plan properly.

More

When Two Bank Accounts Become One

Wedding season is here! While this is a time to celebrate love and the beginning of a new life together -- many of us know that one of the toughest hurdles in marriage can be getting...

More

Mid Year Review

Remember those financial resolutions we told you to take at the beginning of the year? That’s right, back in January Skip Johnson provided us with a list of financial resolutions we could make to help set us on the path...

More

Planning your estate when you have no children or heirs

Justin Halverson was featured in an article by CNBC.

More

Mid Year Review

Remember those financial resolutions we told you to take at the beginning of the year? With June in full swing, we are now mid-way through the year and it’s time to see if your financial goals are matching up with your...

More

When Two Bank Accounts Become One

Love is in the air and wedding season is in full swing! It’s a wonderful time to celebrate love but as many of us know – one of the toughest hurdles in marriage can be getting on the...

More

Retirement Confidence | 1500 ESPN

Are you confident in your retirement plan? What should you budget for and what are your everyday expenses and should you start cutting back?

More

How Millennials Can Fund Their Future

A new wave of college grads are gearing up to take on the real world but are they prepared for the financial responsibilities that come with a first job? Unfortunately for many, their college education...

More

Stay at Home Parent? Your Retirement Matters

Stay at home parent? Your Retirement Matters Too! If you’re a stay at home mom or dad, your hectic life is probably leaving you with little time to plan for your future. A recent study found that 75% of stay-at-home parents in the U.S. plan...

More

Retirement Confidence: Justin Halverson

How confident are you in your financial future? The 2017 EBRI Retirement Confidence Survey found just 4 in 10 U.S. workers have tried to figure out how much money they will need in retirement...

More

Retirement Confidence: Skip Johnson

More and more people have returned to the workforce from retirement – some because they need the financial boost today, and others because they fear what their finances may look like tomorrow...

More

College Grads Can Fund Their Future

Graduation season is here and many millennials are gearing up to enter the workforce for the first time. Unfortunately for many, college doesn’t provide you with the financial education needed to fully...

More

The Impact of President Trump’s Tax Policies

It’s been a campaign promise that many American’s have been waiting for him to deliver on, and now that President Trump’s tax proposals have been presented, many are wondering...

More

Smart Ways to Utilize Your Tax Refund

Now that you’ve filed your tax return, you may find that you were too generous with Uncle Sam last year, and he owes you a refund. If so – you might already be dreaming of what to do with the extra cash...

More

Lower Your Tax Bill

Skip Johnson informs us on how to maximize our returns with these lesser-known strategies.

More

Credit Score Calculations

There are some major changes coming to how your credit score is calculated. VantageScore, a credit scoring model developed by the three major credit reporting bureaus, is implementing...

More

Tax Freedom Day

April 23rd, Marked Tax Freedom Day is the U.S. – meaning Americans earned just enough to pay taxes at the federal, state and local level. That’s right, you worked nearly 4 months just to pay your taxes!

More

Financial Literacy Month

April is financial literacy month and according to a recent study, Americans have some serious room for improvement. A FINRA study found two out of three U.S. adults “lack financial literacy” and only 37%...

More

Smart Ways to Utilize Your Tax Refund

As you finish preparing your tax return, you may find that you were too generous with Uncle Sam last year, and he owes you a refund. If so – you may already be dreaming of what to do with the extra cash...

More

How To Keep Your Retirement Plan's GPS On Track

Skip Johnson has some suggestions to focus on your retirement plan and help keep you on track.

More

Financial Literacy Month

April is financial literacy month and according to a recent study, Americans have some serious room for improvement. A FINRA study found two out of three U.S. adults “lack financial literacy” and only 37%...

More

Exactly How Much Do You Need to Save for Retirement

Skip Johnson tells us how your budget will help you figure out how much you will need in retirement.

More

Spring Clean Your Finances

Spring has sprung and for many, deep cleaning is at the top of your to-do list but clearing out the clutter should go beyond just your house. Now is also a great time to dust off your financial plan.

More

Top 5 Tax Deductions You Can’t Afford to Miss

The countdown is on! With the April 18th deadline just weeks away, many are scrambling to file their tax returns. But before you rush to send in your return – make sure you take advantage...

More

Common Misconceptions About Financial Planning

Many misconceptions about financial planning have led many people down the wrong path. Skip Johnson joins FOX9 to identify some of the most common misconceptions about financial planning so you can be confident in your money decisions.

More

Spring Clean Your Finances

Spring cleaning should go beyond just your house! Elijah Kovar joins WCCO with a 3-step guide to help you spring clean your finances.

More

Women & Retirement

Saving for retirement can be a daunting task and if you’re a woman, this can be especially difficult. Women, who outlive men by nearly 5 years on average, face more hurdles when it comes to financial planning.

More

Should I Loan Money to Family?

Elijah Kovar gives insight into loaning money to family members in an interview with Mass Mutual Financial Group.

More

The Luck of the Informed

From Dave Ramsey to Suze Orman, to ever other financial “expert” -- there is plenty of financial advice out there -- but how do know which advice is the best advice?

More

Tips to Navigating Open Enrollment Season

Wednesday (11/01) marked the first day of Open Enrollment season, a yearly period where people can enroll in health insurance plans. Many Americans have questions as to whether or not they need to update their healthcare plan.

More

90% of Workers Could Botch their Benefit Picks

Less than 10 percent of employees update their workplace benefits during annual open enrollment.

More

Face Your Financial Fears

Afraid of running out of money in retirement? Worried about funding your kid’s college education? Concerned about rising health care costs? Justin, co-founder of Great Waters Financial, joins KARE11...

More

Controlled Spending: Elijah Kovar | 1500 ESPN

Elijah is in with Todd Rooker from Cover Your Assets to talk about creating a budget with controlled spending plan that will allow you to retire when you want on your.

More

Don’t Worry, There’s Still Time to Undo the Money Mistakes You Made This Year

"Three-quarters of the way into 2017, our New Year’s resolutions are probably a distant memory. Even with the best intentions to stick to that budget this year..."

More

What is your strategy?

Options that help maximize your Social Security payout.

More

How technology can make or break your budget

Smart phones have made our lives easier, providing us with a device that not only allows us to easily communicate with our friends and family but also access to the internet and an endless amount of apps.

More

Changing Financial Seasons

Friday, September 22nd marked the first official day of fall. As we transition into a new season, one local financial advisor says this serves as a great reminder that our financial plans...

More

Soft Skills Can Make Hard Conversations Much Easier

You can't create a relationship with a computer screen. Read more of what Justin Halverson has to say about the benefits about partnering with an advisor.

More

Financial Seasons of Your Life

Friday (September 8th, 2017) marked the first official day of Fall. As we transition into a new season, one local financial advisor says this serves as a great reminder that our financial plans...

More

Does your financial plan need an audible?

Does your financial plan need an audible? With the start of the 2017 NFL season, football is officially here. As the quarterback of your house – are you making the right calls when it comes to your finances? If you’re going down the wrong path...

More

Taxes & Retirement: Skip Johnson | 1500 ESPN

Skip Johnson and Todd are joined by our tax expert, Arlyce Cleveland, to discuss retirement.

More

Financial Independence: Elijah Kovar | 1500 ESPN

Elijah Kovar joins Todd again to discuss when the right time is to start thinking about retirement.

More

Back to School is Around the Corner

With another school year in full swing, you may be thinking “I can’t believe how fast my kids are growing up!” Unfortunately, time flies when you’re raising a family and before you know it, your children are heading off to college.

More

There's more to the job of executor than you think

"As long as the executor knows where the list is, they don't have to go searching for anything," said Elijah Kovar.

More

Making Retirement Lemonade from Health Insurance Lemons

Skip Johnson was interviewed in regards to health insurance lemons.

More

Don’t Let Your Adult Children Ruin Your Retirement

A recent Merrill Lynch retirement study found that parents who are in retirement give their adult children $6,800 a year on average so they can live more comfortably.

More

Social Security Anniversary

This month marks 82 years since Social Security was first introduced to Americans by President Franklin D. Roosevelt. While the program has played a crucial role in providing a financial safety net for many Americans...

More

August Marks the 82nd Anniversary of Social Security

Social Security is a vital part of many people’s retirement plan, and, while the government program has been chugging along since 1935, more and more older Americans are worried about its future, when to start taking the benefit...

More

Healthy aging & your retirement success

A recent study conducted by the Transamerica Center for Retirement studies found that 82% of workers and retirees globally say their health in old age is a concern. But there is a major disconnect between their concerns about future health...

More

Planning the Ultimate Vacation

Summer is in full gear and for many, that means traveling the country and taking some much-needed time off. But if you’re like many Americans, there’s a good chance you’ve spent more time planning this summer’s getaway than you have planning...

More

Healthy aging & your retirement success

Healthy aging & your retirement success - A recent study conducted by the Transamerica Center for Retirement studies found that 82% of workers and retirees globally say their health in old age is a concern.

More

How technology can make or break your budget

Smart phones have made our lives easier, providing us with a device that not only allows us to easily communicate with our friends and family but also access to the internet and an endless amount of...

More

5 Tips to Achieve Financial Independence

This week you may have celebrated our country’s independence by firing up the BBQ and setting off some fireworks. But according to one local financial advisor, the 4th of a July also serves as a great reminder for financial independence.

More

Financial Independence

Independence Day may be over but according to one local financial advisor, the 4th of a July also serves as a great reminder for financial independence. Whether you’re a young millennial just starting out with your first job, or if you’re...

More

Fed Rate Hike

Last week, the Fed announced that interest rates will raise .25%. With more rate hikes expected later this year and next year, Great Waters Financial co-founder Elijah Kovar joins WCCO to discuss how higher interest rates...

More

Fireworks, BBQ… and Finances

This Independence Day, you may be ready to fire up the BBQ and set off some fireworks but the 4th of a July also serves as a great reminder for financial independence. According to a recent study by Merrill Lynch, 60% of middle-aged...

More

Financial Advice from your Parents

Should you really take your parent's financial advice? Your Father may have taught you several life lessons – but should you take your Father’s financial advice? Even though we may not realize it, many of us develop our own financial habits by...

More

Should Retirees Have Life Insurance

Check out Justin's featured portion in The Wall Street Journal article about retirees & life insurance!

More

Planning for the Ultimate Vacation

Summer is in full gear and for many, that means traveling the country and taking some much-needed time off. But if you’re like many Americans, there’s a good chance you’ve spent more time planning...

More

HSA in Retirement: Justin Halverson | 1500 ESPN

Justin Halverson joins Todd Rooker on Cover Your Assets! Do you know your HSA account can act as an IRA in the retirement years?

More

Retirement Roadmap

It might not be as much fun as vacation planning, but managing money now can really pay off!

More

Father knows best...or does he?

He may have taught you how to throw a baseball or how to drive a car – but should you take your Father’s financial advice? Unfortunately, many Americans are currently facing a retirement crisis because they didn’t plan properly.

More

When Two Bank Accounts Become One

Wedding season is here! While this is a time to celebrate love and the beginning of a new life together -- many of us know that one of the toughest hurdles in marriage can be getting...

More

Mid Year Review

Remember those financial resolutions we told you to take at the beginning of the year? That’s right, back in January Skip Johnson provided us with a list of financial resolutions we could make to help set us on the path...

More

Planning your estate when you have no children or heirs

Justin Halverson was featured in an article by CNBC.

More

Mid Year Review

Remember those financial resolutions we told you to take at the beginning of the year? With June in full swing, we are now mid-way through the year and it’s time to see if your financial goals are matching up with your...

More

When Two Bank Accounts Become One

Love is in the air and wedding season is in full swing! It’s a wonderful time to celebrate love but as many of us know – one of the toughest hurdles in marriage can be getting on the...

More

Retirement Confidence | 1500 ESPN

Are you confident in your retirement plan? What should you budget for and what are your everyday expenses and should you start cutting back?

More

How Millennials Can Fund Their Future

A new wave of college grads are gearing up to take on the real world but are they prepared for the financial responsibilities that come with a first job? Unfortunately for many, their college education...

More

Stay at Home Parent? Your Retirement Matters

Stay at home parent? Your Retirement Matters Too! If you’re a stay at home mom or dad, your hectic life is probably leaving you with little time to plan for your future. A recent study found that 75% of stay-at-home parents in the U.S. plan...

More

Retirement Confidence: Justin Halverson

How confident are you in your financial future? The 2017 EBRI Retirement Confidence Survey found just 4 in 10 U.S. workers have tried to figure out how much money they will need in retirement...

More

Retirement Confidence: Skip Johnson

More and more people have returned to the workforce from retirement – some because they need the financial boost today, and others because they fear what their finances may look like tomorrow...

More

College Grads Can Fund Their Future

Graduation season is here and many millennials are gearing up to enter the workforce for the first time. Unfortunately for many, college doesn’t provide you with the financial education needed to fully...

More

The Impact of President Trump’s Tax Policies

It’s been a campaign promise that many American’s have been waiting for him to deliver on, and now that President Trump’s tax proposals have been presented, many are wondering...

More

Smart Ways to Utilize Your Tax Refund

Now that you’ve filed your tax return, you may find that you were too generous with Uncle Sam last year, and he owes you a refund. If so – you might already be dreaming of what to do with the extra cash...

More

Lower Your Tax Bill

Skip Johnson informs us on how to maximize our returns with these lesser-known strategies.

More

Credit Score Calculations

There are some major changes coming to how your credit score is calculated. VantageScore, a credit scoring model developed by the three major credit reporting bureaus, is implementing...

More

Tax Freedom Day

April 23rd, Marked Tax Freedom Day is the U.S. – meaning Americans earned just enough to pay taxes at the federal, state and local level. That’s right, you worked nearly 4 months just to pay your taxes!

More

Financial Literacy Month

April is financial literacy month and according to a recent study, Americans have some serious room for improvement. A FINRA study found two out of three U.S. adults “lack financial literacy” and only 37%...

More

Smart Ways to Utilize Your Tax Refund

As you finish preparing your tax return, you may find that you were too generous with Uncle Sam last year, and he owes you a refund. If so – you may already be dreaming of what to do with the extra cash...

More

How To Keep Your Retirement Plan's GPS On Track

Skip Johnson has some suggestions to focus on your retirement plan and help keep you on track.

More

Financial Literacy Month

April is financial literacy month and according to a recent study, Americans have some serious room for improvement. A FINRA study found two out of three U.S. adults “lack financial literacy” and only 37%...

More

Exactly How Much Do You Need to Save for Retirement

Skip Johnson tells us how your budget will help you figure out how much you will need in retirement.

More

Spring Clean Your Finances

Spring has sprung and for many, deep cleaning is at the top of your to-do list but clearing out the clutter should go beyond just your house. Now is also a great time to dust off your financial plan.

More

Top 5 Tax Deductions You Can’t Afford to Miss

The countdown is on! With the April 18th deadline just weeks away, many are scrambling to file their tax returns. But before you rush to send in your return – make sure you take advantage...

More

Common Misconceptions About Financial Planning

Many misconceptions about financial planning have led many people down the wrong path. Skip Johnson joins FOX9 to identify some of the most common misconceptions about financial planning so you can be confident in your money decisions.

More

Spring Clean Your Finances

Spring cleaning should go beyond just your house! Elijah Kovar joins WCCO with a 3-step guide to help you spring clean your finances.

More

Women & Retirement

Saving for retirement can be a daunting task and if you’re a woman, this can be especially difficult. Women, who outlive men by nearly 5 years on average, face more hurdles when it comes to financial planning.

More

Should I Loan Money to Family?

Elijah Kovar gives insight into loaning money to family members in an interview with Mass Mutual Financial Group.

More

The Luck of the Informed

From Dave Ramsey to Suze Orman, to ever other financial “expert” -- there is plenty of financial advice out there -- but how do know which advice is the best advice?

More

Don't make these money mistakes when you're just starting out

Skip Johnson has great tips for millennials just starting out with their financial goals!

More

Top 7 Tax Deductions You Can’t Afford to Miss

The countdown is on! With the April 18th deadline just weeks away, many are scrambling to file their tax returns. But before you rush to send in your return – make sure you take advantage of...

More

What steps can you take to get out of debt? | 1500 ESPN

Skip Johnson from Great Waters Financial is in today to talk to Todd about his debt...your debt...all debt today.

More

Top 5 Tax Deductions

The countdown is on! With the April 18th deadline just weeks away, many are scrambling to file their tax returns. But before you rush to send in your return – make sure you take advantage...

More

The Bad Money Habits You Need to Quit Now

On Fat Tuesday you may be planning to do some last minute splurging on sweet treats or other not-so-good-for-you indulgences. But what about those bad money habits...

More

Investing in Today’s Post-Election Economy

All eyes, these days, are on President Donald J. Trump as he moves quickly to enact several of the policies he promised during his campaign. Change, however, can leave investors feeling uncertain, especially when the markets fluctuate...

More

The Tax Deadline

The tax deadline this year is a few days later, Tuesday, April 18, and for some that means putting off the inevitable a little longer. Justin Halverson from Great Waters Financial joins the KARE11 to offer advice on how best to prepare for tax season

More

The importance of taking emotion out of the equation

Should you love your investment strategy? The importance of taking emotion out of the equation: Loving your investment strategy may seem like a good idea – but unlike that special someone in your life, when it comes to investing...

More

Give your spouse a gift that will last: Financial Security

You may have given your loved one some chocolates or flowers for Valentines Day, but what about giving your loved one a gift that will last forever? And no… we don’t mean diamonds! Financial security can leave your spouse feeling...

More

Should you love your investment strategy?

The importance of taking emotion out of the equation: Loving your investment strategy may seem like a good idea – but unlike that special someone in your life, when it comes to investing, emotion should never be in the equation.

More

You’ve got your W-2, now what?

When you receive your W-2 in January, many of us resolve to file early – but not many of us are successful in doing so. Procrastination and taxes go hand-in-hand for many Americans, but taking the right steps...

More

You’ve got your W-2, now what?

When you receive your W-2 in January, many of us resolve to file early – but not many of us are successful in doing so. Procrastination and taxes go hand-in-hand for many of us, but taking the right steps to...

More

3 Steps to Becoming Debt Free in 2017

In December, Nerdwallet released its annual report on American Household Credit Card Debt. According to the study, the average household has $132,529 in debt. And for households that carry credit card debt, it costs them about $1,300...

More

It's Almost Too Simple

When it comes to your finances, there’s one gift that’s sure to keep on giving — compound interest.

More

8 Signs an ETF Isn't Right for You

In recent years, exchange traded funds, or ETFs, have become a common part of many retirement portfolios.

More

Don't Fall Short

Minnesotans are lagging in retirement savings; here’s how you can buck the trend.

More

Skip Johnson feature – Helping Kids Save

You can play a crucial role in teaching your grandchildren how to manage money.

More

July Minnesota Good Age

This month in Minnesota Good Age, Skip Johnson provides insights as to the financial benefits of aging and your milestone birthdays.

More

April Minnesota Good Age

April Minnesota Good Age

More

March Minnesota Good Age

March Minnesota Good Age

More

February Minnesota Good Age

February Minnesota Good Age

More

Great Waters Retirement Radio on Cover Your Assets

This 4th of July weekend we reflect on the American Dream…its still out there for us all!

More

September 3rd, 2016 | Cover Your Assets

In this world, nothing can be said to be certain, except death and taxes. But what happens when the two meet? The estate tax - or sometimes called “death tax” - is a one of the most hotly debated taxes.

More

October 1st, 2016 | Cover Your Assets

Elijah Kovar speaks with Todd Rooker about Financial Foundations.

More

November 5th, 2016 | Cover Your Assets

Its another great week on CYA...its Great Waters Financial week! Hey, the holidays are coming. It's a super time to discuss some important financial things and do some planning with family members!

More

December 3rd, 2016 | Cover Your Assets

Great Waters week as Skip Johnson joins Todd on CYA to talk about ways to avoid tax issues with your retirement but also find some tax advantages.

More

January 7th, 2016 | Cover Your Assets

January 7th, 2016 | Cover Your Assets

More

New Year, New President, New Policies

As President-elect Trump prepares to take office many are wondering how his proposed tax policies could impact their bottom line. Elijah Kovar joins WCCO to offer insight into how Americans can best prepare for a President Trump so that they can...

More

Financial Resolutions

With the start of the New Year, residents are making fitness, diet and other resolutions for 2017 but instead of making the same ones year after year, why not try something new by setting financial resolutions.

More

3 Steps to Becoming Debt Free in 2017

In December, Nerdwallet released its annual report on American Household Credit Card Debt. According to the study, the average household has $132,529 in debt.

More

Year In Review: Looking Back to Look Ahead

2016 was jammed pack full of major financial headlines. From the Department of Labor’s finalization of the Fiduciary Rule, to another interest rate hike, to a newly elected president...

More

Interest Rate Hike

Last week, the Fed announced that interest rates will rise .25%. The ¼ point rate increase will have little impact, but it signals the fed’s willingness to continue increasing rates. In order to prepare for additional rate increases over...

More

Holiday Talks

With families getting together for the holidays, now is a great time to bring up conversations about money, estate planning and the family’s financial house. Having the entire family together face to face provides a great opportunity to get...

More

Year In Review: Looking Back to Look Ahead

2016 saw some major financial headlines. From ongoing speculation of another interest rate hike, to a newly elected president that will bring new financial policies and proposals, the financial world has seen some major news...

More

End of Financial Year To Do List

There are many end of year financial “to-dos” that consumers need to complete by December 31 to avoid penalties and missed opportunities. Steps can be taken today to make their lives easier come April 15, too.

More

Charitable Tuesday

After Black Friday Comes Cyber Monday but it doesn’t end there. The Tuesday after Thanksgiving is known as Charitable Tuesday, a day dedicated to giving back rather than consuming. But what is the best way to give to charities...

More

Financial House Conversations

With families getting together for the Holidays, Skip Johnson of Great Waters Financial wants to remind Minneapolis residents that this is a good time to bring up conversations about money, estate planning, and financial problems that might...

More

Why Your Spending In Retirement May Actually Increase

“Now that you have more time you may be pursuing those dreams of traveling or fixing up the house and checking off similar items on your list.” - Justin Halverson Here are a few strategies to consider for controlling your budget.

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Getting to Know Tax-Advantaged Savings Accounts

“An HSA can be a great way to save more — tax free — for retirement” - Elijah Kovar Check out Elijah Kovar's interview with Synchrony Bank as he shares his insights on the upsides of tax-advantaged savings accounts.

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How to Plan for Retirement When You Don't Have a 401(k)

Here are four steps to consider when you start to plan for retirement and don't have a workplace retirement plan.

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What the Longest Bull Market Means for Retirees

A change in the market could severely impact your savings if you are nearing retirement. Elijah Kovar shares his insights on the tips to follow in order to stay prepared for this occurrence.

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How to retire early – very early

Retiring comfortably in your 60's or 70's can be a difficult task. Financial professional Nick Foulks gave his insights to CNBC on how to make this process more attainable.

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10 ways to make up for a late start on retirement savings

Financial Professional Barry Bigelow shares his insights on the ways to make up for a late a late start on retirement savings.

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How Do 401(k) Loans Work?

"While you don't need to repay the money, it will be treated as income, so you'll pay income taxes on the withdrawal". -Elijah Kovar Check out Elijah's interview with US News about how 401(k) loans work.

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An estate plan: It's not only for you

It's essential that we prepare for the unexpected in our lives. Having an estate plan will ensure that your family will be provided for and they will know how you want your assets to be handled. Read below for the key parts to an estate plan.

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4 Signs You've Outgrown Your Investment Advisor

"If your circumstances have changed to where you need more than just investment advice, it's time to switch." - Barry Bigelow Check out Barry's interview with US News for the signs that indicate you have outgrown your financial advisor.

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Four financial ‘Acts of Mutuality’

Acts of mutuality are embedded in our daily decisions in order to protect the people we care about. Justin Halverson shares his insights on how to maintain an effective financial plan so that you leave behind an organized legacy for your heirs.

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Rich people in high-tax states are using this strategy to evade SALT caps

Many residents have been getting strategic when it comes to avoiding the cap on state and local tax deductions. Check out Elijah Kovar's interview with FOX Business as he talks strategy on how to get around the SALT cap.

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Five LGBTQ home ownership tips

The legalization of same-sex marriage has empowered many couples to tie the knot. These couples now have the protection they need to combine their assets and purchase a home. Here are a few tips to consider when thinking about home ownership.

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Here's the Easiest Way to Catch Up on Retirement Savings

If you are able to work a bit longer and delay retirement by a few months this can help grow your retirement savings. The longer you delay tapping into your benefits the higher the payouts can be.

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How to Keep Your Grown Children From Endangering Your Retirement

"People might be less likely to repay family members than they are a bank."-Elijah Kovar. There are many ways to help structure this type of agreement if you are wanting to help someone or even how to avoid this situation to save relationships.

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Mortgage in retirement?

An important financial decision to consider at this stage of life is whether you should pay off your mortgage before you retire. Surprisingly, there isn't a one-size-fits-all answer. Here are a few factors to consider before you make this decision.

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When You Decide Your Retirement Is a Mistake

Some might realize that they retired too early or that they are having a hard time staying busy. Skip Johnson was interviewed by US News on how he has helped retirees navigate this situation.

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Ways to cash in on your home equity and the tax implications of doing so

When should you tap into your home equity? With changes to the tax law only certain things are eligible for deductions. Skip Johnson shared his insight into this topic when interviewed by The Washington Post.

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Spousal IRAs: Double Savings for Single-Income Couples

Spouses who don’t work for pay can contribute to an IRA if they file taxes jointly with a spouse who does. That means a married couple can enjoy double the tax-deferred savings. Elijah Kovar shares the benefits and guidelines of a Spousal IRA.

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Retiring in 12 months or less? What to do!

Retiring in the next 12 months? Justin Halverson and other financial professionals were interviewed about that important final home stretch.

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Traveling in Retirement

You’ve established that you want to travel, but what will that travel look like? Do you want to backpack through Europe and camp out under the stars, or do you want to take an extended luxury cruise around the Mediterranean?

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6 Money Management Mistakes Millennials Often Make

Finance professionals say millennials are navigating many of the same issues as older generations.

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Stocks, taxes and profits: What you need to know

"As investors assess portfolio gains accrued over the past few years of this extended bull market, they may want to take note of how the new tax laws can impact future profits."

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These Catch-Ups Could Save the Unprepared Retiree’s Golden Years

Taking a step back, evaluating the situation, and re-approaching from a holistic perspective could save a person’s golden years.

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How to Solidify Your Retirement Fund

This is where understanding your projected Social Security benefits, retirement income and savings needs becomes paramount.

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Make a resolution to improve your financial habits

The New Year is a time to celebrate. For many of us, it can also be a time to start over, reevaluate and overhaul life for the better.

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Trump’s tax reform could dent the golf industry

The legislation eliminates a tax break that has allowed businesses to deduct up to 50% of entertainment, amusement or recreation expenses incurred as a result of genuine business-related activities.

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It’s not too late to fix the financial mistakes!

These are 4 great ways to help you get back on track with your financial plan before the end of the year comes.

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One unexpected problem with retirement savings

Americans need to save more for their futures, but what happens when they finally do?

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90% of Workers Could Botch their Benefit Picks

Less than 10 percent of employees update their workplace benefits during annual open enrollment.

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Don’t Worry, There’s Still Time to Undo the Money Mistakes You Made This Year

"Three-quarters of the way into 2017, our New Year’s resolutions are probably a distant memory. Even with the best intentions to stick to that budget this year..."

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What is your strategy?

Options that help maximize your Social Security payout.

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Soft Skills Can Make Hard Conversations Much Easier

You can't create a relationship with a computer screen. Read more of what Justin Halverson has to say about the benefits about partnering with an advisor.

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There's more to the job of executor than you think

"As long as the executor knows where the list is, they don't have to go searching for anything," said Elijah Kovar.

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Making Retirement Lemonade from Health Insurance Lemons

Skip Johnson was interviewed in regards to health insurance lemons.

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Should Retirees Have Life Insurance

Check out Justin's featured portion in The Wall Street Journal article about retirees & life insurance!

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Retirement Roadmap

It might not be as much fun as vacation planning, but managing money now can really pay off!

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Planning your estate when you have no children or heirs

Justin Halverson was featured in an article by CNBC.

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Lower Your Tax Bill

Skip Johnson informs us on how to maximize our returns with these lesser-known strategies.

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How To Keep Your Retirement Plan's GPS On Track

Skip Johnson has some suggestions to focus on your retirement plan and help keep you on track.

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Exactly How Much Do You Need to Save for Retirement

Skip Johnson tells us how your budget will help you figure out how much you will need in retirement.

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Should I Loan Money to Family?

Elijah Kovar gives insight into loaning money to family members in an interview with Mass Mutual Financial Group.

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Don't make these money mistakes when you're just starting out

Skip Johnson has great tips for millennials just starting out with their financial goals!

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It's Almost Too Simple

When it comes to your finances, there’s one gift that’s sure to keep on giving — compound interest.

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8 Signs an ETF Isn't Right for You

In recent years, exchange traded funds, or ETFs, have become a common part of many retirement portfolios.

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Don't Fall Short

Minnesotans are lagging in retirement savings; here’s how you can buck the trend.

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Skip Johnson feature – Helping Kids Save

You can play a crucial role in teaching your grandchildren how to manage money.

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July Minnesota Good Age

This month in Minnesota Good Age, Skip Johnson provides insights as to the financial benefits of aging and your milestone birthdays.

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April Minnesota Good Age

April Minnesota Good Age

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March Minnesota Good Age

March Minnesota Good Age

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February Minnesota Good Age

February Minnesota Good Age

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4 Surprising Retirement Stats

Financial professional Justin Halverson shares the 4 retirement surprising retirement stats and how you can protect yourself from becoming a statistic with Todd Rooker on Cover Your Assets radio.

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Great Waters Retirement Radio | August 4, 2018

Nick Foulks joins Todd Rooker to discuss the importance of having a plan in place for retirement.

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Retirement Planning Tips for Every Age

Skip joins KTIS Community Spotlight to talk about retirement tips throughout all ages.

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Long Term Care

Justin Halverson joins Todd Rooker on Cover Your assets to talk about Long Term Care during LTC Awareness month!

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Controlled Spending: Elijah Kovar | 1500 ESPN

Elijah is in with Todd Rooker from Cover Your Assets to talk about creating a budget with controlled spending plan that will allow you to retire when you want on your.

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Taxes & Retirement: Skip Johnson | 1500 ESPN

Skip Johnson and Todd are joined by our tax expert, Arlyce Cleveland, to discuss retirement.

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Financial Independence: Elijah Kovar | 1500 ESPN

Elijah Kovar joins Todd again to discuss when the right time is to start thinking about retirement.

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HSA in Retirement: Justin Halverson | 1500 ESPN

Justin Halverson joins Todd Rooker on Cover Your Assets! Do you know your HSA account can act as an IRA in the retirement years?

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Retirement Confidence | 1500 ESPN

Are you confident in your retirement plan? What should you budget for and what are your everyday expenses and should you start cutting back?

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What steps can you take to get out of debt? | 1500 ESPN

Skip Johnson from Great Waters Financial is in today to talk to Todd about his debt...your debt...all debt today.

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Great Waters Retirement Radio on Cover Your Assets

This 4th of July weekend we reflect on the American Dream…its still out there for us all!

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September 3rd, 2016 | Cover Your Assets

In this world, nothing can be said to be certain, except death and taxes. But what happens when the two meet? The estate tax - or sometimes called “death tax” - is a one of the most hotly debated taxes.

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October 1st, 2016 | Cover Your Assets

Elijah Kovar speaks with Todd Rooker about Financial Foundations.

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November 5th, 2016 | Cover Your Assets

Its another great week on CYA...its Great Waters Financial week! Hey, the holidays are coming. It's a super time to discuss some important financial things and do some planning with family members!

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December 3rd, 2016 | Cover Your Assets

Great Waters week as Skip Johnson joins Todd on CYA to talk about ways to avoid tax issues with your retirement but also find some tax advantages.

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January 7th, 2016 | Cover Your Assets

January 7th, 2016 | Cover Your Assets

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Skip Johnson | Cover Your Assets

Retirement thoughts with Skip Johnson on Cover Your Assets 1500ESPN Twin Cities.

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Elijah Kovar | Cover Your Assets

1st Episode of Great Waters Retirement Radio on 1500am ESPN Twin Cities.

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Great Waters Financial | Cover Your Assets

Skip, Justin, and Elijah talk investment strategies and retirement income planning with Todd Rooker of Cover Your Assets. Tune in the first Saturday of July for the next Great Waters Retirement Radio.

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The world is buzzing about the "Brexit": Justin Halverson | 830 WCCO

The world is buzzing about the British exit or “Brexit” of the European Union. Financial professional Justin Halverson talked with WCCO radio about why Americans should care and how they could be affected in both good ways and bad.

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How we can get in the giving spirit

Many of us are looking for ways to give back this time of year. Financial professional Skip Johnson shared how we can get in the giving spirit with FOX9.

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How to start 2019 on a financial high note

The new year is almost here! Before the ball drops, financial professional Justin Halverson talked with KARE11 about 5 things we can do financially before the clock strike midnight on New Year’s Eve.

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Running out of money is a large concern in retirement

It’s time for a reality check on your retirement plans! Financial professional Skip Johnson talked with FOX9 about how to make your money last throughout retirement.

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4 financial lessons to be thankful for

What are you most grateful for? Financial professional Barry Bigelow talked with WDIO about four financial lessons we can be thankful for.

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Dow Drops

You might have noticed one of our partners, Justin Halverson, on the ten o'clock news last night talking about the Dow plunging more than 600 points. Didn't see it? Check out his WCCO-TV | CBS Minnesota appearance below!

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Health Savings Accounts

Open enrollment season isn’t just about doctors and deductibles; financial professional Skip Johnson talked with FOX9 about how your healthcare plan can help you save for the future!

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4 financial lessons we can be thankful for

What are you most grateful for? Financial professional Justin Halverson talked with KARE11 about four financial lessons we can be thankful for.

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How to use your health savings account to its full potential

Open enrollment season isn’t just about doctors and deductibles; financial professional Elijah Kovar talked with KSTP about how your healthcare plan can help you save for the future!

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How to trick ourselves into saving for the future

Saving can be a struggle. If you need help figuring out the tricks to get on track, check out financial professional Barry Bigelow's interview on FOX21. He talked about unique ways you can trick yourself into saving.

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How the election results could impact your finances

Past midterm elections have caused turbulence on Wall Street. As election night approaches financial professional Justin Halverson stopped by KARE11 to explain how the results could impact your finances and what you can do to protect your future.

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Retirement Confidence: Elijah Kovar

How confident are you in your financial future? The 2017 EBRI Retirement Confidence Survey found just 4 in 10 U.S. workers have tried to figure out how much money they will need in retirement...

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Lottery Fever

Lottery winners face some big decisions after hitting the jackpot. Financial professional Nick Foulks talked with WCCO-TV about the first steps to take, including setting a budget.

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Financial Memes

Financial professional Skip Johnson talked with FOX 9 about important financial lessons we can all learn from memes.

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Medicare Open Enrollment

Medicare Open Enrollment is underway and financial professional Justin Halverson talked with KARE 11 about Medicare basics and what’s new for 2019!

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Four haunting financial habits

The scariest thing you see this Halloween might not be a ghost or a goblin! Local financial professional Skip Johnson stopped by FOX9 to share four haunting financial habits and tricks to get back on track.

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4 money moves to make before the year-end

Fall is when we can carve out time to plan for the future and rake in our finances. Financial professional Elijah Kovar talked with KARE11 about the four money moves we should make before the end of the year!

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Social Security Benefits Increase

Social Security benefits will be going up in 2019. Financial professional Skip Johnson talked with FOX 9 about what the increase means for millions and ways to maximize benefits.

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How to make the most of your money

The Federal Reserve is raising interest rates again. What does it mean for your money? Financial professional Justin Halverson talked with KARE11.

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Tips to help workers one day leave the workforce

Many of us have a countdown to retirement, but 68% of US workers expect they will keep working in retirement! Financial professional Skip Johnson stopped by FOX9 to share tips to help retirees enjoy their “golden years” without all the work.

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Women & Financial Stress

According to a recent study, women are more likely than men to worry about running out of money. Financial professional Elijah Kovar talked with KARE11 about how to get our finances in order to minimize stress.

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5 myths surrounding IRAs

When saving for retirement, what you don’t know can cost you! Especially when it comes to where you save your money. Have you been neglecting the IRA? Justin Halverson stopped by KARE11 to clear up 5 myths surrounding this retirement savings account.

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5 myths surrounding IRAs

When saving for retirement, what you don’t know can cost you! Especially when it comes to where you save your money. Have you been neglecting the IRA? Justin Halverson stopped by KARE11 to clear up 5 myths surrounding this retirement savings account.

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3 tips to help you plan for retirement

Planning for retirement used to be fairly predictable - Just ask your grandparents! That’s not the case anymore. Financial professional Nick Foulks stopped by Fox 9 to share three money problems we are facing today and tips to get ahead.

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Tips to save on your back-to-school buys

Take the stress out of budgeting for back to school! Financial professional Barry Bigelow talked with FOX21 about setting a plan for this busy shopping season.

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Financial Cramming for College

High school grads are ready to fly the nest, but there are a couple more classes they need before they can take flight! Financial professional Skip Johnson talked with FOX9 about 3 money lessons your soon-to-be scholar should know before move-in day.

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Make-A-Will Month

When it comes to writing a will, we use every excuse in the book to put it off. Financial professional Justin Halverson talked with KARE 11 about putting an end to those excuses, and the steps to get started writing a will.

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5 tips to balance kids' activities and parents' retirement dreams

Families are stretching their budgets for youth sports without realizing the strain it’s putting on their retirement. Financial professional Skip Johnson stopped by FOX9 to share 5 tips to balance kids’ athletic teams and parents’ retirement dreams.

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4 tips to help you reach your savings goal

More and more people have hit the $1 million milestone in their 401(k)s. Financial professional Nick Foulks stopped by FOX9 to share four tips to help you hit the millionaire mark.

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Ongoing Market Volatility

With the ongoing marketing volatility in 2018, many investors are feeling unsure about their future plan. Check out Barry Bigelow on FOX 21 for tips on how to keep your finances on track.

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College is expensive and it isn't getting any cheaper

Paying for college is expensive and it's not getting any cheaper. On July 1st interest rates on federal student loans went up. Financial Professional, Skip Johnson, joins Fox9 to ease the burden of borrowing.

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Interest rates on federal student loans are going up!

Interest rates on federal student loans for the 2018-2019 academic year are going up! Financial professional Nick Foulks talked with KSTP about what borrowers should know before even taking out a student loan.

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How to cope with ongoing market volatility

Ongoing market volatility is the new reality in 2018. Are you having trouble coping with it? Check out Skip’s latest FOX9 appearance to learn how to create a long-term plan that can provide peace of mind.

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Mid-Year Review

We are now mid-way through the year and it’s time to see if your financial goals are matching up with your current lifestyle. Check out Justin’s recent KARE11 appearance for a 5-point check list for your mid-year financial review.

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Retirement Planning vs. Vacation Planning

Creating a retirement plan takes just as much, if not more time than your annual summer vacations. Check out Barry's FOX21 appearance for tips to help create a long-term retirement plan.

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Planning for the Ultimate Vacation

How much time do you spend planning your ultimate vacation: retirement? Take a look at Skip’s recent FOX9 appearance to learn how to create a financial plan that can lead you through retirement.

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How the TCJA has impacted retirement planning

How does tax reform impact your retirement plans? Check out Elijah’s recent KARE11 appearance for insight on the top ways the TCJA has impacted retirement planning.

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Cryptocurrency 101

Bitcoin and other cryptocurrencies are the new kids on the block in the investment word but there is a lot of misinformation out there. Check out Skip’s latest FOX9 appearance to learn the basics of cryptocurrencies.

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How Millennials Can Prepare to Enter the Real World

With graduation season upon us, how can college grads prepare to enter the workforce on the right financial foot? Barry Bigelow joins FOX21 with some advice.

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Loving and Marriage: When Two Bank Accounts Become One

One of the toughest hurdles in marriage can be getting on the same financial page. Just in time for wedding season, Justin Halverson joins KARE11 to discuss how newlyweds can start of on the right financial foot.

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College Grad: Time to Fund Your Future

Many recent college grads are entering the workforce, but are they prepared to properly manage their finances? Skip Johnson joins FOX9 with some tips both college grads and their parents so that millennials can start on the right financial foot.

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Financial Literacy Month

April is Financial Literacy Month — how knowledgeable are you about your finances? Check out Skip Johnson’s latest FOX9 appearance to tips on how to improve your financial situation, regardless of your age.

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Gig Your Way to Retirement

Many Americas are turning toward “gigging” or freelancing for income but how can you still save for the future when your job doesn’t provide a 401(k) plan? Skip Johnson joins FOX9 with 5 tips to help freelance workers save for retirement.

More

Make the Most of Your Return

Tax season is upon us and many are scrambling to file their tax returns. But before you rush to send in your return – make sure you take advantage of all the deductions available to you.

More

The Cost of Healthcare

Did you know two of the biggest threats to your retirement savings are rising health costs and the potential of facing a catastrophic illness? Check out Skip’s latest FOX9 appearance to learn how to prepare for future health care costs.

More

How to Keep Calm in a Long-Running Bull Market

Recent market volatility may have you feeling a sense of déjà vu as the level of uncertainty surrounding the current U.S. stock market is reminiscent of the emotions many felt in late 2008.

More

How to Prepare for Tax Season

Have you received your W-2 but you’re not sure how best to prepare for tax season? Skip Johnson joins FOX9 with tips on how to properly prepare now so that you’re tax reason runs smoothly.

More

New Year, New Tax Laws

Do the new tax laws have you confused? If you’re wondering how the new policies might impact your bottom line this year, check out Justin’s recent KARE11 appearance.

More

Financial Resolutions for 2018

Happy New Year! Ring in 2018 the right way by making some financial resolutions. Check out Nick Foulk’s recent FOX9 appearance to find out what goals you can set to have a financially successful year!

More

Giving Tuesday and the Charitable Season

After Black Friday Comes Cyber Monday -- and it doesn’t end there. The Tuesday after Thanksgiving is known as Charitable Tuesday, a day dedicated to giving back rather than consuming. So with the charitable season in full swing...

More

Tips to Navigating Open Enrollment Season

Wednesday (11/01) marked the first day of Open Enrollment season, a yearly period where people can enroll in health insurance plans. Many Americans have questions as to whether or not they need to update their healthcare plan.

More

Face Your Financial Fears

Afraid of running out of money in retirement? Worried about funding your kid’s college education? Concerned about rising health care costs? Justin, co-founder of Great Waters Financial, joins KARE11...

More

How technology can make or break your budget

Smart phones have made our lives easier, providing us with a device that not only allows us to easily communicate with our friends and family but also access to the internet and an endless amount of apps.

More

Changing Financial Seasons

Friday, September 22nd marked the first official day of fall. As we transition into a new season, one local financial advisor says this serves as a great reminder that our financial plans...

More

Financial Seasons of Your Life

Friday (September 8th, 2017) marked the first official day of Fall. As we transition into a new season, one local financial advisor says this serves as a great reminder that our financial plans...

More

Does your financial plan need an audible?

Does your financial plan need an audible? With the start of the 2017 NFL season, football is officially here. As the quarterback of your house – are you making the right calls when it comes to your finances? If you’re going down the wrong path...

More

Back to School is Around the Corner

With another school year in full swing, you may be thinking “I can’t believe how fast my kids are growing up!” Unfortunately, time flies when you’re raising a family and before you know it, your children are heading off to college.

More

Don’t Let Your Adult Children Ruin Your Retirement

A recent Merrill Lynch retirement study found that parents who are in retirement give their adult children $6,800 a year on average so they can live more comfortably.

More

Social Security Anniversary

This month marks 82 years since Social Security was first introduced to Americans by President Franklin D. Roosevelt. While the program has played a crucial role in providing a financial safety net for many Americans...

More

August Marks the 82nd Anniversary of Social Security

Social Security is a vital part of many people’s retirement plan, and, while the government program has been chugging along since 1935, more and more older Americans are worried about its future, when to start taking the benefit...

More

Healthy aging & your retirement success

A recent study conducted by the Transamerica Center for Retirement studies found that 82% of workers and retirees globally say their health in old age is a concern. But there is a major disconnect between their concerns about future health...

More

Planning the Ultimate Vacation

Summer is in full gear and for many, that means traveling the country and taking some much-needed time off. But if you’re like many Americans, there’s a good chance you’ve spent more time planning this summer’s getaway than you have planning...

More

Healthy aging & your retirement success

Healthy aging & your retirement success - A recent study conducted by the Transamerica Center for Retirement studies found that 82% of workers and retirees globally say their health in old age is a concern.

More

How technology can make or break your budget

Smart phones have made our lives easier, providing us with a device that not only allows us to easily communicate with our friends and family but also access to the internet and an endless amount of...

More

Gig Your Way to Retirement

Many Americas are turning toward “gigging” or freelancing for income but how can you still save for the future when your job doesn’t provide a 401(k) plan? Skip Johnson joins FOX9 with 5 tips to help freelance workers save for retirement.

More

Make the Most of Your Return

Tax season is upon us and many are scrambling to file their tax returns. But before you rush to send in your return – make sure you take advantage of all the deductions available to you.

More

The Cost of Healthcare

Did you know two of the biggest threats to your retirement savings are rising health costs and the potential of facing a catastrophic illness? Check out Skip’s latest FOX9 appearance to learn how to prepare for future health care costs.

More

How to Keep Calm in a Long-Running Bull Market

Recent market volatility may have you feeling a sense of déjà vu as the level of uncertainty surrounding the current U.S. stock market is reminiscent of the emotions many felt in late 2008.

More

How to Prepare for Tax Season

Have you received your W-2 but you’re not sure how best to prepare for tax season? Skip Johnson joins FOX9 with tips on how to properly prepare now so that you’re tax reason runs smoothly.

More

New Year, New Tax Laws

Do the new tax laws have you confused? If you’re wondering how the new policies might impact your bottom line this year, check out Justin’s recent KARE11 appearance.

More

Financial Resolutions for 2018

Happy New Year! Ring in 2018 the right way by making some financial resolutions. Check out Nick Foulk’s recent FOX9 appearance to find out what goals you can set to have a financially successful year!

More

Giving Tuesday and the Charitable Season

After Black Friday Comes Cyber Monday -- and it doesn’t end there. The Tuesday after Thanksgiving is known as Charitable Tuesday, a day dedicated to giving back rather than consuming. So with the charitable season in full swing...

More

Tips to Navigating Open Enrollment Season

Wednesday (11/01) marked the first day of Open Enrollment season, a yearly period where people can enroll in health insurance plans. Many Americans have questions as to whether or not they need to update their healthcare plan.

More

Face Your Financial Fears

Afraid of running out of money in retirement? Worried about funding your kid’s college education? Concerned about rising health care costs? Justin, co-founder of Great Waters Financial, joins KARE11...

More

How technology can make or break your budget

Smart phones have made our lives easier, providing us with a device that not only allows us to easily communicate with our friends and family but also access to the internet and an endless amount of apps.

More

Changing Financial Seasons

Friday, September 22nd marked the first official day of fall. As we transition into a new season, one local financial advisor says this serves as a great reminder that our financial plans...

More

Financial Seasons of Your Life

Friday (September 8th, 2017) marked the first official day of Fall. As we transition into a new season, one local financial advisor says this serves as a great reminder that our financial plans...

More

Does your financial plan need an audible?

Does your financial plan need an audible? With the start of the 2017 NFL season, football is officially here. As the quarterback of your house – are you making the right calls when it comes to your finances? If you’re going down the wrong path...

More

Back to School is Around the Corner

With another school year in full swing, you may be thinking “I can’t believe how fast my kids are growing up!” Unfortunately, time flies when you’re raising a family and before you know it, your children are heading off to college.

More

Don’t Let Your Adult Children Ruin Your Retirement

A recent Merrill Lynch retirement study found that parents who are in retirement give their adult children $6,800 a year on average so they can live more comfortably.

More

Social Security Anniversary

This month marks 82 years since Social Security was first introduced to Americans by President Franklin D. Roosevelt. While the program has played a crucial role in providing a financial safety net for many Americans...

More

August Marks the 82nd Anniversary of Social Security

Social Security is a vital part of many people’s retirement plan, and, while the government program has been chugging along since 1935, more and more older Americans are worried about its future, when to start taking the benefit...

More

Healthy aging & your retirement success

A recent study conducted by the Transamerica Center for Retirement studies found that 82% of workers and retirees globally say their health in old age is a concern. But there is a major disconnect between their concerns about future health...

More

Planning the Ultimate Vacation

Summer is in full gear and for many, that means traveling the country and taking some much-needed time off. But if you’re like many Americans, there’s a good chance you’ve spent more time planning this summer’s getaway than you have planning...

More

Healthy aging & your retirement success

Healthy aging & your retirement success - A recent study conducted by the Transamerica Center for Retirement studies found that 82% of workers and retirees globally say their health in old age is a concern.

More

How technology can make or break your budget

Smart phones have made our lives easier, providing us with a device that not only allows us to easily communicate with our friends and family but also access to the internet and an endless amount of...

More

5 Tips to Achieve Financial Independence

This week you may have celebrated our country’s independence by firing up the BBQ and setting off some fireworks. But according to one local financial advisor, the 4th of a July also serves as a great reminder for financial independence.

More

Financial Independence

Independence Day may be over but according to one local financial advisor, the 4th of a July also serves as a great reminder for financial independence. Whether you’re a young millennial just starting out with your first job, or if you’re...

More

Fed Rate Hike

Last week, the Fed announced that interest rates will raise .25%. With more rate hikes expected later this year and next year, Great Waters Financial co-founder Elijah Kovar joins WCCO to discuss how higher interest rates...

More

Fireworks, BBQ… and Finances

This Independence Day, you may be ready to fire up the BBQ and set off some fireworks but the 4th of a July also serves as a great reminder for financial independence. According to a recent study by Merrill Lynch, 60% of middle-aged...

More

Financial Advice from your Parents

Should you really take your parent's financial advice? Your Father may have taught you several life lessons – but should you take your Father’s financial advice? Even though we may not realize it, many of us develop our own financial habits by...

More

Planning for the Ultimate Vacation

Summer is in full gear and for many, that means traveling the country and taking some much-needed time off. But if you’re like many Americans, there’s a good chance you’ve spent more time planning...

More

Father knows best...or does he?

He may have taught you how to throw a baseball or how to drive a car – but should you take your Father’s financial advice? Unfortunately, many Americans are currently facing a retirement crisis because they didn’t plan properly.

More

When Two Bank Accounts Become One

Wedding season is here! While this is a time to celebrate love and the beginning of a new life together -- many of us know that one of the toughest hurdles in marriage can be getting...

More

Mid Year Review

Remember those financial resolutions we told you to take at the beginning of the year? That’s right, back in January Skip Johnson provided us with a list of financial resolutions we could make to help set us on the path...

More

Mid Year Review

Remember those financial resolutions we told you to take at the beginning of the year? With June in full swing, we are now mid-way through the year and it’s time to see if your financial goals are matching up with your...

More

When Two Bank Accounts Become One

Love is in the air and wedding season is in full swing! It’s a wonderful time to celebrate love but as many of us know – one of the toughest hurdles in marriage can be getting on the...

More

How Millennials Can Fund Their Future

A new wave of college grads are gearing up to take on the real world but are they prepared for the financial responsibilities that come with a first job? Unfortunately for many, their college education...

More

Stay at Home Parent? Your Retirement Matters

Stay at home parent? Your Retirement Matters Too! If you’re a stay at home mom or dad, your hectic life is probably leaving you with little time to plan for your future. A recent study found that 75% of stay-at-home parents in the U.S. plan...

More

Retirement Confidence: Justin Halverson

How confident are you in your financial future? The 2017 EBRI Retirement Confidence Survey found just 4 in 10 U.S. workers have tried to figure out how much money they will need in retirement...

More

Retirement Confidence: Skip Johnson

More and more people have returned to the workforce from retirement – some because they need the financial boost today, and others because they fear what their finances may look like tomorrow...

More

College Grads Can Fund Their Future

Graduation season is here and many millennials are gearing up to enter the workforce for the first time. Unfortunately for many, college doesn’t provide you with the financial education needed to fully...

More

The Impact of President Trump’s Tax Policies

It’s been a campaign promise that many American’s have been waiting for him to deliver on, and now that President Trump’s tax proposals have been presented, many are wondering...

More

Smart Ways to Utilize Your Tax Refund

Now that you’ve filed your tax return, you may find that you were too generous with Uncle Sam last year, and he owes you a refund. If so – you might already be dreaming of what to do with the extra cash...

More

Credit Score Calculations

There are some major changes coming to how your credit score is calculated. VantageScore, a credit scoring model developed by the three major credit reporting bureaus, is implementing...

More

Tax Freedom Day

April 23rd, Marked Tax Freedom Day is the U.S. – meaning Americans earned just enough to pay taxes at the federal, state and local level. That’s right, you worked nearly 4 months just to pay your taxes!

More

Financial Literacy Month

April is financial literacy month and according to a recent study, Americans have some serious room for improvement. A FINRA study found two out of three U.S. adults “lack financial literacy” and only 37%...

More

Smart Ways to Utilize Your Tax Refund

As you finish preparing your tax return, you may find that you were too generous with Uncle Sam last year, and he owes you a refund. If so – you may already be dreaming of what to do with the extra cash...

More

Financial Literacy Month

April is financial literacy month and according to a recent study, Americans have some serious room for improvement. A FINRA study found two out of three U.S. adults “lack financial literacy” and only 37%...

More

Spring Clean Your Finances

Spring has sprung and for many, deep cleaning is at the top of your to-do list but clearing out the clutter should go beyond just your house. Now is also a great time to dust off your financial plan.

More

Top 5 Tax Deductions You Can’t Afford to Miss

The countdown is on! With the April 18th deadline just weeks away, many are scrambling to file their tax returns. But before you rush to send in your return – make sure you take advantage...

More

Common Misconceptions About Financial Planning

Many misconceptions about financial planning have led many people down the wrong path. Skip Johnson joins FOX9 to identify some of the most common misconceptions about financial planning so you can be confident in your money decisions.

More

Spring Clean Your Finances

Spring cleaning should go beyond just your house! Elijah Kovar joins WCCO with a 3-step guide to help you spring clean your finances.

More

Women & Retirement

Saving for retirement can be a daunting task and if you’re a woman, this can be especially difficult. Women, who outlive men by nearly 5 years on average, face more hurdles when it comes to financial planning.

More

The Luck of the Informed

From Dave Ramsey to Suze Orman, to ever other financial “expert” -- there is plenty of financial advice out there -- but how do know which advice is the best advice?

More

Top 7 Tax Deductions You Can’t Afford to Miss

The countdown is on! With the April 18th deadline just weeks away, many are scrambling to file their tax returns. But before you rush to send in your return – make sure you take advantage of...

More

Top 5 Tax Deductions

The countdown is on! With the April 18th deadline just weeks away, many are scrambling to file their tax returns. But before you rush to send in your return – make sure you take advantage...

More

The Bad Money Habits You Need to Quit Now

On Fat Tuesday you may be planning to do some last minute splurging on sweet treats or other not-so-good-for-you indulgences. But what about those bad money habits...

More

Investing in Today’s Post-Election Economy

All eyes, these days, are on President Donald J. Trump as he moves quickly to enact several of the policies he promised during his campaign. Change, however, can leave investors feeling uncertain, especially when the markets fluctuate...

More

The Tax Deadline

The tax deadline this year is a few days later, Tuesday, April 18, and for some that means putting off the inevitable a little longer. Justin Halverson from Great Waters Financial joins the KARE11 to offer advice on how best to prepare for tax season

More

The importance of taking emotion out of the equation

Should you love your investment strategy? The importance of taking emotion out of the equation: Loving your investment strategy may seem like a good idea – but unlike that special someone in your life, when it comes to investing...

More

Give your spouse a gift that will last: Financial Security

You may have given your loved one some chocolates or flowers for Valentines Day, but what about giving your loved one a gift that will last forever? And no… we don’t mean diamonds! Financial security can leave your spouse feeling...

More

Should you love your investment strategy?

The importance of taking emotion out of the equation: Loving your investment strategy may seem like a good idea – but unlike that special someone in your life, when it comes to investing, emotion should never be in the equation.

More

You’ve got your W-2, now what?

When you receive your W-2 in January, many of us resolve to file early – but not many of us are successful in doing so. Procrastination and taxes go hand-in-hand for many Americans, but taking the right steps...

More

You’ve got your W-2, now what?

When you receive your W-2 in January, many of us resolve to file early – but not many of us are successful in doing so. Procrastination and taxes go hand-in-hand for many of us, but taking the right steps to...

More

3 Steps to Becoming Debt Free in 2017

In December, Nerdwallet released its annual report on American Household Credit Card Debt. According to the study, the average household has $132,529 in debt. And for households that carry credit card debt, it costs them about $1,300...

More

New Year, New President, New Policies

As President-elect Trump prepares to take office many are wondering how his proposed tax policies could impact their bottom line. Elijah Kovar joins WCCO to offer insight into how Americans can best prepare for a President Trump so that they can...

More

Healthy aging & your retirement success

Healthy aging & your retirement success - A recent study conducted by the Transamerica Center for Retirement studies found that 82% of workers and retirees globally say their health in old age is a concern.

More

How technology can make or break your budget

Smart phones have made our lives easier, providing us with a device that not only allows us to easily communicate with our friends and family but also access to the internet and an endless amount of...

More

5 Tips to Achieve Financial Independence

This week you may have celebrated our country’s independence by firing up the BBQ and setting off some fireworks. But according to one local financial advisor, the 4th of a July also serves as a great reminder for financial independence.

More

Financial Independence

Independence Day may be over but according to one local financial advisor, the 4th of a July also serves as a great reminder for financial independence. Whether you’re a young millennial just starting out with your first job, or if you’re...

More

Fed Rate Hike

Last week, the Fed announced that interest rates will raise .25%. With more rate hikes expected later this year and next year, Great Waters Financial co-founder Elijah Kovar joins WCCO to discuss how higher interest rates...

More

Fireworks, BBQ… and Finances

This Independence Day, you may be ready to fire up the BBQ and set off some fireworks but the 4th of a July also serves as a great reminder for financial independence. According to a recent study by Merrill Lynch, 60% of middle-aged...

More

Financial Advice from your Parents

Should you really take your parent's financial advice? Your Father may have taught you several life lessons – but should you take your Father’s financial advice? Even though we may not realize it, many of us develop our own financial habits by...

More

Planning for the Ultimate Vacation

Summer is in full gear and for many, that means traveling the country and taking some much-needed time off. But if you’re like many Americans, there’s a good chance you’ve spent more time planning...

More

Father knows best...or does he?

He may have taught you how to throw a baseball or how to drive a car – but should you take your Father’s financial advice? Unfortunately, many Americans are currently facing a retirement crisis because they didn’t plan properly.

More

When Two Bank Accounts Become One

Wedding season is here! While this is a time to celebrate love and the beginning of a new life together -- many of us know that one of the toughest hurdles in marriage can be getting...

More

Mid Year Review

Remember those financial resolutions we told you to take at the beginning of the year? That’s right, back in January Skip Johnson provided us with a list of financial resolutions we could make to help set us on the path...

More

Mid Year Review

Remember those financial resolutions we told you to take at the beginning of the year? With June in full swing, we are now mid-way through the year and it’s time to see if your financial goals are matching up with your...

More

When Two Bank Accounts Become One

Love is in the air and wedding season is in full swing! It’s a wonderful time to celebrate love but as many of us know – one of the toughest hurdles in marriage can be getting on the...

More

How Millennials Can Fund Their Future

A new wave of college grads are gearing up to take on the real world but are they prepared for the financial responsibilities that come with a first job? Unfortunately for many, their college education...

More

Stay at Home Parent? Your Retirement Matters

Stay at home parent? Your Retirement Matters Too! If you’re a stay at home mom or dad, your hectic life is probably leaving you with little time to plan for your future. A recent study found that 75% of stay-at-home parents in the U.S. plan...

More

Retirement Confidence: Justin Halverson

How confident are you in your financial future? The 2017 EBRI Retirement Confidence Survey found just 4 in 10 U.S. workers have tried to figure out how much money they will need in retirement...

More

Retirement Confidence: Skip Johnson

More and more people have returned to the workforce from retirement – some because they need the financial boost today, and others because they fear what their finances may look like tomorrow...

More

College Grads Can Fund Their Future

Graduation season is here and many millennials are gearing up to enter the workforce for the first time. Unfortunately for many, college doesn’t provide you with the financial education needed to fully...

More

The Impact of President Trump’s Tax Policies

It’s been a campaign promise that many American’s have been waiting for him to deliver on, and now that President Trump’s tax proposals have been presented, many are wondering...

More

Smart Ways to Utilize Your Tax Refund

Now that you’ve filed your tax return, you may find that you were too generous with Uncle Sam last year, and he owes you a refund. If so – you might already be dreaming of what to do with the extra cash...

More

Credit Score Calculations

There are some major changes coming to how your credit score is calculated. VantageScore, a credit scoring model developed by the three major credit reporting bureaus, is implementing...

More

Tax Freedom Day

April 23rd, Marked Tax Freedom Day is the U.S. – meaning Americans earned just enough to pay taxes at the federal, state and local level. That’s right, you worked nearly 4 months just to pay your taxes!

More

Financial Literacy Month

April is financial literacy month and according to a recent study, Americans have some serious room for improvement. A FINRA study found two out of three U.S. adults “lack financial literacy” and only 37%...

More

Smart Ways to Utilize Your Tax Refund

As you finish preparing your tax return, you may find that you were too generous with Uncle Sam last year, and he owes you a refund. If so – you may already be dreaming of what to do with the extra cash...

More

Financial Literacy Month

April is financial literacy month and according to a recent study, Americans have some serious room for improvement. A FINRA study found two out of three U.S. adults “lack financial literacy” and only 37%...

More

Spring Clean Your Finances

Spring has sprung and for many, deep cleaning is at the top of your to-do list but clearing out the clutter should go beyond just your house. Now is also a great time to dust off your financial plan.

More

Top 5 Tax Deductions You Can’t Afford to Miss

The countdown is on! With the April 18th deadline just weeks away, many are scrambling to file their tax returns. But before you rush to send in your return – make sure you take advantage...

More

Common Misconceptions About Financial Planning

Many misconceptions about financial planning have led many people down the wrong path. Skip Johnson joins FOX9 to identify some of the most common misconceptions about financial planning so you can be confident in your money decisions.

More

Spring Clean Your Finances

Spring cleaning should go beyond just your house! Elijah Kovar joins WCCO with a 3-step guide to help you spring clean your finances.

More

Women & Retirement

Saving for retirement can be a daunting task and if you’re a woman, this can be especially difficult. Women, who outlive men by nearly 5 years on average, face more hurdles when it comes to financial planning.

More

The Luck of the Informed

From Dave Ramsey to Suze Orman, to ever other financial “expert” -- there is plenty of financial advice out there -- but how do know which advice is the best advice?

More

Top 7 Tax Deductions You Can’t Afford to Miss

The countdown is on! With the April 18th deadline just weeks away, many are scrambling to file their tax returns. But before you rush to send in your return – make sure you take advantage of...

More

Top 5 Tax Deductions

The countdown is on! With the April 18th deadline just weeks away, many are scrambling to file their tax returns. But before you rush to send in your return – make sure you take advantage...

More

The Bad Money Habits You Need to Quit Now

On Fat Tuesday you may be planning to do some last minute splurging on sweet treats or other not-so-good-for-you indulgences. But what about those bad money habits...

More

Investing in Today’s Post-Election Economy

All eyes, these days, are on President Donald J. Trump as he moves quickly to enact several of the policies he promised during his campaign. Change, however, can leave investors feeling uncertain, especially when the markets fluctuate...

More

The Tax Deadline

The tax deadline this year is a few days later, Tuesday, April 18, and for some that means putting off the inevitable a little longer. Justin Halverson from Great Waters Financial joins the KARE11 to offer advice on how best to prepare for tax season

More

The importance of taking emotion out of the equation

Should you love your investment strategy? The importance of taking emotion out of the equation: Loving your investment strategy may seem like a good idea – but unlike that special someone in your life, when it comes to investing...

More

Give your spouse a gift that will last: Financial Security

You may have given your loved one some chocolates or flowers for Valentines Day, but what about giving your loved one a gift that will last forever? And no… we don’t mean diamonds! Financial security can leave your spouse feeling...

More

Should you love your investment strategy?

The importance of taking emotion out of the equation: Loving your investment strategy may seem like a good idea – but unlike that special someone in your life, when it comes to investing, emotion should never be in the equation.

More

You’ve got your W-2, now what?

When you receive your W-2 in January, many of us resolve to file early – but not many of us are successful in doing so. Procrastination and taxes go hand-in-hand for many Americans, but taking the right steps...

More

You’ve got your W-2, now what?

When you receive your W-2 in January, many of us resolve to file early – but not many of us are successful in doing so. Procrastination and taxes go hand-in-hand for many of us, but taking the right steps to...

More

3 Steps to Becoming Debt Free in 2017

In December, Nerdwallet released its annual report on American Household Credit Card Debt. According to the study, the average household has $132,529 in debt. And for households that carry credit card debt, it costs them about $1,300...

More

New Year, New President, New Policies

As President-elect Trump prepares to take office many are wondering how his proposed tax policies could impact their bottom line. Elijah Kovar joins WCCO to offer insight into how Americans can best prepare for a President Trump so that they can...

More

Financial Resolutions

With the start of the New Year, residents are making fitness, diet and other resolutions for 2017 but instead of making the same ones year after year, why not try something new by setting financial resolutions.

More

3 Steps to Becoming Debt Free in 2017

In December, Nerdwallet released its annual report on American Household Credit Card Debt. According to the study, the average household has $132,529 in debt.

More

Year In Review: Looking Back to Look Ahead

2016 was jammed pack full of major financial headlines. From the Department of Labor’s finalization of the Fiduciary Rule, to another interest rate hike, to a newly elected president...

More

Interest Rate Hike

Last week, the Fed announced that interest rates will rise .25%. The ¼ point rate increase will have little impact, but it signals the fed’s willingness to continue increasing rates. In order to prepare for additional rate increases over...

More

Holiday Talks

With families getting together for the holidays, now is a great time to bring up conversations about money, estate planning and the family’s financial house. Having the entire family together face to face provides a great opportunity to get...

More

Year In Review: Looking Back to Look Ahead

2016 saw some major financial headlines. From ongoing speculation of another interest rate hike, to a newly elected president that will bring new financial policies and proposals, the financial world has seen some major news...

More

End of Financial Year To Do List

There are many end of year financial “to-dos” that consumers need to complete by December 31 to avoid penalties and missed opportunities. Steps can be taken today to make their lives easier come April 15, too.

More

Charitable Tuesday

After Black Friday Comes Cyber Monday but it doesn’t end there. The Tuesday after Thanksgiving is known as Charitable Tuesday, a day dedicated to giving back rather than consuming. But what is the best way to give to charities...

More

Financial House Conversations

With families getting together for the Holidays, Skip Johnson of Great Waters Financial wants to remind Minneapolis residents that this is a good time to bring up conversations about money, estate planning, and financial problems that might...

More

Thanksgiving Conversations

Thanksgiving and the holiday season provides a great time to bring up conversations about money, estate planning, and financial problems that have gone unsaid for years. Now that the family is together face to face, it is a perfect time...

More

2016 Election Impact

The results are in and America’s next president is Donald J. Trump. The news came as a shock to many – and on Wall Street, resulted in an 800-point drop for the DOW futures. So what should investors do now? Should they move quickly?

More

Veterans Day 2016

Veterans Day provides us with a wonderful opportunity to honor our service members and veterans. In honor of the upcoming holiday on Friday, Great Waters Financial co-founder Elijah Kovar has joined WCCO-TV to inform the members...

More

The Stock Market After Election

On election night, the DOW futures dropped 800 points overnight — but quickly recovered before the market opened by Wednesday morning. The market has continued to stay green in the days following, leaving many Americans...

More

National Retirement Week

National Retirement Security Week is held every year during the third week of October and has been recognized by Congress since 2006 in an effort to help American workers get their personal retirement goals on track.

More

Election Result Impact

The results are in – America’s next president is Donald J. Trump. The news came as a shock to many and on Wall Street, resulted in an overnight sell-off Tuesday night. So what should investors do now? Should they act quickly?

More

Retirement Planning Then v. Now

Mom and Dad's advice on planning for your future might not be the best. Financial professional Justin Halverson talked with KARE about 5 ways retirement planning has changed over the years and has tips to prepare for those changes.

More

Blended Families & Blended Finances

Remarriages are on the rise -- in fact, 40% of all new marriages in the U.S. are remarriages for one --or both -- of the partners. Local financial professional Skip Johnson spoke to KMSP about what money steps couples should take before...

More

Women Negotiate Salary

New research shows men are 25% more likely than women to get a raise when they ask for it. So how can women level the playing field? Financial professional Elijah Kovar talked with WCCO-TV about 5 common mistakes people make when asking...

More

Living at Home

Home is where the heart is. It’s also where the young people are! For the first time in 130 years, more young adults are living with Mom & Dad than anyone else (a spouse, a roommate or alone.)

More

Fantasy Football Finances

More than 75 million Americans are now playing fantasy football. While many of us obsess about drafting the right players and making the right moves, financial professional Justin Halverson talked to KARE about how fantasy football...

More

Skip Johnson talks with FOX | Financially Prepare for College

Millions of parents are getting ready to send their babies off to college. But before they fly the coop, there is one more important thing to teach them- money management!

More

Pets & Finance

We know dogs are man’s best friend, but could they be your wallet’s best friend too? Financial professional Skip Johnson talked with FOX9 about 5 ways owning a pet can save you money.

More

State Fair Budget

It’s State Fair Time!! While we all enjoy the “Great Minnesota Get-Together”, the popular twelve days of fun and food can really put a dent in your wallet. But, there are ways to enjoy the fair on a budget and local financial professional...

More

College Student Scams

Beware of financial scams targeting college students. Financial professional Elijah Kovar talked with FOX9 about five of the most common scams: Bogus Student Tax, Tuition Scam, Fake Credit Cards Opt out of marketing lists...

More

Medaling in Money

Professional athletes can teach us some valuable lessons about money. Financial professional Justin Halverson talked with KARE to share the characteristics needed to become a great athlete that are pretty similar to those needed to become wealthy.

More

Summer Spending Hangovers

Summer usually means more fun in the sun, but also spending way more money. After three months of vacations, weddings, camps, concerts and theme parks it’s easy to understand how summer spending quickly got out of hand!

More

FOX9 Interview with Skip Johnson | "How much your job is costing you"

You know how much your paycheck is worth, but did you ever think about how much your job is costing you? Turns out, the average American spends more than $3,000 each year just to go to work!

More

Common 401(k) Mistakes: Skip Johnson | FOX9

Are you making mistakes with your 401(k)? The scary reality is that 75% of American workers believe they’ll outlive their savings, according to a study. But it doesn’t have to be that way. Many of us are making some basic mistakes with our 401(k)s...

More

Tipping Tips with Skip Johnson | FOX9

From servers to stylists... baristas to bellhops - we hand over $40 billion dollars in tips each year! But tipping can be tricky. Financial professional Skip Johnson talked with FOX9 to give a guide on how much you should tip in every situation.

More

Justin Halverson joins KARE 11 | Debt Free Life

Financial freedom means different things to different people. For some, it’s having enough money to live comfortably. For others, it’s never having to work again. No matter your definition, there’s one thing everyone can agree on...

More

Stuck in the 90s | Skip Johnson on FOX9

When it comes to your finances- are you stuck in the 90s? Financial professional Skip Johnson talked with FOX9 about the 5 signs that mean it’s time for an update.

More

Elijah Kovar on WCCO | Teens & Summer Jobs

Teens can take home more than a paycheck from their summer jobs - they can learn life-long money lessons! Families that take the time to go over some of the financial basics can set teens up for financial success down the road.

More

FOX News | Price of a Perfect Life

Parents would do anything for their kids, but there’s one thing they shouldn’t do: go into debt! Nearly half of parents in a recent survey admitted they are spending beyond their means to give their kids the newest clothes...

More

KARE 11 | Rich Money Habits

All millionaires had to start somewhere. Some are born into money and some are self-made. But they all share similar money habits, and we could take some notes. Financial Professional Justin Halverson talked with KARE 11...

More

FOX9 interview | Saving for Summer

It’s easy to let spending get out of control in the summer. Financial professional Skip Johnson talked with FOX9 about 5 ways to cool off summer spending.

More

Good Question: What Does Tuition Pay For?

As many college students are getting ready to graduate, they’re also getting ready to pay back years of loans.

More

Skip Johnson talks Financial Tips from the Jedi Master, Yoda on FOX9

While Star Wars mania reaches new heights, local financial professional Skip Johnson spoke with FOX 9 about a few money lessons we all can learn from one of the galaxy’s most famous Jedi Masters -- Yoda!

More

Skip Johnson, Retire at 75, KMSP, FOX9

Skip Johnson joins FOX 9 to help new graduates start off on the right foot towards financial freedom.

More

When it rains, it pours - in weather and in finances!

When it rains, it pours - in weather and in finances! You should prepare for a financial storm by building a Rainy Day Fund. Financial professional Skip Johnson talked with Fox 9 about the importance of a Rainy Day Fund and how to build one.

More

Elijah Kovar Talks Boomerang Kids with KARE 11

What are the ways financially helping adult kids are threatening their parents’ retirement?

More

March Madness

Skip Johnson discusses fundamental financial planning to see success off the basketball court and in your personal finances.

More

Credit Score Calculations

There are some major changes coming to how your credit score is calculated. VantageScore, a credit scoring model developed by the three major credit reporting bureaus, is implementing...

More

Tax Freedom Day

April 23rd, Marked Tax Freedom Day is the U.S. – meaning Americans earned just enough to pay taxes at the federal, state and local level. That’s right, you worked nearly 4 months just to pay your taxes!

More

Financial Literacy Month

April is financial literacy month and according to a recent study, Americans have some serious room for improvement. A FINRA study found two out of three U.S. adults “lack financial literacy” and only 37%...

More

Smart Ways to Utilize Your Tax Refund

As you finish preparing your tax return, you may find that you were too generous with Uncle Sam last year, and he owes you a refund. If so – you may already be dreaming of what to do with the extra cash...

More

Financial Literacy Month

April is financial literacy month and according to a recent study, Americans have some serious room for improvement. A FINRA study found two out of three U.S. adults “lack financial literacy” and only 37%...

More

Spring Clean Your Finances

Spring has sprung and for many, deep cleaning is at the top of your to-do list but clearing out the clutter should go beyond just your house. Now is also a great time to dust off your financial plan.

More

Top 5 Tax Deductions You Can’t Afford to Miss

The countdown is on! With the April 18th deadline just weeks away, many are scrambling to file their tax returns. But before you rush to send in your return – make sure you take advantage...

More

Common Misconceptions About Financial Planning

Many misconceptions about financial planning have led many people down the wrong path. Skip Johnson joins FOX9 to identify some of the most common misconceptions about financial planning so you can be confident in your money decisions.

More

Spring Clean Your Finances

Spring cleaning should go beyond just your house! Elijah Kovar joins WCCO with a 3-step guide to help you spring clean your finances.

More

Women & Retirement

Saving for retirement can be a daunting task and if you’re a woman, this can be especially difficult. Women, who outlive men by nearly 5 years on average, face more hurdles when it comes to financial planning.

More

The Luck of the Informed

From Dave Ramsey to Suze Orman, to ever other financial “expert” -- there is plenty of financial advice out there -- but how do know which advice is the best advice?

More

Top 7 Tax Deductions You Can’t Afford to Miss

The countdown is on! With the April 18th deadline just weeks away, many are scrambling to file their tax returns. But before you rush to send in your return – make sure you take advantage of...

More

Top 5 Tax Deductions

The countdown is on! With the April 18th deadline just weeks away, many are scrambling to file their tax returns. But before you rush to send in your return – make sure you take advantage...

More

The Bad Money Habits You Need to Quit Now

On Fat Tuesday you may be planning to do some last minute splurging on sweet treats or other not-so-good-for-you indulgences. But what about those bad money habits...

More

Investing in Today’s Post-Election Economy

All eyes, these days, are on President Donald J. Trump as he moves quickly to enact several of the policies he promised during his campaign. Change, however, can leave investors feeling uncertain, especially when the markets fluctuate...

More

The Tax Deadline

The tax deadline this year is a few days later, Tuesday, April 18, and for some that means putting off the inevitable a little longer. Justin Halverson from Great Waters Financial joins the KARE11 to offer advice on how best to prepare for tax season

More

The importance of taking emotion out of the equation

Should you love your investment strategy? The importance of taking emotion out of the equation: Loving your investment strategy may seem like a good idea – but unlike that special someone in your life, when it comes to investing...

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Give your spouse a gift that will last: Financial Security

You may have given your loved one some chocolates or flowers for Valentines Day, but what about giving your loved one a gift that will last forever? And no… we don’t mean diamonds! Financial security can leave your spouse feeling...

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Should you love your investment strategy?

The importance of taking emotion out of the equation: Loving your investment strategy may seem like a good idea – but unlike that special someone in your life, when it comes to investing, emotion should never be in the equation.

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You’ve got your W-2, now what?

When you receive your W-2 in January, many of us resolve to file early – but not many of us are successful in doing so. Procrastination and taxes go hand-in-hand for many Americans, but taking the right steps...

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You’ve got your W-2, now what?

When you receive your W-2 in January, many of us resolve to file early – but not many of us are successful in doing so. Procrastination and taxes go hand-in-hand for many of us, but taking the right steps to...

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3 Steps to Becoming Debt Free in 2017

In December, Nerdwallet released its annual report on American Household Credit Card Debt. According to the study, the average household has $132,529 in debt. And for households that carry credit card debt, it costs them about $1,300...

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New Year, New President, New Policies

As President-elect Trump prepares to take office many are wondering how his proposed tax policies could impact their bottom line. Elijah Kovar joins WCCO to offer insight into how Americans can best prepare for a President Trump so that they can...

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Financial Resolutions

With the start of the New Year, residents are making fitness, diet and other resolutions for 2017 but instead of making the same ones year after year, why not try something new by setting financial resolutions.

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3 Steps to Becoming Debt Free in 2017

In December, Nerdwallet released its annual report on American Household Credit Card Debt. According to the study, the average household has $132,529 in debt.

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Year In Review: Looking Back to Look Ahead

2016 was jammed pack full of major financial headlines. From the Department of Labor’s finalization of the Fiduciary Rule, to another interest rate hike, to a newly elected president...

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Interest Rate Hike

Last week, the Fed announced that interest rates will rise .25%. The ¼ point rate increase will have little impact, but it signals the fed’s willingness to continue increasing rates. In order to prepare for additional rate increases over...

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Holiday Talks

With families getting together for the holidays, now is a great time to bring up conversations about money, estate planning and the family’s financial house. Having the entire family together face to face provides a great opportunity to get...

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Year In Review: Looking Back to Look Ahead

2016 saw some major financial headlines. From ongoing speculation of another interest rate hike, to a newly elected president that will bring new financial policies and proposals, the financial world has seen some major news...

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End of Financial Year To Do List

There are many end of year financial “to-dos” that consumers need to complete by December 31 to avoid penalties and missed opportunities. Steps can be taken today to make their lives easier come April 15, too.

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Charitable Tuesday

After Black Friday Comes Cyber Monday but it doesn’t end there. The Tuesday after Thanksgiving is known as Charitable Tuesday, a day dedicated to giving back rather than consuming. But what is the best way to give to charities...

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Financial House Conversations

With families getting together for the Holidays, Skip Johnson of Great Waters Financial wants to remind Minneapolis residents that this is a good time to bring up conversations about money, estate planning, and financial problems that might...

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Thanksgiving Conversations

Thanksgiving and the holiday season provides a great time to bring up conversations about money, estate planning, and financial problems that have gone unsaid for years. Now that the family is together face to face, it is a perfect time...

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2016 Election Impact

The results are in and America’s next president is Donald J. Trump. The news came as a shock to many – and on Wall Street, resulted in an 800-point drop for the DOW futures. So what should investors do now? Should they move quickly?

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Veterans Day 2016

Veterans Day provides us with a wonderful opportunity to honor our service members and veterans. In honor of the upcoming holiday on Friday, Great Waters Financial co-founder Elijah Kovar has joined WCCO-TV to inform the members...

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The Stock Market After Election

On election night, the DOW futures dropped 800 points overnight — but quickly recovered before the market opened by Wednesday morning. The market has continued to stay green in the days following, leaving many Americans...

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National Retirement Week

National Retirement Security Week is held every year during the third week of October and has been recognized by Congress since 2006 in an effort to help American workers get their personal retirement goals on track.

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Election Result Impact

The results are in – America’s next president is Donald J. Trump. The news came as a shock to many and on Wall Street, resulted in an overnight sell-off Tuesday night. So what should investors do now? Should they act quickly?

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Retirement Planning Then v. Now

Mom and Dad's advice on planning for your future might not be the best. Financial professional Justin Halverson talked with KARE about 5 ways retirement planning has changed over the years and has tips to prepare for those changes.

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Blended Families & Blended Finances

Remarriages are on the rise -- in fact, 40% of all new marriages in the U.S. are remarriages for one --or both -- of the partners. Local financial professional Skip Johnson spoke to KMSP about what money steps couples should take before...

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Women Negotiate Salary

New research shows men are 25% more likely than women to get a raise when they ask for it. So how can women level the playing field? Financial professional Elijah Kovar talked with WCCO-TV about 5 common mistakes people make when asking...

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Living at Home

Home is where the heart is. It’s also where the young people are! For the first time in 130 years, more young adults are living with Mom & Dad than anyone else (a spouse, a roommate or alone.)

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Fantasy Football Finances

More than 75 million Americans are now playing fantasy football. While many of us obsess about drafting the right players and making the right moves, financial professional Justin Halverson talked to KARE about how fantasy football...

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Skip Johnson talks with FOX | Financially Prepare for College

Millions of parents are getting ready to send their babies off to college. But before they fly the coop, there is one more important thing to teach them- money management!

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Pets & Finance

We know dogs are man’s best friend, but could they be your wallet’s best friend too? Financial professional Skip Johnson talked with FOX9 about 5 ways owning a pet can save you money.

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State Fair Budget

It’s State Fair Time!! While we all enjoy the “Great Minnesota Get-Together”, the popular twelve days of fun and food can really put a dent in your wallet. But, there are ways to enjoy the fair on a budget and local financial professional...

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College Student Scams

Beware of financial scams targeting college students. Financial professional Elijah Kovar talked with FOX9 about five of the most common scams: Bogus Student Tax, Tuition Scam, Fake Credit Cards Opt out of marketing lists...

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Medaling in Money

Professional athletes can teach us some valuable lessons about money. Financial professional Justin Halverson talked with KARE to share the characteristics needed to become a great athlete that are pretty similar to those needed to become wealthy.

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Summer Spending Hangovers

Summer usually means more fun in the sun, but also spending way more money. After three months of vacations, weddings, camps, concerts and theme parks it’s easy to understand how summer spending quickly got out of hand!

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FOX9 Interview with Skip Johnson | "How much your job is costing you"

You know how much your paycheck is worth, but did you ever think about how much your job is costing you? Turns out, the average American spends more than $3,000 each year just to go to work!

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Common 401(k) Mistakes: Skip Johnson | FOX9

Are you making mistakes with your 401(k)? The scary reality is that 75% of American workers believe they’ll outlive their savings, according to a study. But it doesn’t have to be that way. Many of us are making some basic mistakes with our 401(k)s...

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Tipping Tips with Skip Johnson | FOX9

From servers to stylists... baristas to bellhops - we hand over $40 billion dollars in tips each year! But tipping can be tricky. Financial professional Skip Johnson talked with FOX9 to give a guide on how much you should tip in every situation.

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Justin Halverson joins KARE 11 | Debt Free Life

Financial freedom means different things to different people. For some, it’s having enough money to live comfortably. For others, it’s never having to work again. No matter your definition, there’s one thing everyone can agree on...

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Stuck in the 90s | Skip Johnson on FOX9

When it comes to your finances- are you stuck in the 90s? Financial professional Skip Johnson talked with FOX9 about the 5 signs that mean it’s time for an update.

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Elijah Kovar on WCCO | Teens & Summer Jobs

Teens can take home more than a paycheck from their summer jobs - they can learn life-long money lessons! Families that take the time to go over some of the financial basics can set teens up for financial success down the road.

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FOX News | Price of a Perfect Life

Parents would do anything for their kids, but there’s one thing they shouldn’t do: go into debt! Nearly half of parents in a recent survey admitted they are spending beyond their means to give their kids the newest clothes...

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KARE 11 | Rich Money Habits

All millionaires had to start somewhere. Some are born into money and some are self-made. But they all share similar money habits, and we could take some notes. Financial Professional Justin Halverson talked with KARE 11...

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FOX9 interview | Saving for Summer

It’s easy to let spending get out of control in the summer. Financial professional Skip Johnson talked with FOX9 about 5 ways to cool off summer spending.

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Good Question: What Does Tuition Pay For?

As many college students are getting ready to graduate, they’re also getting ready to pay back years of loans.

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Skip Johnson talks Financial Tips from the Jedi Master, Yoda on FOX9

While Star Wars mania reaches new heights, local financial professional Skip Johnson spoke with FOX 9 about a few money lessons we all can learn from one of the galaxy’s most famous Jedi Masters -- Yoda!

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Skip Johnson, Retire at 75, KMSP, FOX9

Skip Johnson joins FOX 9 to help new graduates start off on the right foot towards financial freedom.

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When it rains, it pours - in weather and in finances!

When it rains, it pours - in weather and in finances! You should prepare for a financial storm by building a Rainy Day Fund. Financial professional Skip Johnson talked with Fox 9 about the importance of a Rainy Day Fund and how to build one.

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Elijah Kovar Talks Boomerang Kids with KARE 11

What are the ways financially helping adult kids are threatening their parents’ retirement?

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March Madness

Skip Johnson discusses fundamental financial planning to see success off the basketball court and in your personal finances.

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Spring Break Spending

Planning a vacation for spring break? You may think your budget only matters when it comes to booking flights and hotel rooms, but many of us spend way too much while we’re actually on vacation!

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Couples & Money

There’s a disconnect when it comes to couples and their finances! Even though the majority of couples think they’re doing a good job of communicating, many don’t know the basics of their finances.

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Health Savings Accounts

The average person spends more than $1,000 out-of-pocket for medical costs, but while many workers opt for insurance plans with Health Savings Accounts, most don’t know how to use the accounts to their full potential.

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“Phantom Debt” Scam

What’s worse than things that go bump in the night? Phones that ring at dinner time. Financial professional Skip Johnson talks with Fox 9 about a new financial fright called “phantom debt” and what to do if you are contacted.

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Social Security Basics

Most Americans don’t know the basics when it comes to Social Security. The majority of people failed a recent quiz on the topic. And what they don’t know, could cost them. Financial professional Skip Johnson talks...

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Social Security Strategies

Financial professional, Justin Halverson talks with KARE 11 about Social Security strategies for those approaching retirement age.

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