Financial Insights Blog

When I was younger, I felt that focusing on money and finances, like how much I made or what new gadget I could afford, was a bit egotistical. I...

During our record breaking cold snap in Minnesota, I saw many friends posting about Marie Kondo-ing their house. Schools were closed and it was...

Something we’ve learned in our Financial Advisory firm is that a client’s retirement success in part depends on how financially savvy their kids are....

I have two millennial daughters and even though they have grown up with a financial planner for a mom, I realize they don’t know as much about money...

That’s the question we often get from clients when they come in to discuss their retirement. They’ve decided to retire but they don’t know what their...

The allure of tax free money is strong, especially when saving for your retirement. One way to accumulate tax free funds is to take advantage of a...

They say it's better to give than to receive. When it comes to gifting money, you likely want to make sure your assets go to the people and causes...

The death of a spouse can be one of the most challenging things a person can endure. The emotional impact, changes to your family structure, and loss...

You’ve been saving for years and you can see retirement down the road. What is your timeline? How does all this fit together? Below is a timeline on...

I’ve never engaged in Millennial bashing because I can’t think of anything bash-worthy. I love Millennials! I have two daughters, both in their...