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...

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Inflation Part 2: Investing for an Inflationary Environment

Inflation Part 2: Investing for an Inflationary Environment

Investments

I recently dedicated a whole piece to why the recent “money printing” to stimulate the economy is unlikely to lead to run-away inflation. So, why am I following it up with a piece about how to invest for an...

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Staying Safe While Online Shopping

Staying Safe While Online Shopping

Personal Finance

Like many of you, my household has seen a steep increase in our online shopping habits over the past several months. As a result of the recent safer-at-home orders, our home’s rural location, telecommuting, and...

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Inflation Part 1: Will “Money Printing” Cause Inflation?

Inflation Part 1: Will “Money Printing” Cause Inflation?

Investments

Depending on the day lately, you might see a study or expert cite one of two points. Either inflation is a thing of the past, or all this “money printing” is setting us up for higher inflation in the future. Both...

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A Purposeful Approach to Home Buying

A Purposeful Approach to Home Buying

Personal Finance

Being purposeful with your purchases is something I discussed in my last blog post, which can be found here.

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Economic Stimulus Payments – Your Questions Answered!

Economic Stimulus Payments – Your Questions Answered!

Personal Finance Tax Planning

By now, you have probably heard all about the economic stimulus payments that were approved through the CARES Act. In general, each individual is eligible to receive up to $1,200 and married couples could receive...

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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
Success is Aligning Spending With Your Values and Goals

Success is Aligning Spending With Your Values and Goals

Personal Finance

As with most things in life, financial resources are finite. How you approach your finite resources can either set you up for success and fulfillment or leave you feeling strained.

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Would Now Be a Good Time to Plan a Trip?

Would Now Be a Good Time to Plan a Trip?

Personal Finance

I will start this blog post with a confession. I am not the travel planner in our household, and for good reason. My wife is much better than I when it comes to coordinating schedules and all the details that must...

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Dollar Cost Averaging Your Way to Success

Dollar Cost Averaging Your Way to Success

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5 Cybersecurity Tips for Working from Home

5 Cybersecurity Tips for Working from Home

Personal Finance

Cyber attacks have risen as many Americans have begun working from home amid COVID-19 “stay at home” orders. While working remotely, keep yourself (cyber) safe with these 5 tips.

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There’s no “All Clear” Notification

There’s no “All Clear” Notification

Investments

Imagine a world where you don’t wake up in the morning to a plethora of headlines – some positive, the overwhelming majority negative, but collectively confusing and overwhelming – accompanied by stock prices...

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Roth Conversion: Is it a Good Tax Savings Strategy?

Roth Conversion: Is it a Good Tax Savings Strategy?

Tax Planning

Everyone loves saving taxes. And with the stock market’s downturn, Roth conversions are gaining more attention as a way to do just that. What exactly is a Roth conversion? When do they typically make sense? As with...

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