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.
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.
How Much Life Insurance Do You Need?
Your family's needs and assets are critical considerations when determining how much life insurance to invest in. Use this four step process to help you calculate how much life insurance you need.
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.
Common Estate Planning Mistakes to Avoid
Your estate plan is important for both you and your family, so don't wait until the last minute to make a secure plan. Here are some major mistakes many estate plan packages often have that can be easily avoided.