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Fiduciary Investment Advisors: Who They Are & How to Find One
Fiduciary investment advisors help you make money decisions that truly benefit you.
11 min read


Should I Get a Financial Advisor? And, Is It Worth It?
Should you get a financial advisor? If you have $500,000 or more in investable assets and you're nearing retirement, you should get a financial advisor.
13 min read


Webinar: 2025 Midyear Outlook
2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations delivers market insights on what we can expect from the economy, stocks, bonds, and more through year end.
3 min read


Intestate Succession in Minnesota for 2025
Intestate succession laws in Minnesota apply when a person dies without a will.
4 min read


What Does a Business Financial Advisor Do? (And Do You Need One?)
A business financial advisor isn't someone who tells you how to run your business. Instead, a business financial advisor is someone who helps you understand how your business fits into the bigger picture of your financial life.
11 min read


Living Trust in Minnesota: How to Create a Living Trust in 2025
As a Minnesotan, considering a living trust is a great step towards making sure your assets are protected. We'll cover how to create one.
13 min read


Minnesota Inheritance Laws: Insights for Families, Business Owners, and Real Estate Investors
One of the most important things to understand is that Minnesota has a state-level estate tax, and it kicks in at a relatively low threshold: $3 million.
12 min read


Family Trusts During an Impending Divorce in Minnesota (2025)
It’s important to understand the basics of how Minnesota law treats these trusts in divorce scenarios.
8 min read


Minnesota Gift Tax Guide for 2025
While Minnesota doesn't have a gift tax, certain gifts made within three years of death may be included in your estate for Minnesota estate tax purposes.
7 min read


How to Prepare for Retirement or a Work-Optional Lifestyle
If you have $500,000 or more in investable assets, a team of professionals can help coordinate all aspects of your financial life, aiming to ensure nothing falls through the cracks.
13 min read


Saving Over $23,000 in Taxes as a Family Business
One of my clients is a plumber who owns and runs his own business. He employs his wife and four children.
We are able to do some pretty cool things for them.
Their combined net worth — including their home, investments, and retirement accounts — was a little over $500,000.
It might seem like estate taxes won't affect this couple. However, that's not the case. Net worth and estate value are not always the same thing.
3 min read


Do You Have a Minnesota Estate Tax Issue?
I recently had a meeting with a couple that is in their early 40s to talk through their current estate plan.
Their combined net worth — including their home, investments, and retirement accounts — was a little over $500,000.
It might seem like estate taxes won't affect this couple. However, that's not the case. Net worth and estate value are not always the same thing.
3 min read


What Happens to a Family Trust in a Divorce in 2025?
If you want to prevent issues with trusts during a divorce, this is important information.
7 min read


At What Net Worth Should I Get a Financial Advisor?
A wealth management team will help you with tax planning, investment management, estate planning, and retirement planning.
11 min read


How to Change Financial Advisors in 2025
If your advisor isn't meeting your expectations, it's time to evaluate the relationship.
9 min read


What Are Appropriate Financial Advisor Fees in 2025?
The appropriate fee for a financial advisor can vary widely. Typically, you might see fees structured as a percentage of AUM.
6 min read


How to Avoid Probate in Minnesota
You can avoid probate in Minnesota if you follow a solid estate planning process that includes working with an estate planning attorney, financial advisor, and accountant.
10 min read


How to Start Generational Wealth Planning: Essential Steps for Long-Term Success
Generational wealth planning is about creating a thoughtful strategy to accumulate, preserve, and pass on your wealth in a way that benefits your family for decades to come.
11 min read


Do You Need Small Business Life Insurance?
As a business owner, you've worked hard to build something meaningful — something that supports your family, your employees, and your legacy.
6 min read


Investment Management for Business Owners: Benefits & Costs
An investment advisor is a strategic partner who aims to help you manage risk, grow wealth, and align your finances with your broader goals.
7 min read
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