Important Minnesota Pension Changes: How Does This Affect Public School Teachers?
Gretchen Rehm Gretchen Rehm

Important Minnesota Pension Changes: How Does This Affect Public School Teachers?

Big news for Minnesota teachers! The state recently passed major pension reforms that could give you more retirement flexibility. Once you have 30 years of service, you might be able to retire earlier with better benefits. 

Want to know if this affects your retirement plans? In my latest article, I broke down these changes and how they could impact your future. Take a look!

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The Minnesota Nice Guide to Saying "No" to Unnecessary Spending
Gretchen Rehm Gretchen Rehm

The Minnesota Nice Guide to Saying "No" to Unnecessary Spending

Does being “Minnesota Nice” mean spending money in social situations that you don’t feel comfortable spending? What do you do when you are asked to split the check unfairly, contribute to a group gift that you weren’t expecting, or go out to eat at an expensive restaurant that will stretch your finances this month? 

Let’s talk about the Minnesota Nice guide to saying “no” to unnecessary spending.


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What Is Estate Planning? 7 Steps to Consider
Gretchen Rehm Gretchen Rehm

What Is Estate Planning? 7 Steps to Consider

We all have a responsibility to plan for what happens to our money after we die. Estate planning can save your loved ones plenty of trouble after you’ve passed, make clear your personal wishes, and give you certainty at the end of your life. 

Let’s cover a basic checklist of the things you (and your loved ones) should consider, in order to have a complete estate plan in place. Take a look at these seven steps: 

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IRS Contribution Limits for 2025
Gretchen Rehm Gretchen Rehm

IRS Contribution Limits for 2025

Did you know that the IRS often changes contribution limits on an annual basis? These are caps that the government puts on specific funds, setting an amount you cannot exceed of tax-deferred money for your future. 

Keep in mind that we are not tax professionals, so we recommend that you work with your tax advisor for specific questions related to your annual tax filings. Today’s blog provides helpful information about the 2025 IRS Contribution Limits. Take a look:

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How to Fill Out the New FAFSA
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

How to Fill Out the New FAFSA

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7 Key Financial Metrics Every Family Should Monitor
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

7 Key Financial Metrics Every Family Should Monitor

These seven metrics are very helpful in helping any household track to help monitor, obtain, and maintain a healthy financial future.

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