Bo Aylin

Partner
Chief Compliance Officer

529 College Savings Plans: How To Use the Funds

529 College Savings Plans: How To Use the Funds

Personal Finance

In February, we posted an article on how 529 College Savings Funds work and various aspects of making contributions. Now we’ll take a deeper dive into handling 529 withdrawals.

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3M Insurance Benefits - Life Insurance

3M Insurance Benefits - Life Insurance

3M

As an employee of 3M, you are entitled to several benefits that protect against certain risks in life. These include a premature death, disability, illness and even your pet’s health (veterinarian bills).

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A Charitable Deduction: One More Way to Reduce your 2021 Income Taxes

A Charitable Deduction: One More Way to Reduce your 2021 Income Taxes

Personal Finance Tax Planning

If you’re like me, December is the month to sit down and send out cards to loved ones and mail checks to your favorite charities. As always, keep those receipts! This year individuals can deduct, above the line, up...

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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 asked...

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

A Time for Giving: A 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...

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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
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 must...

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