Financial Insights Blog

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...

When we first approach the topic of estate plans with clients, we know it can often be an uncomfortable discussion for many. We celebrate when...

Growing up, my family often took adventure vacations. At 12-years-old we took a week-long rafting trip down the Selway River in Idaho rafting over...

I was one of those moms who insisted her kids do chores. Not just 5 minutes worth but a number of regular daily chores. We did this to develop of a...

Much has been written about the traditional sandwich generation, a generation of people responsible for bringing up their own children and for the...

We see it time and again. Some of our brightest, most affluent clients struggle with paying bills. It’s not that they don’t have enough money. It’s...

I was privileged to participate on a panel at a women’s breakfast hosted by the Minnesota Center for Environmental Advocacy at the end of April. The...

May 2017 You’ve likely heard the classic investment mantra to sell in May and go away, meaning to sell your stocks and avoid being invested in the...

Gender equality in the workforce is not a new topic, but one that requires persistent discussion and influence in an effort to close the gap that...

Is college worth it? A few years after baby boomers finished college beginning in the 90s, the cost of education started rising higher than the costs...