Helping you be wise with money and practice generosity.
Phone:
- 651-287-5469
E-mail:
Newsletters
-
Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
-
Voluntourism: A Vacation That Makes a Difference
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
-
A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
-
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
Calculators
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.