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Financial Education Is Empowering

Blog Posts

How Much Life Insurance Do You Need? Thumbnail

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.

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Using 529 Plans: Minnesota Tax Benefits Thumbnail

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.

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