Minnesota financial advisors will help refresh your retirement to-do list

How to Refresh Your Retirement To-Do List

Are you missing out on critical investment opportunities that can improve your retirement options? If you’re between 5 to 10 years away from retiring, you may be wondering whether you’re financial planning strategy is on the right track. Aside from planning your estate and managing your assets, there’s a lot to consider in your 40s and […]

Employee receiving financial education from independent financial advisor

Setting Your Business Up for Future Success: The Benefits of Financial Education

The key to future success for any business is financial education. Whether you own a small business or large corporation, having access to educational resources that promote a clearer understanding of retirement planning and asset management strategies will allow you to make better-informed decisions related to your financial planning goals. Further, if your employees receive […]

Financial management strategies can protect your small business against fraud

Financial Management Strategies that Help Protect Your Small Business Against Fraud

If you’re a business owner with less than 100 employees, it may surprise you that smaller-sized businesses are more vulnerable to fraudulent activities than larger companies. Why the discrepancy? Well, for one thing, small businesses typically have less checks and balances in place to monitor financial fraud, whether it be from an employee, vendor, or […]

Have a financial planning advisor help you improve your credit score

How a Financial Planning Advisor Can Improve Your Credit Score

You credit score plays a vital role in your financial planning strategy. In fact, having a healthy credit score affects more than just your ability to apply for a mortgage or purchase a vehicle. It also impacts your long-term retirement planning goals. Take, for example, you have a credit score lower than 600. When you […]

Find a financial advisor who understands your needs

Find a Financial Advisor Who Understand Your Needs

From retirement and investment planning to asset management, finding a financial planner whose combined experience and expertise match your unique needs can seem overwhelming—especially with so many financial planning firms out there. Aside from referrals, which are excellent resources for finding the best financial advisor near you, there are specific questions you can ask potential […]

Two women looking at a strategic succession plan

Is Your Succession Plan Helping (or Hurting) Your Business?

Even if you are years away from retirement planning, having a strategic succession plan is key to your company’s future success. It’s recommended that succession planning for a business begin 15 years prior to the retirement of its owner. However, not all succession plans are created in the company’s best interest, which can affect brand loyalty […]

Financial planning advisors help clients achieve long-term goals

The Top Three Misconceptions About Financial Planning Advisors

Many people avoid talking to a financial planning advisor the way others avoid going to the dentist. In fact, it’s not uncommon for someone to think that consulting a professional financial planner is unnecessary since he or she already has investments in a 401(k) plan and life insurance policy. The truth is an independent financial […]

Adult learning about life insurance after leaving employment

Understanding Your Life Insurance Options Before You Leave Employment

Whether you’ve worked at the same company for years or only a short time, you may be enrolled in a group life insurance plan. Many employers offer life insurance coverage as part of their employee benefits. However, if you plan on leaving your current employer for a different company, you may lose coverage completely and […]

Group becoming head of the class in retirement planning

Become Head of the Class in Retirement Planning 101

Congratulations to this year’s graduating class! Your hard work and dedication have paid off and you’re now on the path to a rewarding career. As you begin this exciting new chapter of your life, you may not realize that aside from landing your dream job, one of the most important responsibilities you have as an […]

College Graduate Sitting on Stairs

Prepare Your College Graduate for Future Financial Planning

As college students across the country complete their final exams, purchase their caps and gowns, and plan their summer vacations, it’s unlikely that financial planning is at the top of their to-do lists. So, parents, before your children walk across the stage at graduation, you’ll want to ensure they understand the basics of personal financial […]