Yes, it’s that most wonderful time of the year again… Tax Season. Let's talk about which documents you need to gather ahead of the tax deadline, and review the retirement implications you should keep in mind through the process.

Picture an “Etch-A-Sketch” is your finances. If you have an urge to get organized in 2024, it may be time to wipe that picture clean, start over, and find a smoother and smarter pathway to financial planning.

Let’s review some tips to get you on your way to meeting your 2024 financial goals!

Going out to brunch is a fun holiday tradition, and we have so many great brunch spots in Southern Minnesota! We’ve compiled five of the top-rated brunch spots in this week’s blog. What family favorite would you add to this list?

Losing a spouse is a very difficult time in life. Yet there are some necessary financial steps that must be taken to make sure you have your financial house in order, after the loss.

Today’s article breaks down some necessary questions and next steps. Take a look:

Not everyone can afford this lifestyle, but if you are lucky enough to have a stay-at-home parent in the household, you know blessings abound! You’re able to raise your children, first-hand, and keep the family humming! But, this life also comes with its fair share of concerns, too. For instance, how does a stay-at-home parent save for retirement?

Thankfully, I have some solutions for any family’s circumstances. Everyone deserves a sound retirement, and parents are no different. Let’s map out some of the key concepts to saving as a stay-at-home parent.

Conversations about finances are important. They can make or break a relationship. No one likes to find “surprises” down the road, so having open lines of communication now greatly decreases difficulties down the road.

Have you ever heard of the 20/30/50 rule when it comes to creating a family budget? We cover this concept in today’s blog, which is all about building a sustainable household budget!

Budgeting is a strategic tool that provides a clear understanding of your income and expenses, and where that money is going each month. Not only will it help you prioritize your spending and saving, but it also reduces stress and worry as you create a financially secure future for your family.

For public school employees in Minnesota, your plan for retirement typically includes a 403(b) retirement plan. But, what exactly is this plan, how does it work, and how our team help you with it? Let’s take a closer look in today’s blog!

Living in Southern Minnesota is great, any time of the year, but fall is one of my favorites. From local events and beautiful scenery to new sports and back-to-school excitement, autumn is truly special. Let’s talk about some of the best parts!

Did you know that medical bills make up about 40% of personal bankruptcy filings each year? That NIH study is linked in today’s brand-new blog, which covers some practical ways to prepare for unexpected medical expenses. Click here to learn how to prepare for the unexpected:

If your child is already in high school, or even looking to head to college this year, there is still time to finance their education. As a mother of three elementary-aged kids, I know my time is coming, and I know how stressful such preparation can be. I also know, as a financial advisor, how many parents feel confused, lost, or hopeless when it comes to the financing process. Let’s talk about your options!

From a broken down appliance to a major injury, we never know what life can bring - but preparing for emergencies is the important part. Financially speaking, one of the best ways to get ahead of any unplanned expense (or sudden lack of income) is to create an emergency fund.

Managing debt responsibly is critical to your long-term financial well-being. Americans owe trillions in student loan debt, credit card debt, and more. We want to help you understand the difference between “good debt” and “bad debt” as well as some practical strategies for paying off your obligations!

Take a look at our latest blog article, which details our advice regarding debt management:

The sun is shining, and the grill is firing up! If you're ready to be the ultimate host/hostess, we've got you covered with some tips for a successful summer cookout in today’s blog.

Ready to create some unforgettable memories? Check out this blog - and don't forget to send me an invitation to your next cookout.

Almost every adult could benefit from a financial advisor. Managing your money is important - no matter how much you earn. Here are 10 reasons to meet with someone like me!

May is Mental Health Month, designed to bring awareness and conversation around this critical topic. And just like our physical health, our mental health is important to keep top-of-mind all year round.