Life Change? Time to Call Your Financial Professional!
We love celebrating life’s milestones alongside our clients. Whether that’s a new home, a new baby, or a change in marital status, we are always here for you when you’re taking on life’s biggest moments!
Let’s talk about four life changes that should necessitate a call to our office.
6 Tips for a Functional and Successful Household Budget
Budgeting is the one thing everyone needs to do and no one actually wants to do! For many, budgeting is a term that brings up a lot of shame and disappointment over budgets blown, forgotten, or abandoned once a goal is achieved… or failed.
What is an "Umbrella Policy" and Why do I Need One?
When it comes to liability insurance, you may think you know it all, but there might be one more step towards ensuring you and your loved ones have the ultimate protection in case of trouble…
An umbrella policy.
5 things You Can Do to Improve Your Financial Literacy
When it comes to financial literacy, it’s not about how much you have coming in, but how well you manage those funds. Financial literacy is an umbrella term for “playing it smart” with the money you have, no matter what that looks like in your day-to-day.
8 Ways to Teach Your Kids About Money Management
The relationship each of us has with money starts at a very young age. How we are taught to budget, save, and spend money as children can make a huge impact on our habits as adults.
Let's Get Real About Student Loans
It’s time to talk about those two words everyone dreads: Student loans.
No matter how many loans you may have or the size of each one, student loans can be a sore spot for many people - especially those who work in education.
I'm Young and Healthy. Why do I need Life Insurance?
If you’re questioning whether or not you should look into life insurance, the answer is most likely: “Yes - you need it!”
While life insurance may seem to be a matter only for middle aged or older people, or for people with substantial wealth, the truth is that most people can benefit from having a life insurance plan in place.
Five Winter Driving Safety Tips for You and Your Family
We never know what the Minnesota winter will bring!
Unpredictability means it’s all the more important to review winter driving safety tips. You want to be prepared in case of any emergency.
Learn SEL Strategies for Virtual, Hybrid, and In-Person Models
I recently read a Washington Post article that summarizes the struggles teachers are facing in just the first few months of this school year. It details the overwhelming exhaustion that you are experiencing on a daily basis. You’re responsible not only for teaching children during a pandemic, but in many cases, you’re also dealing with their difficult emotions and home life problems.
Saving Money for Retirement: How Early is Too Early?
Spoiler alert: It’s never TOO early to start saving for retirement. But let’s get practical for a second.
Back-to-School 2020 - What Does it Look Like for You?
2020 has been a tough year for all of us, including Minnesotan teachers. With the back-to-school season full of change and uncertainty, you are probably feeling overwhelmed.