您的理财计划,Sirius Business XM Radio, 2016年6月21日– CFP(r)Rick Epple首次参加国家广播–昨天,我在国家广播节目中首次亮相。  I helped host, Kent Smetters answer listener questions on 的 “Your 钱” program on Sirius XM Business Radio.  I was a little nervous in 的 beginning, but I enjoyed 的 experience. 很高兴听到并帮助回答来自我们国家/地区的人们的不同类型的问题。 //businessradio.wharton.upenn.edu/programs/your-money

湖人报纸, 2016年6月18日 Nicole Brodzik撰写了“ OLL推出新的学费计划”。  Rick Epple was quoted in 的 文章 regarding his role as school board member.

Wayzata读者’ Choice Award, 2016年1月–祝贺CFP®Rick Epple – Aurochs金融Group for being awarded 的 Readers’ Choice Award for Best Financial Planner by our readers in Wayzata!  The Readers’ Choice Award is an annual contest that was published online and in 的 SUN Newspapers.  http://www.joomag.com/magazine/rca-sailor-rca-2016-wayzata/0005217001453496436

NAPFA顾问杂志,2015年10月–“实践资料– Where are 的y now?” was written by Bridget McCrea.  NAPFA顾问杂志 checks in with Rick Epple and Aurochs金融Group, LLC. five years later after Rick was featured in 的 October 2010 issue.

沙漠新闻,2015年5月25日–杰夫·沃里奥(Jeff Wuorio)撰写了“指数基金:实现稳定投资绩效的低成本方法”。  Rick Epple is quoted in 的 文章.  http://www.deseretnews.com/article/865629351/Index-funds-A-low-cost-way-to-solid-investing-performance.html

美国新闻& World Report,2013年12月2日–“ 2013年5个重要的年终退休储蓄截止日期”由Emily Blount撰写。 CFP®的里克·埃普尔(Rick Epple)接受了关于年终税收筹划策略的经验和想法的采访。

NAPFA秋季会议–演讲者, October 8-11, 2013, Philadelphia, PA, “Solo Session – Boosting Your Solo Practice through Technology Tools.” – Rick Epple presented his practice plan to 的 NAPFA organization and his steps to provide his 客户s with state of 的 art access to 的ir financial plans through 的 use of private 客户 portals.

牙科产品报告杂志, April 2013 –Rick Epple, CFP® of Epple Financial Advisors, LLC. has been selected by Dental Practice Report magazine as one of 的 “2013 Best Financial Advisers for 牙医 in America” list in 的ir April 2013 edition.

华尔街日报,2013年4月2日– “Don’失去业务给虚拟顾问” was written by Veronica Dagher. Rick Epple, CFP(r) was interviewed and contributed to 的 文章 about his experience with working with 客户s he had never met in person. Click here for 的 文章: http://online.wsj.com/article/SB10001424127887323296504578398311665576302.html

顾问4顾问,2012年6月8日– “一名从业者如何通过客户门户扩展其RIA” was written by Andy Gluck. Rick Epple, CFP® was interviewed about his experience in implementing technology into his practice to better serve his 客户s.

牙科产品报告杂志, April 2012 –Rick Epple, CFP® of Epple Financial Advisors, LLC. has been selected by Dental Practice Report magazine as one of 的 “2012 Best Financial Advisers for 牙医 in America” list in 的ir April 2012 edition.

精明理财杂志,2011年9月–“创业可以毁了你的退休吗?”由Catey Hill撰写。

For older Americans determined to start 的ir own business, advisers recommend starting with a retirement plan; but less than half of small-business owners are covered by one, says Lichtenstein. Owners have four flavors to choose from — Simple IRA, SEP IRA, 401(k) or defined benefit plans. Business owners with no employees should opt for 的 individual 401(k) or 的 SEP IRA, says Rick Epple, owner of Epple Financial Advisors in Wayzata, Minn.
http://www.smartmoney.com/retirement/planning/can-starting-a-business-ruin-your-retirement-1315519045873/?link=SM_mostemailed

JoanFriedlander.com博客,2011年8月–琼·弗里德兰德(Joan Friedlander)撰写了“喜怒无常的市场-回顾风险能力的好时机,规划财务独立的牙医”。

“I am amazed at 的 major swings when nothing has changed fundamentally from day to day except people’s emotions.”~ Rick Epple, Epple Financial
http://www.joanfriedlander.com/moody-market-risk-capacity/

西北牙科杂志,2011年5月6日,CFP®的里克·埃普尔(Rick Epple)撰写了“牙医计划实现财务独立”。  As we complete 的 first quarter of 2011, are you thinking, I have been working as a dentist for a number of years, and while I make a good income, I have no idea if I am on track for retirement? How do I take control of my future? The following process can be used to start you on your way. http://www.mndental.org/features/2011/06/28/305/dentists_planning_for_fi…

牙科产品报告杂志, April 2011 –Rick Epple, CFP® of Epple Financial Advisors, LLC. has been selected by Dental Practice Report magazine as one of 的 “2011 Best Financial Advisers for 牙医 in America” list in 的ir April 2011 edition.

华尔街日报之声,2010年11月30日–“语音:Rick Epple,使用可互相交谈的工具”。  Rick Epple was interviewed for an 文章 about his practice and his steps to provide 的ir 客户s with state of 的 art access to 的ir financial plans through 的 use of private 客户 portals

NAPFA顾问杂志,2010年10月–由Bridget McCrea撰写的“ Changing Gears”。  Rick Epple and Epple Financial Advisors, LLC. were featured in 的 Practice Profile section of 的 NAPFA顾问杂志.

明尼阿波利斯星论坛报,2010年9月24日–“在信任财务顾问之前先问问题”是Kara McGuire写的。  I put 的 question to Rick Epple, a certified financial planner and owner of Epple Financial Advisors in Wayzata. http://www.startribune.com/lifestyle/yourmoney/103715724.html?elr=KArks:…

NAPFA顾问杂志,2010年7月–“经验教训和应用经验”由NAPFA主席Bill Baldwin撰写。  Rick Epple, chair of 的 Midwest Region, worked with Ellen and our consultant Ben Lewis on a task force that proposed a series of goals and conditions for partnerships. The new document asks detailed questions and sets criteria that will help us assess each opportunity objectively. In April, 的 Board reviewed and approved 的ir work.

NAPFA顾问杂志,2010年6月–“多渠道可以带来营销成功”由Kevin Adler撰写。 对于明尼苏达州Wayzata的NAPFA成员Rick Epple来说,提供一流的服务也创造了强大的推荐流程。 进入业务领域后,Epple专注于企业主,而他现在已将这一细分市场进一步完善给牙医。 他说:“我们已经建立了北方牙科联盟…与牙医合作的商业专家,” “我们共有八个人-律师,市场营销人员,银行家,实验室建设等。我们在网上和明信片上进行宣传,并参加牙科贸易展览。”

NAPFA全国会议,2010年5月21日–“目前的工作方式: NAPFA成员和行业专家Marie Swift分享了他们最好的营销理念” NAPFA成员Rick Epple,CFP®是NAPFA全国会议的发言人。

财务顾问杂志2010年5月,David J Drucker撰写了“朋友的帮助”。   Rick Epple is mentioned in 的 文章.

NAPFA顾问杂志,2010年5月–“ NAPFA与两个新合作伙伴建立联系”   “I’m very pleased with 的 work of 的 Partnerships Task Force in just its first few months,” said Turf. “信用归NAPFA成员Rick Epple和Greg Phelps,以及我们的顾问Ben Lewis。”

顾问观点, February 2010 – “Six Ways to Make 的 Most of your Web Site” CFP®的Rick Epple接受了一篇有关网站营销的文章的采访。  The 文章 was written by Nancy Opiela and during 的 interview, we discussed various aspects of my website including 的 implementation of a private portal for each 客户 and 的 “Smart Decision Process”.

NAPFA顾问杂志,2009年12月,“ MIX小组获得新成员” NAPFA的工作人员和MIX小组联络人Rick Epple已将近50个新成员添加到NAPFA的MIX(管理信息交换)小组中。

Hradsky praised Epple for recruiting and reviewing MIX Group applicants so that 的y could be directed into 的 appropriate groups. 瑞克(Rick)做得很好,并同意成为我们2010年的“混合大师”。

明尼阿波利斯星论坛报, November 22, 2009 – “Financial advisers don’t all follow 的 same rules” was written by Kara McGuire.  Investors also must pay attention to 的ir investments, whether working with a broker or an investment adviser. “The consumer still needs to be diligent. They need to understand 的 reason for 的 recommendation, 的 ‘whys’ behind it,”Rick Epple说,他是Wayzata认证的财务规划师,曾参与NAPFA’专注于信托活动。

西北牙科杂志,2009年7月8日–CFP®的里克·埃普尔(Rick Epple)撰写了“税收法鼓励2009年的企业购买”。

President Obama signed 的 American Recovery and Reinvestment Act (ARRA) into law on February 17, 2009.  The new law includes significant incentives to encourage equipment purchasing this year. You may be asking yourself, is 的re any benefit to me? The short answer is “perhaps”. With some quick planning and implementation, you could realize a sizeable benefit.

明尼阿波利斯Star Tribune视频& 博客,2009年4月13日–“当Suze Orman不打回电话时,您会怎么做?”由Jown Ewoldt撰写。  He interviewed Rick Epple regarding National Association Personal Financial Advisor’s stop in 的 Twin Cities

现在,奥普拉(Oprah)似乎将其称为Suze Orman, the 国家的财务规划师”,越来越难以让她回电。幸运的是,韦扎塔(Wayzata)认证的财务规划师里克·埃普尔(Rick Epple)为可能 want some assistance. Rick is part of 的 钱 Bus tour coming to 的 Twin Cities Friday at 的 明尼阿波利斯 downtown public library from noon to 3 p.m. and 的 Metrodome from 5 to 7 p.m. Epple describes 的 bus tour in 的 Dollar Duo video running after noon Tuesday and at www.yourmoneybus.com.

我要求Epple提供资源来帮助人们找到有经验的人 financial planner who will take a new 客户 without a six or seven figure savings account. I also asked for resources for 的 do-it-yourselfer. Here are some of his recommendations…

牙科医生杂志,2008年11月– Michael Weber撰写了“协助明尼苏达州牙医的北方牙科联盟”。  NDA was 的 brainchild of NDA’s two founding members, Rick Epple, Certified Financial Planner with Epple Financial Advisors, and Dick Chwalek, a dental marketing consultant with Niche Dental.

明尼阿波利斯星论坛报,2008年10月19日,卡拉·麦奎尔(Kara McGuire)写道:“在危机中,财务顾问也需要帮助”。 她回顾了提高储蓄的想法。  She asked Rick Epple and was quoted in 的 文章.

投资新闻,2008年7月28日–“金融,抵押债券仍在目标基金中大量存在”,作者是Lisa Shidler。 设立目标日期资金是轻松解决方案,以帮助参与者多元化’ portfolios. However, advisers are worried that many participants in 的se funds might not want to be so heavily weighted in 的se two sectors.   Investors shouldn’位于明尼苏达州韦扎塔的Epple Financial Advisors LLC的财务顾问Rick Epple说,在任何一个领域的投资都超过5%。

“简单的答案是,是的’s too much exposure,” he said. “那似乎很高,我’m sure investors don’t realize what 的y have in 的ir portfolio.”

Bankrate.com,2008年7月14日–杰伊·麦克唐纳(Jay MacDonald)撰写了“何时终止任期终身保单”。 Rick Epple是明尼苏达州Minnetrista的Epple Financial Advisors的认证财务计划师,他说,他的许多客户都是夫妇,他们坚持他和她的任期政策,“grief insurance”必要的时间很长之后。  “I think it’s a comfort level,” he says. “It’不是(收入的)巨大倍数,但是’如果有事情发生,我们将给他们一年的康复时间。  “当我这样看时,成本是’这非常昂贵,所以对我来说很有意义。它’s not, ‘Oh, you’重新做出这个可怕的决定!”

NAPFA信托活动, February, 2008 – Rick Epple, CFP® of Epple Financial Advisors was interviewed by Ben Lewis of Perception, Inc for 的 National Association of Personal Financial Advisors’ (NAPFA) Focus on Fiduciary Campaign (http://www.focusonfiduciary.com/podcast/FOF_Show_29_REpple_VF2.mp3).  Rick was asked for his insight and experience in acting as a fiduciary for his 客户s.

明尼阿波利斯星论坛报,2007年12月20日–“更多研究表明,我们’没有足够的储蓄。问题是:我们应该怎么做?”由Kara McGuire撰写。 她回顾了提高储蓄的想法。 她问Wayzata认证的财务规划师Rick Epple。 开始每年节省3,000美元,在45岁时可赚6%,而您’ll抽出$ 60,000并在65岁时拿出约$ 120,000。在20岁时以相同的金额开始’在45年内将拥有大约700,000美元。是的,在第二个示例中,您投资了75,000美元,但要多花一些钱。 Epple说,不看数字,“确实很难克服。”

NAPFA信托活动,2007年6月–CFP®的里克·埃普尔(Rick Epple)被纳入了开始在 全国消费者杂志。  Rick is very excited to be a part of 的 effort to get 的 word out about 的 importance of working with a financial planner that puts 的 client’最好的利益第一。 http://www.focusonfiduciary.com/Flyer_Wanted.pdf  

NAPFA顾问,2007年5月–各地区选举新领导人
NAPFA的成员在四月份的地区选举中选举了新的董事会成员。 区域委员会成员为:
中西部: 里克·埃普尔和伊恩·博伊斯
东北: 马丁·霍普金斯,劳伦·洛克,马特·威兹曼和乔恩·扬基
南: 约瑟夫·贝丁菲尔德,谢丽尔·谢拉德(汉考克)和凯茜·帕累托
西方: 琳达·莱兹(Linda Leitz),斯科特·伦纳德(Scott Leonard)和克里斯托弗·范·斯莱克(Christopher Van Slyke)

“The commitment of our members to support 的 organization with 的ir time and effort is essential to our success,” said NAPFA Chair Dick Bellmer. “在这些地区,我们产生了许多重要构想,并测试了许多新程序。”

明尼阿波利斯星论坛报,2005年5月15日–“与现金有关的5件事” 由Susan Feyder撰写。  She reviews ideas for graduates to do with 的 money 的y receive as gifts. 她问Minnetrista的Epple Financial Advisors的Rick Epple。 Epple建议健康保险是新毕业生应优先考虑的事情。   Epple added that graduates also should consider long-disability insurance to protect 的ir biggest asset – 的ir earning power.

父母杂志&网站(Parents.com), April 2005 – “Can You Afford to Quit Work?” was written by Kristin Davis, she reviews 的 strategies available to a family to have one of 的 parents quit work.  She reviews 的 issues including how to manage 的 transition: 仍不确定是否可以摆动它?尝试以一种收入生活几个月’明尼苏达州Minnetrista的注册金融计划师Rick Epple建议,双方都仍在工作。

If you have to choose between 的 two, college savings can go on 的 back burner. “还有其他支付大学费用的方式,例如勤工俭学和学生贷款,” Epple says. “You can’借用退休之路。” However, one retirement account that can do double duty is 的 Roth IRA. You may be able to withdraw from that without penalties to pay tuition bills.

财富杂志&网站(Fortune.com),2004年7月–“ 2004年退休指南: 资金经理:在哪里存放大学储蓄,三个地方进行投资”由Janice Revell撰写。  She reviews three common vehicles that parent’s choose to invest funds for 的ir children’s education. Minnetrista Minn的财务规划师Rick Epple表示:“这是对冲您赌注的好方法。”当被问及罗斯IRA为什么可以成为省钱的好工具。

给我答案的贡献$–个人理财指南,(2004年6月)  –  Rick Epple 最近写了一本新书《请给我答案$:专家顾问解决您最紧迫的财务问题》(迪尔本贸易出版社,  2004年6月)。本书由Sheryl Garrett与Marie Swift和The Garrett Planning Network共同撰写,其中包括来自100多位付费理财计划师(包括我本人)的建议,涉及广泛的主题。这份基本的资金指南以易于理解的问答形式列出,它为您最紧迫的财务问题提供了直接的答案。

The Garrett Planning Network, of which I am a member, was founded in 2000 by nationally recognized financial planner, Sheryl Garrett. Sheryl was recently named as “one 的 most influential people in financial planning” (Investment Advisor magazine, May 2003). Look for Just Give Me 的 Answer$ wherever books are sold in June 2004! Please visit www.GarrettPlanningNetwork.com for more information about 的 book and 的 nation’每小时按需的首要计划者网络。

Kiplinger的个人理财网站(Kiplinger.com),2003年7月11日,“卡梅伦·哈德斯顿(Cameron Huddleston)”撰写了“最好的大学储蓄赌注”。  She reviews 的 previous strategies available for college savings and whether 的 new tax laws alters those recommendations. 她向Minnetrista Minn的Epple Financial Advisors的Rick Epple征求意见。 “我仍然认为529计划是节省大学费用的绝佳工具。”   Also, Epple and Konetzny recommend that many of 的ir moderate-income 客户s use a Roth IRA for college savings.

金融规划协会:  Solutions Magazine,2003年7月/ 8月–编辑服务经理Tim Johnson采访了Rick Epple,采访了有关本地金融规划协会分会如何使学生参与分会活动的文章。  Rick outlined how 的 FPA of Minnesota Chapter offers three types of scholarships to allow students 的 opportunity to network and to learn more about financial planning as a career.

基普林格的个人理财,2003年5月–“大学储蓄的新规则:  Tuition Submission” was written by Kristin Davis, she reviews 的 strategies available today to save for college.  She asked Financial Planner Rick Epple of Minnetrista, Minn. for help in understanding 的 ROTH IRA option.  “Retirement savings should come first, Epple says, and 的 Roth gives a family ample flexibility to decide later how much to tap for college expenses.”

明尼苏达州通讯社的FPA, March 2003 – As Director of Career Development, Rick Epple wrote an 文章 for 的 FPA of MN Newsletter to promoter 的 FPA internship program. 这篇文章描述了雇用实习生的公司的潜在利益。  The 文章 also included a listing of 的 Career Development Committee Members and some of 的 other activities that are planned.

,2003年1月–“并非每一个关系都必须是长期的承诺,”沃尔特·厄普德格雷夫(Walter Updegrave)说道“Ask 的 Expert” column. “我们大多数人最终将面临的问题是’是否需要建议,但如何以对我们有用的方式获得建议?”您需要总体规划,一些反馈还是仅回答一个问题?他建议您考虑考虑聘请顾问作为问题解决者或顾问。“当您突然遇到计划者所说的“触发事件”时,情况就好极了,这种情况或问题中,财务风险很高,以至于顽固的动手做人也需要咨询专业人士。” “明尼苏达州Minnetrista的最近一位客户的计划者里克·艾普尔(Rick Epple)必须从出售母亲的房屋中获得20万美元的利润,以赚取收入,以帮助支付母亲在辅助生活住宅中的支出。”

NAPFA顾问,2003年1月–NAPFA Advisor Editor, Kevin Adler, interviewed and quoted Rick Epple in his 文章 “Members Launch Two New Local Study Groups”.  Rick provided insights into why he helped start 的 Minnesota NAPFA Study Group and its vision for 的 future.

华盛顿邮报,2002年12月19日–“金钱的颜色”专栏作家米歇尔·辛格塔里(Michelle Singletary)在明尼苏达州米尼里斯塔(Minnetrista)的Epple Financial Advisors LLC的GPN成员Rick Epple采访并引用了她的文章“关于长期医疗保险,采用知情的政策”。 ”这是Rick帮助Singletary女士处理长期护理保险的两篇文章的第二篇。 瑞克提供了有关在哪里购买长期护理保险的见解,并帮助解释了包括本提示在内的哪些可用保单功能:当被问及读者应选择淘汰期限多长时,瑞克提出了以下建议。 他说:“我更希望我的客户选择更长的淘汰期限并增加他们的受益期限。” 如果您选择更长的淘汰期限,则需要节省一些费用。

华盛顿邮报,2002年12月15日–“金钱的色彩”专栏作家米歇尔·辛格里(Michelle Singletary)在明尼苏达州米尼里斯塔的Epple Financial Advisors LLC的GPN成员采访并引用了GPN成员的文章“长途价格保险”。这是Rick帮助Singletary女士处理长期护理保险的两篇文章的第一篇。瑞克提供了有关正确使用长期护理保险的一些关键见解,包括以下提示:当问到读者是否应考虑购买长期护理保险时,瑞克回答了这个问题,他说:“我认为这是人们真正需要关注的问题。 Epple说,“但他们必须弄清楚它如何适合他们的整体财务计划。”

Kiplinger个人理财,2002年11月–“您可以花1000美元买多少财务建议?如果您与收取费用而不是佣金的理财规划师打交道,那么大律师就可以购买相当全面的年度检查。” “或者,您可以在财务的一两个方面购买深入的检查。如果计划者按小时收费,则$ 1,000可为您提供五到八个小时的时间。那’通常足以涵盖两个或三个令人关注的领域,例如投资组合和退休计划审查,以及大学储蓄或税收计划建议。作者举了一个例子:

“以1025美元的价格,位于明尼苏达州Minnetrista的Epple Financial Advisors的Rick Epple最近完成了针对20多岁夫妇的更全面计划,其中包括投资审查和建议,退休储蓄计划,大学储蓄建议(这对夫妻希望有两个孩子),为住房筹措资金的建议以及他们的保险政策的审查。”  What $1,000 won’买是有人定期管理您的投资,进行复杂的房地产规划或确保您’重新遵循计划者’的建议。可以通过全国个人理财顾问协会或Garrett规划网络找到收费的财务规划师,其成员按小时收费,可根据需要收取或多或少的建议,” Kiplinger的文章总结道。

华盛顿邮报,2002年11月21日–“金钱的颜色”专栏作家米歇尔·辛格塔里(Michelle Singletary)在明尼苏达州明尼塔拉的Epple Financial Advisors LLC的GPN成员Rick Epple采访并引用了她的文章“称重人寿保险?考虑所有变量。”瑞克提供了一些有关正确使用人寿保险的关键见解,包括以下提示:当问到读者是否应考虑为孩子购买人寿保险时,瑞克重申了读者的担忧,即孩子可能会发生某些事情,或者孩子可能无法购买保险。未来。 “你应该问问自己是否’值得为一个可能永远不会发生的事情支付20年的孩子保险费。一般来说,您应该购买当前需要的保险,” he said. “虽然很显然,儿童的死亡是不幸的,但这通常不是造成经济损失的事件。”

加勒特规划网网站, June 2002 – Rick Epple wrote an 文章 titled “Straight Talk 关于 Fees” for 的 Garrett Planning Network journalist website.  In 的 文章 Rick described how financial planners are compensated and provided valuable advice on what to look for when interviewing a financial planner.

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