Bo Aylin

Partner
Chief Compliance Officer

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...

Read More
Coronavirus Stimulus 2.0: A Summary

Coronavirus Stimulus 2.0: A Summary

Personal Finance Tax Planning

Happy New Year!

Read More
A Time for Giving: A Quick Guide to the Matching Program for 3M Employees

A Time for Giving: A Quick Guide to the Matching Program for 3M Employees

3M

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...

Read More
Would Now Be a Good Time to Plan a Trip?

Would Now Be a Good Time to Plan a Trip?

Personal Finance

I will start this blog post with a confession. I am not the travel planner in our household, and for good reason. My wife is much better than I when it comes to coordinating schedules and all the details that...

Read More

Get Where You Want To Be

Let our advisors help clarify your current financial situation and give you a plan for working towards your long-term goals.