Managing debt responsibly is critical to your long-term financial well-being. Americans owe trillions in student loan debt, credit card debt, and more. We want to help you understand the difference between “good debt” and “bad debt” as well as some practical strategies for paying off your obligations!

Take a look at our latest blog article, which details our advice regarding debt management:

The sun is shining, and the grill is firing up! If you're ready to be the ultimate host/hostess, we've got you covered with some tips for a successful summer cookout in today’s blog.

Ready to create some unforgettable memories? Check out this blog - and don't forget to send me an invitation to your next cookout.

Almost every adult could benefit from a financial advisor. Managing your money is important - no matter how much you earn. Here are 10 reasons to meet with someone like me!

May is Mental Health Month, designed to bring awareness and conversation around this critical topic. And just like our physical health, our mental health is important to keep top-of-mind all year round.

The state of Minnesota participates in what is called a 529 Plan, which allows those enrolled to save funds for the future and get some tax breaks in the process. Let’s talk about what the plan means, how funds can be used, and how to set one up for your kids.

April is Financial Literacy Month, so I wanted to share some practical tips on how to teach your kids about money management. It’s never too early to start, even if your children are young!

Starting a new business is an exciting time - but you want to make sure you take some time to think about your finances, too! Today’s article covers five financial tips for new business owners, to help you start out with firm financial footing.

You don’t need the luck of the Irish to find fun activities this St. Patrick’s Day week! Southern Minnesota has plenty of events for those of all ages if you know where to look. From adults-only pub crawls to family-friendly parades and movies, there are plenty of ways to enjoy this weekend’s holiday.

I am so grateful to announce that I have been nominated by Lincoln Investment for this year’s Women Working in Wealth Award from the American College Center for Women in Financial Services!

Are you dreaming of a fun-filled family vacation, this summer, but aren’t sure you’ll have the funds to make it happen? This blog is exactly what you need! I’ve broken down a list of feasible savings ideas to help bring that dream to life.

Have you started thinking about filing your taxes? While we are not accountants, we did put together a list of documents and items you’ll want to have on hand, prior to filing your 2022 taxes.

Planning for retirement can be a confusing process, with tons of moving parts, unusual rules, and endless questions. And of course, every person and family has unique circumstances, which means that answers for you may not be the answers for your neighbor. 

It’s a season of reflection and goal-setting. Let’s walk through a quick process for setting yourself up for a successful new year!

The week before New Years’ is going to be packed with opportunities to create memories as a family. Kids are off of school and many of us are also off of work - so how will you be filling those hours?

I’m privileged to work with many Minnesota educators, especially as they approach their well-deserved retirement date. If you’re considering retirement in June 2023, or if you’re curious about the process for when you are ready to start planning for your final year of teaching, take a look at this week’s blog.

When it comes to finances, investments, and retirement planning, there’s practically no limit to the number and types of questions I receive. But with the right help and guidance, anyone can (and should!) plan ahead for a successful financial future.

Have you considered that you may need long-term care in the future? According to the Administration on Aging, women need an average of 3.7 years of care while men need an average of 2.2 years of care. Unfortunately, long-term care is expensive and can quickly drain a savings account.

Let’s talk about what you need to know about financing your healthcare needs in your Golden Years.

With the value of the dollar down and the cost of everything else up, it is a tough time to budget our dollars and cents on the household level. This blog article covers practical budgeting strategies for any household, especially those belonging to young families.

Fall is upon us, and that means there are plenty of fun things to do in Southern Minnesota. Whether you’re overdue for a date night, you’re seeking a fun ladies’ weekend out, or you need to soak up these last sunny days with the kids - there are tons of choices in our surrounding communities! Here are ten to choose from.

Some of life’s biggest (and toughest) moments are somehow tied to finances. While the last thing on your mind when you are going through a divorce might be your finances, it’s still to play a big role.