Blog

Filter Blog by:
Creating Awareness Around Life Insurance

Blog

Creating Awareness Around Life Insurance

There’s an old saying that with the stroke of a pen we have the ability to affect generations upon generations of lives. 

Read More
5 Tax Changes We Are Reviewing for Clients

Blog

5 Tax Changes We Are Reviewing for Clients

In line with our desire to make your financial life less stressful, we do our best to share those planning items with you that are most relevant for your situation. We find that when we share the kitchen sink it’s easy to get overwhelmed and forget the important points. However, behind the scenes we are considering and reviewing many different legislative proposals and potential planning opportunities that may apply to your situation. With so many potentially big changes on the horizon, and the potential sunset of some provisions from the Tax Cuts and Jobs Act in 2025 we thought we...read the full article

Read More
Thinking of Social Security as Our Biggest Asset

Blog

Thinking of Social Security as Our Biggest Asset

You might have more money stashed away in the Social Security trust fund than anywhere else. In fact, what you put into Social Security very well might be your biggest asset and future source of retirement income.

Read More
You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!

Blog

You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!

My niece’s hard work in high school paid off, and she had many fantastic options for higher education. Despite being from New Jersey, she chose a liberal arts college halfway across the country in Texas and is about to begin her junior year there.

Read More
5 Risk Factors to Watch in the Third Quarter of 2021

Blog

5 Risk Factors to Watch in the Third Quarter of 2021

Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.

Read More
What to Consider if You Receive the Monthly Child Tax Credit Payments

Blog

What to Consider if You Receive the Monthly Child Tax Credit Payments

The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021. 

Read More
Knowing When to Update Your Estate Plan

Blog

Knowing When to Update Your Estate Plan

From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.

Read More
Tips to Keep Yourself Cool this Summer

Blog

Tips to Keep Yourself Cool this Summer

It is hot here in Minnesota, unseasonably hot! I was talking to a neighbor earlier today who was remarking how cranky he gets when it’s hot. It’s super common to get hot and irritable in the heat. If you are feeling that way or experiencing other signs of heat in the system, such as skin irritation, headaches, acid indigestion, or inflammation, there are some awesome Ayurvedic remedies to help you cool off

Read More
Life Insurance Strategies for Business Owners

Blog

Life Insurance Strategies for Business Owners

Entrepreneur and political figure Andrew Yang drew an important analogy between parenting and owning a business: “If you knew what it entailed you might not get started. But you’re glad you did.” Like parenting, owning a business involves sleepless nights, cold meals and an unbelievable amount of energy, but it’s also an enriching journey and makes life worth the trip.

Read More
Your Values & Your Wealth: Sustainable Investing

Blog

Your Values & Your Wealth: Sustainable Investing

Your Values & Your Wealth: Sustainable Investing  A discussion on ways to incorporate sustainable investing with Kiley Miller, Associate Portfolio Manager – Impact Portfolios at Envestnet  

Read More