It’s been a difficult year for financial markets. All three quarters this year have experienced negative returns for stock prices, higher interest rates and resulting lower bond prices, and more question marks...

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.

Like the seemingly endless summer road trip, the current decline in financial market prices feels like it is lasting forever. It isn’t hard to imagine ourselves in the back seat shouting at the driver, “Are we...

Nothing.

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).

Only three months into the new year and it feels like a year’s worth of events have already happened in the economy and financial markets.

A CEO of a large investment firm once told a story about a dinner conversation with the head of a large investment fund.  

Well, this doesn’t feel good. Many of us came into 2022 thinking, “This is the year!” The pandemic looked to be easing. Supply chain problems were going to get better so we could get our stuff sooner. Sure, we’ve...

In 2021-2022, U of MN’s estimated tuition was ~$15,370 (residents). Northwestern University’s was ~$60,000ⁱ.  

Investment markets’ ability to seemingly defy expectations continued in 2021. There were probably 7,296 reasons why stocks shouldn’t have gone up in a straight line. I’m exaggerating slightly, but here’s an...

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...

On financial and other media outlets, you typically find talk of the next impending doomsday. Recently, the Armageddon is inflation. There is truth to the increase in prices, as anyone who has been to the...