3 Things to Consider Before Changing Your Residency to Florida for Lower Taxes

3 Things to Consider Before Changing Your Residency to Florida for Lower Taxes

Personal Finance Tax Planning

The extra time at home during the COVID-19 pandemic has provided an opportunity for many to consider a move, even a potential move out of state. Minnesota is a great state with many desirable attributes, but its...

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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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How to Be Confident When Markets Can’t Be Explained

How to Be Confident When Markets Can’t Be Explained

Investments Audio/Video

A question we’ve heard from many of you in recent months and weeks generally follows the theme of wondering how or why stock prices have recovered so much and so quickly since March, despite so much uncertainty and...

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Building a Post-COVID Emergency Fund

Building a Post-COVID Emergency Fund

Personal Finance

According to a 2019 GoBankingRates poll, 45% of respondents have $0 in a savings account. Additionally, 24% have less than $1,000 in savings. In other words, if a $1,000 emergency were to arise, nearly 70% of US...

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Tax Deadline Approaching!

Tax Deadline Approaching!

Tax Planning

As has been well publicized, the IRS moved the tax deadline for individual taxpayers from April 15th to July 15th in response to the COVID-19 pandemic.

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Cleaning that Closet: The Aftermath

Cleaning that Closet: The Aftermath

Personal Finance Tax Planning

With the COVID-19 stay-at-home orders, everyone is cleaning out closets … possibly even the attic, basement, and garage. These activities carry more than just a sense of accomplishment and peace in a less cluttered...

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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
Inflation Part 2: Investing for an Inflationary Environment

Inflation Part 2: Investing for an Inflationary Environment

Investments

I recently dedicated a whole piece to why the recent “money printing” to stimulate the economy is unlikely to lead to run-away inflation. So, why am I following it up with a piece about how to invest for an...

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Staying Safe While Online Shopping

Staying Safe While Online Shopping

Personal Finance

Like many of you, my household has seen a steep increase in our online shopping habits over the past several months. As a result of the recent safer-at-home orders, our home’s rural location, telecommuting, and...

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Inflation Part 1: Will “Money Printing” Cause Inflation?

Inflation Part 1: Will “Money Printing” Cause Inflation?

Investments

Depending on the day lately, you might see a study or expert cite one of two points. Either inflation is a thing of the past, or all this “money printing” is setting us up for higher inflation in the future. Both...

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A Purposeful Approach to Home Buying

A Purposeful Approach to Home Buying

Personal Finance

Being purposeful with your purchases is something I discussed in my last blog post, which can be found here.

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Economic Stimulus Payments – Your Questions Answered!

Economic Stimulus Payments – Your Questions Answered!

Personal Finance Tax Planning

By now, you have probably heard all about the economic stimulus payments that were approved through the CARES Act. In general, each individual is eligible to receive up to $1,200 and married couples could receive...

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Success is Aligning Spending With Your Values and Goals

Success is Aligning Spending With Your Values and Goals

Personal Finance

As with most things in life, financial resources are finite. How you approach your finite resources can either set you up for success and fulfillment or leave you feeling strained.

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