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. Instead,...

Professional couple, one worked at a local Fortune 500 company and other worked for a small consulting firm. They had 3 kids, ages 14, 12, and 10 for whom they were managing various school and extra-curricular...

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...

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 in a...

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 Presidential...

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,...

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 there...

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 7^th and closes...

As previously discussed in a blog post, the April passage of the CARES Act contained several provisions for Federally held student loans. Most notably, the Act provided a suspension of all payments and stoppage of...

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.

You probably don’t need me to remind you that it’s been about six months since the new Covid-sponsored reality has taken hold. But maybe it is worth pausing to reflect and wonder aloud, “has it really been that...