Finding the Best Financial Advisor in Minnesota
Find the right financial advisor in Minnesota. Learn what to look for in a fiduciary, fee-only advisor and why local expertise matters.
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How Retirees Actually Spend: What New Research Means for Your Income Plan
Retirement spending declines over time but varies significantly year to year. Learn what new research means for building a flexible retirement income plan.
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Working With a Financial Planner in Excelsior, Minnesota
Looking for a financial advisor in Excelsior, MN? Learn how fee-only fiduciary planning helps Lake Minnetonka families, business owners, and retirees.
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How Rising Mortgage Rates Impact Your Retirement and Housing Plans
The average 30-year fixed mortgage rate is sitting close to 6.8 percent as of late July 2026, according to Freddie Mac and the Mortgage Bankers Association, the highest level in about a year
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Repair Car or Replace: How to Make the Right Decision for Your Vehicle
The emotional pull of a familiar, paid-off car is real, and so is the sting of a new car payment. Underneath both, though, is a math problem, and it is worth solving properly before you decide.
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Retirement Income Planning: Turning Savings Into a Plan That Lasts
Saving for retirement and living off it are two different skills. Most of the financial industry, and most of the advice built around it, focuses on accumulation: contribute more, choose better funds, stay invested when markets fall.
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Women and the Retirement Savings Gap: Why Traditional Plans Aren’t Enough
The retirement savings gap is real, and it’s not just about income. Career breaks, caregiving, and limited access to employer plans all play a role.
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Prenuptial and Postnuptial Agreements: What a Financial Planner Brings to the Conversation
Learn how prenuptial and postnuptial agreements can protect assets, business interests, inheritances, and blended families while supporting long-term financial planning goals.
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