Financial Planning for Young 3M Professionals

Financial Planning for Young 3M Professionals

3M

As an early career 3M professional, you have entered the world of personal finance and all the accompanying aspects—income, budgeting, savings, insurance, estate, etc.

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The Importance of Beneficiary Designations

The Importance of Beneficiary Designations

Personal Finance

You are starting a new job and it’s time to enroll in the company 401(k) plan.  As you fill out the forms, you come to the section for entering beneficiaries.  It is day one or two in your new role and you’re...

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One Thing After Another

One Thing After Another

Investments

Do you remember what the widely publicized financial market concern was before the COVID-19 pandemic began? Neither did I until I looked it up.  It was the “Inverted Yield Curve”.  I’ll spare you all the mundane...

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An Introduction to Pre-Tax vs. Roth Savings

An Introduction to Pre-Tax vs. Roth Savings

Personal Finance Investments

In 1997, as part of the Taxpayer Relief Act, Delaware senator, William Roth, helped establish the Roth account. In the <25 years since its creation, it has become widespread.

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It’s Been a Year

It’s Been a Year

Investments

It's been a year.

As in the figurative sense of, “Wow, it’s been quite a year!”

And, in the literal sense, it has been 365 days* since stock prices reached bottom.  A year since stock prices fell low enough that...

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Optimism… and The Importance of a Long-Term (Investment) Perspective

Optimism… and The Importance of a Long-Term (Investment) Perspective

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...

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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.
Get the Answers
Don't Fail to (Estate) Plan for Your Future

Don't Fail to (Estate) Plan for Your Future

Estate Planning

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...

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What to Do with Your Vesting 3M RSUs

What to Do with Your Vesting 3M RSUs

3M

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...

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2020 Market Review - No One Expected it to Be Like That

2020 Market Review - No One Expected it to Be Like That

Investments

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...

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Coronavirus Stimulus 2.0: A Summary

Coronavirus Stimulus 2.0: A Summary

Personal Finance Tax Planning

Happy New Year!

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Health Savings Accounts for 3Mers

Health Savings Accounts for 3Mers

3M

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?

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Are You Making the Most of Your 3M 401k?

Are You Making the Most of Your 3M 401k?

3M

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...

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