Articlesby Brett Anderson, President, St. Croix Advisors, LLC
One pastor made a very interesting comment about thinking about the impacts we have left after we pass. That started getting me to think about all the impacts I’ve made along my journey and how many more I’ll make along the way.read more
Doesn’t that seem to be the $64,000 question when you review your finances? You make good money and it seems to never be enough. Where does your money go?read more
It’s not often I’m surprised, but this one really caught me off guard. People actually rent watches. Seriously!read more
Everyone’s definition of financial freedom varies based on their background, upbringing and life experiences. It seems today on TV, social media and movies, we have all types of expectations set forth for us to live up to.read more
It’s not surprising; it’s something I hear on a regular basis. Just change the dollar amount for how much your household makes. I bet most of us can relate especially when you have a couple of kids, mortgage, car payment, are saving for retirement, etc.read more
I don’t know about you, but when you look through your monthly expenses doesn’t it surprise you how much it costs to live?read more
I have to tell you, preparing your home for sale is a pain in the rear, period! I thought hiring a professional would make it easier, but it wasn’t.read more
It’s hard to believe 2017 is coming to an end open enrollment is just around the corner. It’s easy to take your employer benefits for granted.read more
I’m in my office the other day and a friend stops to say “Hi.” Turns out his wife was diagnnosed with cancer and as he continued to share their journey, he made a profound statement, “This wasn’t in the plan!”read more
Today, I had a chance to have breakfast with a friend – a pleasure I get once or twice a year with him. He’s very successful in whatever ways you define success. He owns several great businesses, has a loving family, wonderful kids and happy grandkids that he adores.read more
When was the last time you checked out someone’s shoes? What can someone’s shoes tell you? Is she fashionable, sensible, outgoing or fun? And for some it might be a status symbol. So is it true women can never have enough shoes?read more
Tears of sorrow or tears of joy. That’s the discussion I have with my family about that day I depart Earth in the physical form. As much as my family “loves” me, there will be tears of joy ☺ as Mrs. Anderson now can hire that pool man I’ve denied her all these years.read more
As a man, I’ve been a lifelong learner and by my side is my wife who continually educates me along with way. I’m thankful she’s helped me become a better man. Sure, it’s taken over 26 years and the fact is her job will never be done.read more
$100, $500 or $1,000 or more, per month per employee?
It’s a great question. As a business owner, how much per month do you personally save per employee into your own retirement/savings accounts? Let’s say you own a successful law firm, maybe your number should be $1,000 per month.
Today I’m sitting in the pediatric section at HealthEast’s Woodwinds Clinic. So many new born babies with their moms…so much hope for their future…so many dreams and expectations for what the future holds for them.read more
I call it “vacation in a bottle.” Now I’m not proud of it, but I’m also not ashamed. The fact is that I always take the shampoo and soaps from my hotel stays. And sometimes I ask for a few extra before I leave. Sure one could argue I’m cheap – and you’d be correct – but it isn’t about saving money. It is all about the “vacation in a bottle.”read more
I know, how can I make such a bold request with all the good work non-profits are doing in our community and world. But hear me out so you can make even a bigger impact with your resources then what most people are doing today.read more
This week we’re going to talk about taking it one step further, by putting your own stamp on your success. Unless you personalize your own process, you will never be able to realize your goals. We’ve outlined a seven-step formula that helps you identify your own goal process.read more
What to do when the outcome is not what you expected? Now we know that outcomes can be both unexpectedly bad or good. Let’s get the bad news of out of the way first. Unexpected death or disability is certainly bad news. I know, because I’ve been there.read more
The inevitable: death and taxes. Subscribe to our blog and follow along as we journey through these difficult topics, providing tips to ensure you’re as prepared as possible.read more
The “Transfer-for-Value Rulke” is an important, yet often overlooked, component of life insurance planning, particularly in business. Enacted to prevent tax-free windfalls from life insurance policy speculation, the transfer-to-value rule could come into play without you even knowing it.read more
I’m ready! What’s the next step?