Optimism… and The Importance of a Long-Term (Investment) Perspective

Optimism… and The Importance of a Long-Term (Investment) Perspective

Am I an optimist or a pessimist? I go back and forth. As it relates to the weather today (i.e. sub-zero cold), the evening news, or my hometown sports teams, I generally feel pessimistic. As it relates to the...

Read More
Don't Fail to (Estate) Plan for Your Future

Don't Fail to (Estate) Plan for Your Future

Estate Planning

Some aspects of life are just so terrifying to think about that we purposefully choose to do the opposite, shove it deep in the back of our brains and forget that it was ever a thought in the first place. I have...

Read More
What to Do with Your Vesting 3M RSUs

What to Do with Your Vesting 3M RSUs

3M

Your 3M RSUs (and Stock Options*) are About to Vest!

You’ve been waiting patiently for the last three years and the day is now fast approaching! The Restricted Stock Units (RSUs) that you earned for your service...

Read More
2020 Market Review - No One Expected it to Be Like That

2020 Market Review - No One Expected it to Be Like That

Investments Audio/Video

Welcome to 2021! I’m sure nobody reading this needs me to remind them that 2020 was a difficult year and one that many would just as soon forget. I want to make the case that forgetting the investment events of...

Read More
Coronavirus Stimulus 2.0: A Summary

Coronavirus Stimulus 2.0: A Summary

Personal Finance Tax Planning

Happy New Year!

Read More
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?

Read More

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
Are You Making the Most of Your 3M 401k?

Are You Making the Most of Your 3M 401k?

3M

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...

Read More
President Elect Biden's Tax Proposals Affecting Individual Taxpayers

President Elect Biden's Tax Proposals Affecting Individual Taxpayers

Tax Planning

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. ...

Read More
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,...

Read More
Maximize Your Charitable Giving Strategies

Maximize Your Charitable Giving Strategies

Personal Finance

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...

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

A Time for Giving: A Quick 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...

Read More
How to Optimize Your 3M LTIP

How to Optimize Your 3M LTIP

3M

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...

Read More
2 of 7

Get Where You Want To Be

Let our advisors help clarify your current financial situation and give you a plan for working towards your long-term goals.