Helping you be wise with money and practice generosity.
Phone:
- 651-287-5469
E-mail:
Newsletters
-
Financial Tools That Can Help Americans with Disabilities
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.
-
Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
-
HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
Calculators
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.