Featured Insights
Author
Charitable Giving: How to Execute More Efficiently
Author
Are you charitably inclined? Learn about the most efficient ways to complete your charitable giving.
Learn more
Blake Faust Recognized as Top 100 Advisor by NAPA
Author
Blake Faust has been recognized as a "2024 NAPA Top 100 Advisor Under 40" for the 4th time in his career. Learn more about Blake and the award.
Learn more
Estate Planning: Are your Documents in Order?
Author
Is you Estate Plan in order? There are a few key documents everyone should have. Do you?
Learn more
2024 Plan Contribution Limits Announced by IRS
Author
The IRS has released the 2024 retirement plan contribution limits. See them here!
Learn more
Planning for Your Child’s Education
Author
Summer is coming to an end and kids are preparing for a new school year. Do you have a plan to save for your child's education? Here are a few questions to ask yourself along with a few ways to save.
Learn more
Restricted Stock Units (RSU’s): Understand the Basics
Author
Restricted Stock Units (RSUs): What are they? How are they taxed? How can you maximize their benefit?
Learn more
Minnesota Passes State-run IRA Program for Small Businesses
Author
Recently passed legislation will require MN businesses with five (5) or more employees to use a State-run IRA program if they do not currently offer retirement benefits.
Learn more
Money Market vs Savings Accounts
Author
Money market fund or savings account? Where should excess cash be kept? Learn about the opportunities here.
Learn more
Attention Needed: Roth Catch-up Contributions with SECURE Act 2.0
Author
The SECURE Act 2.0 includes a new provision that goes into effect January 1st, 2024 and affects catch-up contributions for some participants.
Learn more
Do You Know How Your Financial Advisor is Paid?
Author
How are financial advisors paid? Learn about 3 of the common compensation structures & the questions to ask your advisor.
Learn more