Helping you be wise with money and practice generosity.
Phone:
- 651-287-5469
E-mail:
Newsletters
-
Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
-
HSAs: A Triple-Tax Perk with Short- and Long-Term Benefits
Health savings accounts help manage short- and long-term health-care costs, while offering significant tax advantages.
-
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses
Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
-
The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
Calculators
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.