Financial Fridays with Bob Gustafson Bob Gustafson, Triton Financial Group
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- Education
Financial education in less than 10 minutes. Host Bob Gustafson provides financial education on all aspects of comprehensive financial planning including cash flow analysis, retirement planning, risk management, investment management, tax management and estate planning.
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Roth IRA Conversion: Is It Right for You?
If you have managed to save for retirement using a traditional IRA or 401(k), you may wish to consider doing a Roth IRA conversion. There are some good reasons for doing so, most of which include managing taxes. But should you go that route?
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Charitable Giving through Estate Planning
Charities rely on donations and for many donors, charitable giving is important to them. Many include charitable donations as part of their estate plan. So, whether you want to donate to an organization or cause that you are passionate about or help your school or university, there are steps you can take to ensure your money actually gets to them.
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The Impact of Aging on Financial Decision Making
As humans get older, our bodies aren’t what they used to be, and neither are our minds. When it comes to financial decision making, it’s up to you to recognize the need for a transition plan.
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Pros and Cons of Long Term Care Insurance
If you think you may need long term care insurance to provide for personal care and wellness in the future, learn more before you invest.
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Active vs Passive: Which Investing Strategy is Best?
The debate of active vs passive investing has been raging since the 1970s. Proponents on both sides offer up what they believe to be objective evidence that supposedly supports their respective positions. If you are not that familiar with the active vs passive debate, let me briefly explain.
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Factors to Consider Before You Invest in Real Estate
People often wonder if they should invest in real estate. Depending on who you ask, opinions will vary. Real estate investment can be a lucrative and rewarding venture, but it's essential to tread carefully and thoughtfully because not everyone is cut out to own real estate.