Am I an optimist or a pessimist? I go back and forth. As it relates to the weather today (i.e. sub-zero cold), the evening news, or my hometown sports teams, I generally feel pessimistic. As it relates to the...
Featured Post
Optimism… and The Importance of a Long-Term (Investment) Perspective
- February 18, 2021
When it comes to investing, I will argue that to be a successful investor, you must believe in the future and build a plan to maximize your odds of be...
Read More
February 4th, 2021
Don't Fail to (Estate) Plan for Your Future
Some aspects of life are just so terrifying to think about that we purposefully choose to do the opposite, shove it deep in the back of our brains and forget that it was ever a thought in the first place. I have...
January 29th, 2021
What to Do with Your Vesting 3M RSUs
Your 3M RSUs (and Stock Options*) are About to Vest!
You’ve been waiting patiently for the last three years and the day is now fast approaching! The Restricted Stock Units (RSUs) that you earned for your service...
January 15th, 2021
2020 Market Review - No One Expected it to Be Like That
Welcome to 2021! I’m sure nobody reading this needs me to remind them that 2020 was a difficult year and one that many would just as soon forget. I want to make the case that forgetting the investment events of...
December 31st, 2020
Health Savings Accounts for 3Mers
At the close of a year, I like to take time to pause and reflect on the last 12-months. Where was I on January 1, 2020? Where am I now? Did I accomplish the goals I set for myself?
7 Questions 3M Employees Need to Answer
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
December 17th, 2020
Are You Making the Most of Your 3M 401k?
The arrival of a new year is a natural time to pause and take stock of how you’re doing in all facets of life. Particularly this year, when it’s a little harder to step into (or back into) the gym, it may be an...
December 15th, 2020
President Elect Biden's Tax Proposals Affecting Individual Taxpayers
With a President-elect Joseph Biden taking office on January 20th, many people are wondering about potential tax law changes. Mr. Biden has not produced a single comprehensive tax plan, probably by design. ...
December 15th, 2020
Dan & Amy: Fitting All the Pieces Together
Dan and Amy, both 45, came to PrairieView at a critical time in their financial lives. Dan was a professional at a local Fortune 500 company and Amy worked for a small consulting firm. They had 3 kids, ages 14,...
December 10th, 2020
Maximize Your Charitable Giving Strategies
| Note: This blog was originally posted in 2019. It has been updated with 2020 tax changes. |
With December being the most charitable month of the year, we thought it timely to dive into the topic of...
December 7th, 2020
A Time for Giving: A Quick Guide to the Matching Program for 3M Employees
Despite the unusual circumstances that have marked 2020, the holidays continue to be a time to take stock of the blessings in our lives. It is also a time when we begin to think about supporting non-profit...
November 30th, 2020
How to Optimize Your 3M LTIP
It’s that time of year again! The time of year when you get to decide the mix between Stock Options and Restricted Stock Units (RSUs) you receive for your Long-Term Incentive Plan (LTIP). While this has been an...
1 of 6
Older