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Financial Planning for Healthcare Professionals in Rochester, MN and Nationwide

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Pulse Financial Planning in the News

Optimize Tax Savings from Dependent Care FSA and Child and Dependent Care Tax Credit

July 20, 2021 by The White Coat Investor

Changes to the 2021 tax code have made planning for your child and dependent care tax benefits even more crucial than in previous years. By coordinating your Dependent Care Flex Savings Account (DCFSA) and Child and Dependent Care Tax Credit (CDCTC), you could potentially shave thousands of dollars off your tax bill. Matt was honored to have his piece on how to optimize child tax savings featured on The White Coat Investor.

Ways to Use Your Child Tax Credit Payments

June 18, 2021 by CNBC

If you have a child, you will likely begin receiving a payment from the IRS beginning July 15th, 2021. Check out some of the tips Matt contributed on what to do with your check in this article that appeared on CNBC.

Tips From the Pros: How to Use a Credit Card

July 1, 2021 by Money Geek

Check out Matt’s tips on how to use (or teach your kids to use) a credit card effectively in this short article as a contributing expert to MoneyGeek.

How to Talk Retirement Savings With Your Spouse

May 27, 2021 by The Wall Street Journal

When markets turn volatile, it is hard enough for one person to make decisions. Add another person to the mix, and tempers can flare if a couple disagrees about how much of their portfolio to invest in stocks. Matt was honored to contribute to this article in The Wall Street Journal on how to navigate different investment strategies between spouses.

Does Crypto Belong In Your Investment Portfolio?

May 18, 2021 by NextAdvisor in Partnership with TIME

If there’s one thing you should know about investing in cryptocurrency, it’s that you’re in for a roller coaster ride. Values fluctuate by the minute — sometimes drastically — driven by speculation, hype, and even the whims of Elon Musk. Find out Matt’s comments and what things you should consider before making the leap in this article from NextAdvisor in Partnership with TIME.

How to Start Saving and Investing

May 17, 2021 by Money Geek

No matter what age you are, it’s important to put money away for retirement or a rainy day. But if you’re new to investing, it can be difficult to know how to start. Find out Matt’s tips for beginning investors in this article from Money Geek.

Physician Retirement Myths Debunked

February 24, 2021 by MDLinx

An aging physician population means more doctors are preparing for retirement. Unfortunately, there is a lot of misinformation circulating on the do’s and don’ts of retirement planning. Matt discusses a common misconception around municipal bonds, and some NAPFA CFP colleagues add a few retirement myths of their own.

How to Avoid Burnout in Financial Services

December 10, 2020 by Thrive Global

Burnout is a huge problem in the financial services industry. I’d recommend finding a business model that rewards your hard work with recurring revenue. If you are on a never-ending hamster wheel of prospecting and closing business, you will eventually burn out. If your employer is built on this model, consider looking elsewhere. There are plenty of ways out there that financial planners can find fulfillment and earn a living by helping existing clients.

5 Things Every CEO Should Know About Navigating The World Of Finance

November 18, 2020 by Authority Magazine

In an interview about being a leader in the finance industry, I share my experience getting started and succeeding in a rapidly evolving environment. Check out why I think the challenge is worth it and why I love what I do in the full interview.



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