How To Use These Binders We Minnesotans are a hardy, resourceful people. But even we need a little help during tough times. Being taken away from your loved ones, even temporarily, can cause a lot of stress for them, especially if they have to search and hunt for statements and paperwork or guess at your …
Podcast Show Notes – The Architecture of Wealth Date: 11/23/2022 Name of podcast: The Architecture of Wealth Episode title: What to Do When Someone Dies Whether you’re handling the death of a loved one or you want to make life easier for your loved ones upon your death, these steps can help a …
24 Things To Do When A Loved One Dies (Get Your Free Emergency Binder!) Read More »
When going through the estate planning checklist with a client, one commonly skipped item is the healthcare directive. Most things involving finance and health are easy to put off. But one reason the healthcare directive may be postponed is neither the client, nor the advisor, have the medical background to know the risks of not …
Can you have your cake and eat it too? When it comes to the magical 529 plan, the answer may be, yes. MN Nice Investors all know that 529 plans are one of the best ways to help your kids or grandkids pay for the ever-increasing cost of college.But what many don’t know is it …
You Can Have Your Funnel Cake On A Stick & Eat It Too! Read More »
