Helping you be wise with money and practice generosity.
Phone:
- 651-287-5469
E-mail:
Newsletters
-
What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
-
Goodbye Passwords, Hello Passkeys
As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
-
Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
-
HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.