PrairieView Partners

Dan & Amy: Fitting All the Pieces Together

Dan & Amy: Fitting All the Pieces Together

Case Study

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,...

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How to Ace 3M Open Enrollment

How to Ace 3M Open Enrollment

3M

It is that time of year again.  Pumpkin spice, apple orchards, haunted houses, football, and…3M open enrollment!  Well, maybe open enrollment did not make your Top 5 List, but it began on October 7th and closes...

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5 Ways to Prepare for This Year’s Taxes

5 Ways to Prepare for This Year’s Taxes

Tax Planning

Finding yourself with some downtime at home and don’t want to binge another Netflix show? Make the most of it! Here are five basic things you can think about in preparation for this year’s taxes.

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Is It International’s Time to Shine?

Is It International’s Time to Shine?

Investments

January 2020

Flash back to January 2020. The U.S. economy was booming. Unemployment stood at 3.6%. The stock market was on a record 10 year run in which the S&P 500 had outperformed its international developed...

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A Purposeful Approach to Home Buying

A Purposeful Approach to Home Buying

Personal Finance

Being purposeful with your purchases is something I discussed in my last blog post, which can be found here.

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Success is Aligning Spending With Your Values and Goals

Success is Aligning Spending With Your Values and Goals

Personal Finance

As with most things in life, financial resources are finite. How you approach your finite resources can either set you up for success and fulfillment or leave you feeling strained.

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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
Tax Loss Harvesting

Tax Loss Harvesting

Investments Tax Planning

With the recent downturn in the markets, you may have heard us mention the phrase “Tax Loss Harvesting”. Before I dive into the myriad benefits of tax loss harvesting, I think it’s important to mention the...

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While You Stay at Home, Consider the Cost of Your Loan

While You Stay at Home, Consider the Cost of Your Loan

Personal Finance

As “stay-at-home” orders are extended due to the COVID-19 Pandemic, people all over the globe have changed their spending habits. In times when the ability to spend is restricted, economic activity often slows.

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Community Will Get Us Through

Community Will Get Us Through

Personal Finance

The loss of someone you love is often followed by the five stages of grief: Denial, Anger, Bargaining, Depression, and Acceptance. These stages of grief can also be experienced when losing something you love as...

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Passing Time During The Pandemic

Passing Time During The Pandemic

Personal Finance

Confined to their homes (like everyone else), scroll down to learn more about what some members of the PrairieView team have been doing to pass the time during The Pandemic.

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A Summary of the Paycheck Protection Program

A Summary of the Paycheck Protection Program

Personal Finance

Last week our colleagues, Bo and Dan, provided an overview of the CARES Act and the many provisions designed to ease the economic toll faced by individuals and families resulting from COVID-19.

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A Brief Summary of the CARES Act

A Brief Summary of the CARES Act

Personal Finance

The most notable effects of the economic toll of the coronavirus pandemic in recent weeks have been highly visible in investment prices.  But, as those impacts have begun to make their way into the broader...

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