3 Ways to Celebrate Mother's Day in Southern Minnesota
There are countless ways to enjoy southern Minnesota with a mom in your life. Here are a few ideas to get your creative juices flowing.
How Inflation is Affecting Home Insurance Rates
Let’s face it. We’re all paying more at the gas pump, the grocery store, and wherever we go out to eat. Inflation has just become a reality. But have you realized what inflation is doing to your home insurance rates?
What You Need to Know About Recent Market Volatility
As your financial professional, it is my goal to keep you updated on developments concerning the recent volatility in the financial markets.
How to Handle Your Inheritance Wisely
If you’ve recently come into money left by a loved one, you are likely juggling a lot in your life. First and foremost, you’ve just lost someone you care about deeply. That alone is a lot to process.
Keep Your Identity to Yourself!
With great power comes great responsibility. Likewise, with more technology comes more risk, especially when it comes to identity theft.
How to Take Your Family on Vacation... On a Budget!
With warmer days fast approaching, I know many of my friends and followers are anxious to get out on a family vacation. But is it possible to travel in a budget-friendly manner, despite rising costs?
Let’s Talk About What it Takes To Retire
With smart judgment, a trusted financial professional, and some goals for your life “after work,” you can get a realistic picture of what lies ahead. Let’s talk about what it takes to retire!
Lessons We Learned from the Last Recession
Are your finances ready for a recession?
Those are scary words to hear in nearly any context. If you are investing for your future, it is an even more terrifying concept. Thankfully, it doesn’t have to be as worrisome as you might think.
Three Realistic Financial Goals to Set for 2022
One wise way to step into 2022 is to focus on your financial future. Are you where you need to be? Are you investing wisely? Or at all?
4 Money-Saving Tips for the Holiday Season
Money can be tight this time of the year. While you are busy decking the halls and celebrating with friends and family, the purse strings can really take a beating.
Nine Steps You Can Take To Protect Your Financial Future Right Now
When it comes to your financial future, it is easy to become overwhelmed and not be sure of where to start. Planning for the future is a scary prospect for many... but it doesn’t have to be!
Taking these nine steps will set you on the right track to protecting your financial future.
Five Reasons We're Grateful to Live in Southern Minnesota
In this season of thankfulness, it is important to understand the reasons living in Southern Minnesota is something to really be grateful for, all year round. Take a look at these five reasons why we appreciate where we live.
How To Talk To Your Parents About Their Estate Plans
Are you a member of the “sandwich generation”?
This special subset of adults is taking on the role of caregiver on two different ends of the age spectrum and it can also come with the need to have some hard conversations.
6 Financial Planning Mistakes You Should STOP Making
If you’re already planning for your financial future, you know that it is more of a marathon than a sprint. Making and sticking to a financial plan is a journey of decisions both big and small, and it takes TIME to reach financial freedom.
How to Plan for Your Kids’ College While They’re Still In Diapers
While you can’t plan for every single expense, such as that trip to the emergency room, there are a lot of expenses that you can prepare for. The biggest expense you should start planning for immediately? Education.
4 Financial Steps to Take Today Your Kids Will Thank You For
As parents, there’s a ton of pressure to teach your kids all of the right lessons before they’re out in the world on their own. You want them to be good, kind, intelligent, conscientious, and well-informed adults that are confident in their decision-making. When it comes to your kids’ financial future, this can be especially important and difficult.
5 Long-Term Financial Planning Tips for Families
Whether you are in the early stages of building a family or are simply seeking some tips on improving your financial planning skills, we have some helpful advice for making sure you and your family are on track for a bright financial future.
Add "Insurance Review" to Your Back-to-School Checklist
Going into a new school year can feel like stepping off the diving board and hoping you float. With dozens of things on your plate, you may think that reviewing your insurance policies is a task to push off for later.
It's Never Too Late to Learn: Investing 101
By saving, you ensure that you can live your day-to-day life with a cushion for emergencies. Taking the next step - investing - may help your savings multiply.
5 Reasons Why a Teacher Needs a Financial Professional
Behind every successful person is a team of educators and role models who encouraged them to reach their dreams and gave them the tools to do so. But, who offers that same advice and guidance for educators on their journey to financial success? A financial professional!