Helping you be wise with money and practice generosity.
Phone:
- 651-287-5469
E-mail:
Newsletters
-
Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
-
Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
-
Understanding the “No Tax on Tips” Deduction
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Savings Accumulation
Estimate the future value of your current savings.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.