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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2025 401(k) Contributions Limits and New ‘Super Catch-up’ Rule
- November 20, 2024
Learn about the new 401k contribution limits for 2025!
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March 25th, 2021
It’s Been a Year
It's been a year.
As in the figurative sense of, “Wow, it’s been quite a year!”
And, in the literal sense, it has been 365 days* since stock prices reached bottom. A year since stock prices fell low enough that...
February 18th, 2021
Optimism… and The Importance of a Long-Term (Investment) Perspective
Am I an optimist or a pessimist? I go back and forth. As it relates to the weather today (i.e. sub-zero cold), the evening news, or my hometown sports teams, I generally feel pessimistic. As it relates to the new...
February 4th, 2021
Don't Fail to (Estate) Plan for Your Future
Some aspects of life are just so terrifying to think about that we purposefully choose to do the opposite, shove it deep in the back of our brains and forget that it was ever a thought in the first place. I have...
January 29th, 2021
What to Do with Your Vesting 3M RSUs
Your 3M RSUs (and Stock Options*) are About to Vest!
You’ve been waiting patiently for the last three years and the day is now fast approaching! The Restricted Stock Units (RSUs) that you earned for your service in...
January 15th, 2021
2020 Market Review - No One Expected it to Be Like That
Welcome to 2021! I’m sure nobody reading this needs me to remind them that 2020 was a difficult year and one that many would just as soon forget. I want to make the case that forgetting the investment events of...
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.
December 31st, 2020
Health Savings Accounts for 3Mers
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?
December 17th, 2020
Are You Making the Most of Your 3M 401k?
The arrival of a new year is a natural time to pause and take stock of how you’re doing in all facets of life. Particularly this year, when it’s a little harder to step into (or back into) the gym, it may be an...
December 15th, 2020
President Elect Biden's Tax Proposals Affecting Individual Taxpayers
With a President-elect Joseph Biden taking office on January 20th, many people are wondering about potential tax law changes. Mr. Biden has not produced a single comprehensive tax plan, probably by design. Instead,...
December 15th, 2020
Dan & Amy: Fitting All the Pieces Together
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,...
December 10th, 2020
Maximize Your Charitable Giving Strategies
| 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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