Helping you be wise with money and practice generosity.
8530 Eagle Point BlvdSuite 125
Lake Elmo,
MN
55042
Phone:
- 651-287-5469
E-mail:
Newsletters
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Test Your Knowledge of Estate Planning
Taking this quiz may help increase understanding of estate planning.
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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.
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Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.