3 Investment Questions You Might Be Wondering and How to (or not) Respond

3 Investment Questions You Might Be Wondering and How to (or not) Respond

Investments Audio/Video

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...

Read More
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...

Read More
CARES Act Student Loan Provisions Extended Through 2021

CARES Act Student Loan Provisions Extended Through 2021

Personal Finance

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...

Read More
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.

Read More
3 Important Investment Lessons for Today

3 Important Investment Lessons for Today

Investments

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...

Read More
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...

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
3 Things to Consider Before Changing Your Residency to Florida for Lower Taxes

3 Things to Consider Before Changing Your Residency to Florida for Lower Taxes

Personal Finance Tax Planning

The extra time at home during the COVID-19 pandemic has provided an opportunity for many to consider a move, even a potential move out of state. Minnesota is a great state with many desirable attributes, but its...

Read More
Why HSAs Are Great!

Why HSAs Are Great!

Personal Finance

In the late 1990s, early 2000s, a problem had begun to simmer in the US.  It was not the advent of MTV, fervor of Y2K, or overvaluation of tech stocks.  No.  The cost of medical care was skyrocketing. 

Read More
How to Be Confident When Markets Can’t Be Explained

How to Be Confident When Markets Can’t Be Explained

Investments Audio/Video

A question we’ve heard from many of you in recent months and weeks generally follows the theme of wondering how or why stock prices have recovered so much and so quickly since March, despite so much uncertainty and...

Read More
Building a Post-COVID Emergency Fund

Building a Post-COVID Emergency Fund

Personal Finance

According to a 2019 GoBankingRates poll, 45% of respondents have $0 in a savings account. Additionally, 24% have less than $1,000 in savings. In other words, if a $1,000 emergency were to arise, nearly 70% of US...

Read More
Tax Deadline Approaching!

Tax Deadline Approaching!

Tax Planning

As has been well publicized, the IRS moved the tax deadline for individual taxpayers from April 15th to July 15th in response to the COVID-19 pandemic.

Read More
Cleaning that Closet: The Aftermath

Cleaning that Closet: The Aftermath

Personal Finance Tax Planning

With the COVID-19 stay-at-home orders, everyone is cleaning out closets … possibly even the attic, basement, and garage. These activities carry more than just a sense of accomplishment and peace in a less cluttered...

Read More
5 of 9

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.