For public school employees in Minnesota, your plan for retirement typically includes a 403(b) retirement plan. But, what exactly is this plan, how does it work, and how our team help you with it? Let’s take a closer look in today’s blog!

Living in Southern Minnesota is great, any time of the year, but fall is one of my favorites. From local events and beautiful scenery to new sports and back-to-school excitement, autumn is truly special. Let’s talk about some of the best parts!

Did you know that medical bills make up about 40% of personal bankruptcy filings each year? That NIH study is linked in today’s brand-new blog, which covers some practical ways to prepare for unexpected medical expenses. Click here to learn how to prepare for the unexpected:

If your child is already in high school, or even looking to head to college this year, there is still time to finance their education. As a mother of three elementary-aged kids, I know my time is coming, and I know how stressful such preparation can be. I also know, as a financial advisor, how many parents feel confused, lost, or hopeless when it comes to the financing process. Let’s talk about your options!

From a broken down appliance to a major injury, we never know what life can bring - but preparing for emergencies is the important part. Financially speaking, one of the best ways to get ahead of any unplanned expense (or sudden lack of income) is to create an emergency fund.

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?