Eden Prairie, MN

On this scariest of days, we’d thought we’d share some of the eerier questions we get from our clients about their finances. Are wolves going to visit my door? Will I run out of money?

By understanding the following four traits in a portfolio, you can better assess its results, guided by research and logic rather than emotion and desire. Click here for the full article.

Whether you have a school-aged student or have grandkids you are hoping to support, the spiraling costs of a college education can be overwhelming. We’re not going to sugar coat it. It’s bad, and costs are likely to get even worse. But financial planning is about making the impossible, possible. By applying some simple lessons, you can make affording school less daunting for you and the prospective student.

It’s hard to believe it has been five years since the last summer Olympics, and we’ve had an extra year to break out some of our best sports analogies. With that said, what do you have to do to achieve gold? The best bet, and we’ve asked all the experts, is to be Simone Biles. However, we recognize almost none of our readers are Simone Biles. But that doesn’t mean we can’t take some lessons from the different athletes who do compete at the highest level.

When we recommend working with a financial advisor, we don’t mean that you should pick one and call it a day. Working with your advisor means keeping lines of communication open, adapting as your goals and needs change, and proactively managing your financial relationship. Here are some topics you can use to keep the discussion going.