PrairieView Partners

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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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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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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Financial Planning for Young 3M Professionals

Financial Planning for Young 3M Professionals

3M

As an early career 3M professional, you have entered the world of personal finance and all the accompanying aspects—income, budgeting, savings, insurance, estate, etc.

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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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Health Savings Accounts for 3Mers

Health Savings Accounts for 3Mers

3M

At the close of a year, I like to take time to pause and reflect on the last 12-months. Where was I on January 1, 2020? Where am I now? Did I accomplish the goals I set for myself?

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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
Dan & Amy: Fitting All the Pieces Together

Dan & Amy: Fitting All the Pieces Together

Case Study

Dan and Amy, both 45, came to PrairieView at a critical time in their financial lives. Dan was a professional at a local Fortune 500 company and Amy worked for a small consulting firm. They had 3 kids, ages 14, 12,...

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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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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...

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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.

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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...

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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. 

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