Dan Weiss, MSFP, CFP®

Associate Wealth Manager

HSA Funds: To Spend or Not to Spend (a.k.a. Invest)

HSA Funds: To Spend or Not to Spend (a.k.a. Invest)

Personal Finance Investments

In my early teens, I went on a community service trip in Ecuador. Each night, we gathered in a circle and reflected on our day, a famous quote, philosophical question, etc.

One night, we were asked, “Is it...

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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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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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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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5 Essential Estate Planning Documents

5 Essential Estate Planning Documents

Personal Finance Estate Planning

Whether you have been with PrairieView for a few months or 10 years, you probably know we take a comprehensive approach.  We look at your whole financial picture —investments, tax, education funding, insurance,...

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Why HSAs Are Great!

Why HSAs Are Great!

Personal Finance

In the late 1990s, early 2000s, a problem had begun to simmer in the US.  It was not the advent of MTV, fervor of Y2K, or overvaluation of tech stocks.  No.  The cost of medical care was skyrocketing. 

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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
Building a Post-COVID Emergency Fund

Building a Post-COVID Emergency Fund

Personal Finance

According to a 2019 GoBankingRates poll, 45% of respondents have $0 in a savings account.  Additionally, 24% have less than $1,000 in savings.  In other words, if a $1,000 emergency were to arise, nearly 70% of...

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Dollar Cost Averaging Your Way to Success

Dollar Cost Averaging Your Way to Success

Personal Finance Investments

A Note from PrairieView: Dan Weiss, the author of this post, recently completed his Master’s in Financial Planning from Golden Gate University. Upon graduation, he was named the Outstanding Student Award winner...

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Unemployment & CARES Act

Unemployment & CARES Act

Personal Finance

It is no surprise that COVID-19 has disrupted the work of millions of Americans, whether they be restaurant chefs or waiters, engineers, construction workers, architects, physical therapists, etc. Measures taken...

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