Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
Minimum Distribution Rules: Key Things Every Retiree Should Know
Did you know there is such a thing of having too much money during retirement? While it may not necessarily be a bad thing, you do need to worry about required minimum distributions (RMDs). Here's what you need to know.
Open Enrollment Period is Coming: Tips for Choosing a Health Insurance Plan
Does your current plan cover what you need it to or are there more affordable plans available? OEP is the time to explore your options!
Reasons More Women Should Plan for Widowhood and What They Can Do to Prepare
Despite their prevalence, there is a large population of financially unprepared widows. By implementing these 5 tips, women can have a solid financial plan & enhance their retirement in the process.
Using 529 Plans: Minnesota Tax Benefits
Many people are aware of the tax benefits available at a Federal level for funding and using a 529 plan to pay for college costs. Investment income from these plans is exempt from Federal tax as long as the funds are used to pay for qualified higher education expenses and now up to $10,000/year can be used for qualified K-12 expenses.
What to Do With Your Old 401(k) When You Switch Jobs
If you're switching jobs, its time to review your old 401(k) account. Know the facts before you choose between rolling over, withdrawing or leaving it alone.