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
-
Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
-
HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
-
Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?