Would Now Be a Good Time to Plan a Trip?

Would Now Be a Good Time to Plan a Trip?

Personal Finance

I will start this blog post with a confession. I am not the travel planner in our household, and for good reason. My wife is much better than I when it comes to coordinating schedules and all the details that must...

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Dollar Cost Averaging Your Way to Success

Dollar Cost Averaging Your Way to Success

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5 Cybersecurity Tips for Working from Home

5 Cybersecurity Tips for Working from Home

Personal Finance

Cyber attacks have risen as many Americans have begun working from home amid COVID-19 “stay at home” orders. While working remotely, keep yourself (cyber) safe with these 5 tips.

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There’s no “All Clear” Notification

There’s no “All Clear” Notification

Investments

Imagine a world where you don’t wake up in the morning to a plethora of headlines – some positive, the overwhelming majority negative, but collectively confusing and overwhelming – accompanied by stock prices...

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Roth Conversion: Is it a Good Tax Savings Strategy?

Roth Conversion: Is it a Good Tax Savings Strategy?

Tax Planning

Everyone loves saving taxes. And with the stock market’s downturn, Roth conversions are gaining more attention as a way to do just that. What exactly is a Roth conversion? When do they typically make sense? As with...

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Tax Loss Harvesting

Tax Loss Harvesting

Investments Tax Planning

With the recent downturn in the markets, you may have heard us mention the phrase “Tax Loss Harvesting”. Before I dive into the myriad benefits of tax loss harvesting, I think it’s important to mention the basics...

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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
Unemployment & CARES Act

Unemployment & CARES Act

Personal Finance

It is no surprise that COVID-19 has disrupted the work of millions of Americans, whether they be restaurant chefs or waiters, engineers, construction workers, architects, physical therapists, etc. Measures taken to...

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Student Loan Provisions of the CARES Act

Student Loan Provisions of the CARES Act

Personal Finance

Last month, Congress passed the Coronavirus Aid, Relief, and Economic Security Act (known as the CARES Act) to assist with a wide swath of US business and consumer economic support. We’ve written previously about...

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While You Stay at Home, Consider the Cost of Your Loan

While You Stay at Home, Consider the Cost of Your Loan

Personal Finance

As “stay-at-home” orders are extended due to the COVID-19 Pandemic, people all over the globe have changed their spending habits. In times when the ability to spend is restricted, economic activity often slows.

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Making Sense of Everything

Making Sense of Everything

Investments

The last six weeks have seen the economy, markets, and more importantly, our lives, change dramatically with little notice. Uncertainty about the near future has reached historic levels. We’ve seen this before when...

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Community Will Get Us Through

Community Will Get Us Through

Personal Finance

The loss of someone you love is often followed by the five stages of grief: Denial, Anger, Bargaining, Depression, and Acceptance. These stages of grief can also be experienced when losing something you love as...

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Passing Time During The Pandemic

Passing Time During The Pandemic

Personal Finance

Confined to their homes (like everyone else), scroll down to learn more about what some members of the PrairieView team have been doing to pass the time during The Pandemic.

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