3 min read
Forget ‘Resolutions’ — Focus Instead on Healthier Financial Mindset
As we start another new year, can we all agree to limit the mention of “resolutions”? The word certainly has a bad connotation: We start them, we...
3 min read
Four Strategies to Optimize Your Charitable Giving This Holiday Season
One of my favorite parts of the holiday season? People are just more generous. And let’s face it: It feels good to give! Not only does your year-end...
3 min read
5 Steps for Smart End-of-the-Year Tax Planning
No getting around it: It’s been an exhausting year. But before you retreat into your winter hibernation, insulated from the outside world, take a...
3 min read
More Than A Transaction: Selling Your Business as Part of Your Bigger Financial Plan
You’re a business owner, so you get it.
Cruise Holidays of Kansas City Enjoys Success Thanks to Strong Culture, Smart Money Moves
Cruise Holidays of Kansas City, led by Mark and Mimi Comfort, has thrived post-pandemic, thanks in large part to its partnership with MN Wealth...
4 min read
Lessons to Learn From: Real-Life Estate Planning Tales From the Trenches
We’ve all heard the estate planning horror stories, known someone who spent years trying to untangle a legal mess when a loved one died, retold...
2 min read
Medicare Enrollment is Here: Start with a Visit to Your Advisor
Fall is upon us: cooler temps, changing leaves, pumpkin spice…everything.
4 min read
Take Control of Your Divorce: A Step-By-Step Financial Checklist
The “big D” might stand for divorce, but it’s also a “d” for “disruptive.” No life event shakes up nearly every aspect of your life quite like it,...
4 min read
How to Make Compound Interest Your Friend (And Not Your Enemy)
You can picture it in your mind: that majestic oak shade tree, standing tall in your backyard. Maybe your grandkids are playing under it.
