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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A Breath of Fresh Air in Current Markets
- July 15, 2021
Learn about recent market activity for the second quarter of 2021!
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December 17th, 2020
Are You Making the Most of Your 3M 401k?
The arrival of a new year is a natural time to pause and take stock of how you’re doing in all facets of life. Particularly this year, when it’s a little harder to step into (or back into) the gym, it may be an...
December 15th, 2020
President Elect Biden's Tax Proposals Affecting Individual Taxpayers
With a President-elect Joseph Biden taking office on January 20th, many people are wondering about potential tax law changes. Mr. Biden has not produced a single comprehensive tax plan, probably by design. ...
December 15th, 2020
Dan & Amy: Fitting All the Pieces Together
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,...
December 10th, 2020
Maximize Your Charitable Giving Strategies
| Note: This blog was originally posted in 2019. It has been updated with 2020 tax changes. |
With December being the most charitable month of the year, we thought it timely to dive into the topic of...
December 7th, 2020
A Time for Giving: A Quick Guide to the Matching Program for 3M Employees
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...
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.
November 30th, 2020
How to Optimize Your 3M LTIP
It’s that time of year again! The time of year when you get to decide the mix between Stock Options and Restricted Stock Units (RSUs) you receive for your Long-Term Incentive Plan (LTIP). While this has been an...
November 20th, 2020
3M Deferred Compensation Plans
It is time to decide on your 3M Deferred Compensation. This may be the first time you are eligible to participate or you may have been making this decision for years. If you are not eligible yet, you might be...
November 8th, 2020
Post Election Perspective on Markets
A lot has happened so far in 2020. You can say that for every year, but 2020 took it to a new level with the COVID-19 pandemic and associated upheavals to our lives and financial markets. Add to that a...
October 29th, 2020
5 Essential Estate Planning Documents
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,...
October 15th, 2020
3 Investment Questions You Might Be Wondering and How to (or not) Respond
Last weekend I was listening to a podcast where the host was interviewing an investment manager from a large Wall Street investment firm. The manager was touting the success of his pre-2020 prediction that...
October 8th, 2020
How to Ace 3M Open Enrollment
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...