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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HELOC or Home Equity Loan - What's the Difference?
When it comes to tapping into your home’s equity, you’ve got two popular options: a Home Equity Line of Credit (HELOC) and a Home Equity Loan. Both can provide you with the funds you need, but they work in different ways.
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Common Retirement Planning Mistakes to Avoid
Retirement planning is like navigating a ship through uncharted waters. You need a solid plan to steer clear of hidden obstacles and reach your destination smoothly. We explore some common retirement planning mistakes and how to avoid them.
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Tips to Help Your Savings Last Through Retirement
It’s really important you have enough money for retirement. The last thing anyone of us wants is for our money to run out during our retirement years. So, here are our top tips for ensuring your savings last through retirement.
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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.