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Insight and Events
Most professionals have the opportunity to belong to a professional association, and financial planners are no exception. The Financial Planning Association® (FPA®) is the country’s largest membership organization for Certified Financial Planning (CFP®) professionals.
Q&A with Matt Berhow
Q: How do you explain the concept of life insurance? What kinds of categories do you use?
Click here to read about Protecting Your Loved Ones with Life Insurance.
The Affiance Team believes in finishing what we start. Meet our two newest members: Dena Sogn, Client Service & Systems Specialist and Molly Andersen, Communications Coordinator:
September is National Life Insurance Awareness Month, and in observance we will be sharing information throughout the month in an effort to educate our friends and clients about this important component of a healthy financial plan.
Q&A with Andy Fishman
We’ve all heard the old adage: charity begins at home. But is that always the best idea?
Affiance has put together a comprehensive whitepaper on long-term care. Click here to download.
August is Family Meals Month. In recognition, we are highlighting one of our favorite local nonprofit organizations, the Emergency Foodshelf Network (EFN).
In June, news broke that Medtronic Inc., a Fridley-based company that’s risen to the top of the medical-device industry, was engaging in “advanced talks” to acquire Dublin-based Covidien PLC. The deal, worth $42.9B*, would allow Medtronic to effectively move its headquarters to Ireland, where it will enjoy a low corporate tax rate of 12.5%.