Blog

  • Ep. 38: Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding

    7.26.2025

    Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement…

    Read More
  • 3 529 Plans for parents

    3 529 Plans For 3 Types of Minnesotan Nice Parents

    5.24.2019

    For those of you that don’t know, a 529 account is a tax-advantaged education funding account. It…

    Read More
  • parents approach to college funding

    The College Approach

    4.24.2019

    Parents take many different approaches when it comes to college funding for their kids. The approach taken…

    Read More

  • Overconfidence, The Final Four, & The CFA Wealth Management Conference

    4.10.2019

    As I was buzzed through the appropriate doors and circumnavigated the new security system at my son’s…

    Read More

  • Bad People

    4.10.2019

    “I am ashamed of the pain I have caused my daughter, my family, my friends, my colleagues…

    Read More

  • Skin In The Game

    2.9.2019

    The conversation is rarely easy. If they haven’t already brought it up, I know the probability of…

    Read More

  • Don’t Miss Your Target

    2.8.2019

    Moving from a pension-driven retirement to a 401k-driven retirement has not been easy. Because the employee not…

    Read More

  • A Common Mistake Of Overachieving 401k Investors

    1.9.2019

    It is common knowledge that your company’s 401k match is free money. Unless you are struggling with…

    Read More