In the News

Year-End Finances

Don’t look now, but 2017 is quickly coming to a close. The most important item on your year-end “to-do” list may not be related to your holiday shopping or parties. Checking your financial list twice could be the best gift you give yourself and your family. Financial professional Larry Kallevig talks with KSTP about five smart money moves.


Trump Tax Plan

Larry Kallevig talks with WCCO radio's Esme Murphy about President Trump's proposed tax reform and what it might mean for 401(k) retirement accounts and your finances.


Health and Wealth

It’s open enrollment season: the time of year to be talking about doctors and deductibles! As you choose your coverage, you should be thinking beyond 2018. It’s a little-known fact your health care plan can play an important part in saving for the future! Financial professional Trey Peterson talked with Business First AM about Health Savings Accounts (HSA) and how workers can use them to their full potential.


Retire in Style

Financial professional Trey Peterson joins Business First AM in Chicago for National Retirement Week to talk about how Americans can save funds in the future.


Simple Steps to Reduce Your Debt

Financial professional Trey Peterson talked with Twin Cities KARE 11 news about simples steps to reducing your debt and proactively seek a better interest rate and putting your money where it counts.


Dating Credit Score

One of the latest trends in dating is all about your credit score! That three digit number is becoming more and more valuable. In fact, nearly 40% of singles want to know a potential mate’s credit score before heading out on a date! Financial professional Trey Peterson talks with Twin Cities WCCO RADIO about ways to boost your credit score and how to talk about finances while dating.

Start by filling out a financial compatibility quiz.

Get your free credit report:  www.annualcreditreport.com

Are you a saver or spender? Take the Quiz here:  https://www.everydollar.com/blog/spender-or-saver-quiz


Fall Financial Expenses

Financial professional Trey Peterson talks with WCCO's Esme Murphy about sports expenses for parents and the financial setbacks of the hurricane season. 


Winning the Powerball

We didn't win the big Powerball jackpot here at Haven but Trey Peterson had some great advice yesterday for folks who are lucky enough to find a financial windfall in their life. 


Wedding Spending

Financial professional Trey Peterson talks with WCCO on why a cheaper wedding may be more beneficial to your relationship and being a "big spender" will not create happiness. 


Credit Score Changes

There are big changes coming to the way our credit scores are calculated. Financial professional Larry Kallevig talked with WCCO radio about how these changes will impact all of us and offered tips to boost your credit score. Visit annualcreditreport.com for more information.


Equal Pay Day

Equal Pay Day is recognized each year on April 4th. The day symbolizes how far into the year a woman must work to earn the same amount a man did in the previous year. Financial professional Larry Kallevig talks with WCCO 830AM radio about how women can level out the financial playing field.

  • Change Your Mindset
  • Ask for That Raise
  • Take Care of Your Credit
  • Build Your Retirement
  • Comparison Shop

Click here for a credit card interest rate calculator.

 


Fed Rate Increases

The Federal Reserve’s decision to raise interest rates will affect Americans many different ways. Financial professional Larry Kallevig talked with WCCO radio about how it will impact the following areas: Stocks, Loans, Credit Cards and Savings. Click here for a calculator to help decide if you should refinance.

 


Avoiding Tax Scams

Every year unsuspecting taxpayers are scammed out of hundreds or even thousands of dollars. Financial professional Larry Kallevig shared some tips with WCCO to help people protect their tax refund and their identity from scammers. Click here to learn the signs of a phishing scam.

 


Can You Afford a Pet?

Owning a pet is more that just puppy love - it’s a pricey commitment! In the first year alone you can spend anywhere from $1,300 - $1,800 on your pet. So how can you have your kibble and eat it too? Financial Professional Larry Kallevig talked with WCCO radio about how you can save so money when it comes to your furry friends! Click here for a "Cost of Pet Ownership" calculator.

 


End of Year Tax Moves

Financial professional Larry Kallevig talked with CCX about taking advantage of every tax deduction you can before December 31st.

 


Year-End Checklist to Save in 2017

The end of the year is just around the corner, but there’s still plenty of time to reduce your tax bill or boost your refund! Financial professional Larry Kallevig talked with WCCO Radio about taking advantage of every deduction you can before December 31st.

Year-End Checklist to Save in 2017:

1. Donate to charities
2. Max out your retirement contributions
3. Review your FSA account
4. Home Tax Breaks
5. Pay College Costs Early

Click here for tips on donating.
Click here for tax break information.
Click here for more information on the American Opportunity Tax Credit.

 

 


Financial Scams Targeting College Students

Beware of financial scams targeting college students! Everything from bogus student tax, tuition scams, fake credit cards, false rental listings and friendly fraud. Financial professional Larry Kallevig talks with Roshini Rajkumar on WCCO 830 Radio about five of the most common scams. 

 


Retirement Savings Goals

Working into retirement has become common for many people in America. Are you on track for a secure retirement or in danger of being forced to work to get by? Financial professional Larry Kallevig joins Jordana Green on WCCO 830 radio talking about retirement savings goals for workers of different ages. 

 


July Money Issues

A lot has already happened to the financial world in 2016. There was a massive money panic after the British exit from the European Union; summer vacation drained many of our wallets; and a change in student loans helped a lot of families. Larry Kallevig talks with Mike Max on WCCO 830 Radio about the issues.

1. British exit
2. Student loan interest rates drop

Click here for a student loan calculator.

3. Summer spending increases

Click here for ideas on how to plan a relaxing staycation.


 Dads and Debt

Parents may not realize it, but their debt is impacting their kids’ behavior and well-being. But, not all debt is created equal! A new study shows unsecured debt, like credit card balances, payday loans and medical bills, are linked to more behavioral problems, while home mortgage and education debt are linked to fewer problems.

Financial professional Larry Kallevig talks with Esme Murphy on WCCO radio about 4 steps to pay off debt. Listen in to find out more!

 

 


 

Veterans Scams

Financial professional Larry Kallevig joins WCCO's News Radio on AM 830 to talk with Jordana Green about financial scams targeting military veterans and their families. Listen in to find out more!

 


 

Estate Plans 101

 

Young or old, rich or poor, there is one part of financial planning that most people are missing - estate planning. 55% of Americans die without a will or an estate plan. Financial professional Larry Kallevig talked with WCCO about estate planning basics.

Estate Planning 101:

  • Financial Power of Attorney
  • Health Care Power of Attorney
  • Living Will
  • Guardian for Children
  • Update Beneficiaries

 

Click here to learn more and start your own living will.


 

 

Tax Refund Tips

For many people, the best part of tax planning is dreaming how to spend their tax refund. Rather than spending the money on a one-time splurge, there are ways to make the money work for your benefit all year long. Financial Professional Larry Kallevig shares some ideas with WCCO radio.

Click here for a debt worksheet.​

 

 


Money Lessons for Thankful Kids

Gratitude: It’s one of the toughest lessons to teach our kids, but one of the most important. How do we show our kids the true spirit of the season? Financial professional Larry Kallevig talked with Jordana Green WCCO-AM about 5 money lessons for raising thankful kids.

Click here for the “Money as you Grow” site guide on how to talk to kids ages 3-18 about money.