Lost & Found: There May be Money Out There with Your Name on It

Lost & Found: There May be Money Out There with Your Name on It

Personal Finance

Most of us have moved from one place to another, perhaps to a different state, as we pursued career opportunities or located closer to family. Inevitably, some things get left behind. This could include an old bank...

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2023 IRS Limits

2023 IRS Limits

Personal Finance Tax Planning

Although many of the headlines and news stories we’ve seen have painted inflation as the enemy, there is a sliver lining to recent high inflation rates. High inflation is triggering some pretty big changes to tax...

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529 College Savings Plans: How To Use the Funds

529 College Savings Plans: How To Use the Funds

Personal Finance

In February, we posted an article on how 529 College Savings Funds work and various aspects of making contributions. Now we’ll take a deeper dive into handling 529 withdrawals.

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529 College Savings Plan: Worried about Overfunding? You Have Options.

529 College Savings Plan: Worried about Overfunding? You Have Options.

Personal Finance

In 2021-2022, U of MN’s estimated tuition was ~$15,370 (residents). Northwestern University’s was ~$60,000i.  

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A Charitable Deduction: One More Way to Reduce your 2021 Income Taxes

A Charitable Deduction: One More Way to Reduce your 2021 Income Taxes

Personal Finance Tax Planning

If you’re like me, December is the month to sit down and send out cards to loved ones and mail checks to your favorite charities. As always, keep those receipts! This year individuals can deduct, above the line, up...

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Harnessing the Power of Inflation with I Bonds

Harnessing the Power of Inflation with I Bonds

Personal Finance Investments

On financial and other media outlets, you typically find talk of the next impending doomsday. Recently, the Armageddon is inflation. There is truth to the increase in prices, as anyone who has been to the...

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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
HSA Funds: To Spend or Not to Spend (a.k.a. Invest)

HSA Funds: To Spend or Not to Spend (a.k.a. Invest)

Personal Finance Investments

In my early teens, I went on a community service trip in Ecuador. Each night, we gathered in a circle and reflected on our day, a famous quote, philosophical question, etc.

One night, we were asked, “Is it better...

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The Importance of Beneficiary Designations

The Importance of Beneficiary Designations

Personal Finance

You are starting a new job and it’s time to enroll in the company 401(k) plan. As you fill out the forms, you come to the section for entering beneficiaries. It is day one or two in your new role and you’re asked...

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An Introduction to Pre-Tax vs. Roth Savings

An Introduction to Pre-Tax vs. Roth Savings

Personal Finance Investments

In 1997, as part of the Taxpayer Relief Act, Delaware senator, William Roth, helped establish the Roth account. In the <25 years since its creation, it has become widespread.

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Coronavirus Stimulus 2.0: A Summary

Coronavirus Stimulus 2.0: A Summary

Personal Finance Tax Planning

Happy New Year!

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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...

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5 Essential Estate Planning Documents

5 Essential Estate Planning Documents

Personal Finance Estate Planning

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,...

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