Ka-Boom

Ka-Boom

My Dad is a pilot, and a good one at that.  He started the learning process back in the late 80s, motivated to find a quicker way to get to our summer cabin in Northern Minnesota (in an effort to avoid the 4 hours of commercial connections from Lincoln – Minneapolis –...
Charitable contributions deadline looms

Charitable contributions deadline looms

As we approach the end of 2018, those of you who have a Fidelity donor-advised fund (DAF) need to be aware of several tax-related deadlines.  However, before we jump into these deadlines, let’s define two terms tied to DAFs that can be confusing: contributions and...
Identity theft protection

Identity theft protection

Email accounts get hacked every day because of weak passwords.  Phishing campaigns succeed when the receiver unknowingly clicks on a corrupted file or link.  Phone scams continue to prey on the elderly.  Identity theft protection and cybersecurity are top-of-mind at...
Why investment fees matter

Why investment fees matter

Do you know the amount of your monthly cable bill?  How about the price of your cell phone plan?  Now, the million-dollar question: how much are your investments costing you?  Chances are, you can ballpark the first two, but the third is a mystery.  There’s a reason...
Cybersecurity & identity theft

Cybersecurity & identity theft

Cybersecurity is top-of-mind at Pittenger & Anderson.  Read through the following PDF’s to learn some tips for preventing fraud, how to respond to a data breach, and the steps Charles Schwab takes to protect your information. Tips for preventing fraud How to...

Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.