In today’s digital age, it has become so much easier to accomplish what used to be done in person or via the mail. Infor…
How your financial advisory firm benefits from women leaders
Today, women in the U.S. control more than $10 trillion in personal financial assets. That number is expected to rise to…
Why tax loss harvesting should be a year-round activity
This article was co-authored by Sierra Johnsrud. Though many may wait until the end of the year to start discussions wit…
Survivorship Insurance can help cover costs of children with special needs
Raising your son or daughter with special needs is expensive. Some experts estimate that merely from birth to age 18, th…
Over age 70.5? Make sure you consider qualified charitable distributions
Before planning for qualified charitable distributions (QCDs), it’s important to have a general understanding of them. M…
5 Avoidable Spending Mistakes of Early Life High Earners
Do you have a great job with a generous salary or have started a business that has taken off but still find you’re…
Business Leadership Transition Goes Beyond Succession
Another year, another successful Small Business Strategies Roundtable! With approximately 150 Twin Cities business leade…
5 Retirement Plan Trends for Your Business
As the year starts to ramp up, it’s time to see what’s making the headlines and garnering the focus of plan sponsors and…
How Special Needs Trusts and ABLE Accounts Work Together
As we discussed previously, the Achieving a Better Life Experience (ABLE) account was a significant advancement towards …
Financial Fundamentals of Gifting to Others
Gifting is both a common occurrence and a topic often asked about. Who doesn’t enjoy giving toys to the kids or grandkid…