RACHEL INFANTE, CFP® CSRIC™
Aug 11, 2022 11:30:00 AM

Life after retirement is both an exciting and challenging time. You’ve likely spent the last several decades surrounding yourself with structure,...

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Damian Winther, CFP® CSRIC™
Jul 21, 2022 9:35:00 AM

It’s not uncommon to want to leave a gift for your children and family members at your death. We find that clients who are in a position to share...

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Bridget Handke, CFP®, CAP®
Jul 13, 2022 1:30:00 PM

I was at a conference learning about the ins and outs of Social Security when the presenter said with what seemed like glee, “And I just found out my...

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Steve Dixon, CFA CSRIC™
Jul 1, 2022 10:11:36 AM

Market Insight - July 2022 While I do live in an outer ring suburb of Minneapolis, I was surprised to hear that a local police officer had spotted a...

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Dana Brewer, CFP®
Jun 23, 2022 1:15:00 PM

It is hard to comprehend all the meanings and emotions tied to the two simple words “worth it.”  Worth comes in many different flavors–it may be...

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Bridget Handke, CFP®, CAP®
Jun 16, 2022 12:45:00 PM

Thanks to our tax system, most people remember receiving their first paycheck and experiencing the shock that the amount is different than expected....

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Damian Winther, CFP® CSRIC™
Jun 9, 2022 7:15:00 AM

A Bear Market is defined as a 20% drop in market value from the peak. The S&P 500 has hovered around this threshold for several days and weeks. For...

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Damian Winther, CFP® CSRIC™
Jun 2, 2022 7:30:00 AM

In the news and at the grocery store, you can’t help but notice how inflation has been off the charts during 2022. According to the U.S. Bureau of...

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Kimmie Moehring, CFP®
May 26, 2022 9:00:00 AM

“Life’s too short to only learn from your own mistakes. So learn from others.” Regardless of where this quote originated (it is most accredited to...

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Bridget Handke, CFP®, CAP®
Apr 21, 2022 3:22:00 PM

Similar to Socially Responsible Investing (SRI) with stocks and bonds, buying an electric car can be considered a socially responsible investment...

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