Financial Advisors

Articles and resources related to Financial Advisors.

Get Paid to Save for College

Matthew Rich
Matthew Rich, CFP®, J.D.
Integrated Wealth Advisor
Published April 18, 2018

You have a routine. You wake, dress, brush your teeth, and ready yourself for the day ahead. Your routine comes naturally to you. What if there was a way to monetize part of your routine? Thanks to the Minnesota legislature, if you’re a Minnesota resident, there now is a way to do just that. Most of our clients have children or grandchildren who will someday go to college. Our clients understand the value and power of having a disciplined savings strategy in place for college funding. For ... [Continue Reading]

2018 IRA Actions Related to your 2017 Tax Return

Posted on February 8, 2018
 

IRA’s (Individual Retirement Accounts) are one of the most common ways to save for retirement. Conceptually, they are familiar to many, but the details related to and surrounding these types of accounts can be confusing. Many investors are also familiar with Roth accounts, which are a type of an IRA. This time of year, January thru April 15, is a critical time to understand IRA parameters since during that time you can address both tax years--2017 and 2018. In this article by Jim Glass of The ... [Continue Reading]

Financial Lessons and Key Discussions with Children and Grandchildren

Jason Kley
Jason Kley, CFP®, AIF®, MBA
Senior Integrated Wealth Advisor
Published October 27, 2017

Like many parents, I want to help my children achieve success as much as possible. That success comes in many different forms – physically, mentally, emotionally, spiritually, and financially. I want to be able to give my kids enough to help them, but not so much so that it’s detrimental. Many times it is a balancing act knowing how much to assist – while providing them with the right amount of independence. When it comes to finances, there are many teachable moments throughout a child’s life ... [Continue Reading]

The Importance of Updating Your Estate Plan

Posted on August 11, 2017
 

Estate planning includes the process of documenting our intentions so that they are known after we pass away. Done well, the process is straight-forward, and the outcomes align with one's original vision. Not done well, or ignored, the process can be quite difficult, time consuming, and leave heirs with complicated situations to sort out. As Cheryl Munk of the Wall Street Journal highlights in, "Haven't Updated your Estate Plan in a While? It's time," 52% of children report that they haven’t had ... [Continue Reading]

Five Key Estate Planning Matters to Consider Annually

Callie Geist
Callie Geist, CFP®, J.D., MBA
Integrated Wealth Advisor
Published July 27, 2017

Co-Authored by Katy Vermeer Estate planning is one of the key components of the integrative wealth management process. However, for many people, absent major life changes, drafting or updating estate documents is a process they may only consider every five to ten years. We recommend, however, that clients consider the following five key related items on a more frequent basis: Beneficiary Designations Beneficiary designations are a very important part of one’s broader estate plan because ... [Continue Reading]

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