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When will you reach your next Turning Pointe?


Financial Literacy Month 2015: The 3-Way Piggy Bank for the Youngest Ones

masonjars.jpgby Keith Klein

Financial literacy has been a hot topic for me in my career as a Financial Advisor, and in my life as a father.

Strong Dollar- What's That?

image by Omer Wazir Keith Klein


You may have heard that the dollar is “strong” right now. You may have also heard that a strong dollar amounts to a headwind against commodities and stocks.

Is Getting a 401(k) Loan a Good Idea?

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by Maryalene LaPonsie with Keith Klein

Read on Yahoo! Finance


Don’t do it!

That’s the conventional wisdom about taking out a 401(k) loan. And as someone who took out one, left her job and found herself shelling out big bucks in taxes and penalties, I’m not about to argue with conventional wisdom.

However, people stretched financially thin may think otherwise. They may see their 401(k) account as a tempting source of cash. To help those of you thinking about dipping into your account, we want to take a moment to review what you need to know about these loans. I also contacted two Certified Financial Planners so you wouldn’t have to take my word for it.

Got the Stay-at-Home-Mom Blues?

got-the-stay-at-home-mom-blues-how-to-decide-if-you-should-go-back-to-work-1-size-3.jpgHow to Decide If You Should Go Back to Work

By Marissa Torrieri Bloom with Keith Klein

Read on P&G Everyday

Before you conclude whether the SAHM life is for you, ask yourself these six questions.

On the Road: Middle school football players execute life-changing play

A 3-Pronged Strategy for Maximizing the Value of Your Year-End Bonus

photo by Frank Lindecke

Read on

By Kimberly Rotter with Keith Klein

A year-end bonus from an employer is not a chance jackpot. It’s an opportunity to build even more financial security than comes with the bi-weekly paycheck.

If you are fortunate enough to receive a year-end bonus, maximize its value by thinking carefully about how best to use it. Making good decisions about finances now will lead to many years of benefits and eventual financial security.

Financial Health Quiz - The Federal Reserve Bank of St. Louis

Tips to Kick off Your 2015 Financial Resolutions

Great Winter Small Business Reads: Mastering the Rockefeller Habits


by Katie Trusdell with Keith Klein

Read on (National Federation of Independent Businesses)

Part of an ongoing series on, Small Business Book Club

"This book helped one small business owner focus on his business’ basics—core values and goals—to develop an overarching strategic plan."

The Single Woman’s Path to a Happy Retirement

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by Maryalene Laponsie with Keith Klein

As featured on Yahoo Finance


A recent report from the Rand Corp. brought good news. At least, it was good news if you’re married.

According to their research, 71 percent of Americans between the ages of 66 and 69 are adequately prepared for retirement, including 80 percent of married couples. However, if you’re single, that number drops significantly, with only 55 percent of Americans in that category ready to leave the workforce.

While single individuals of both genders can face an uphill battle when it comes to preparing for their golden years, single women seem to face a distinct set of challenges.


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