Smart Wealth Blog

What do I need to know about financial planning for executives? If you’re an executive aiming to achieve a work-optional lifestyle, financial planning is key. The cornerstone of financial planning for executives is tax strategy.

If you’re planning on retiring in Minnesota, the first thing to know is that it’s not the most tax-friendly state. Income tax rates can reach nearly 10% and there’s an estate tax on assets above $3 million per person. That makes proper planning essential.

Intestate succession laws in Minnesota apply when a person dies without a will.

It’s important to understand the basics of how Minnesota law treats these trusts in divorce scenarios.

The appropriate fee for a financial advisor can vary widely. Typically, you might see fees structured as a percentage of AUM.

As a business owner, you've worked hard to build something meaningful — something that supports your family, your employees, and your legacy.

An investment advisor is a strategic partner who aims to help you manage risk, grow wealth, and align your finances with your broader goals.

Do you have a 403(b) in Minnesota? The 403(b) is your financial ally in the land of retirement savings.

Should you pay to work with a financial advisor? Is a financial advisor worth it...? We'll talk about that and more in today's blog.

If you’re wondering how to tell if a financial advisor is a fiduciary these five steps will help.

Find the ideal fiduciary financial advisor in Minneapolis—explore our 7 essential tips for smarter financial planning.

One way to manage your investments better is by leveraging tax-efficient strategies to help minimize your tax burden.

A financial advisor is a broad term for anyone offering financial advice. This includes professionals who help with investments, retirement

As we welcome the start of 2025, it’s the perfect time to reflect on the past year and look ahead to new opportunities and challenges. 

The terms wealth advisor and financial advisor are often used interchangeably, but they are not the same.

Financial planners help clients address and pursue their financial goals by providing guidance across a range of services.

As a small business owner, you might ask yourself, "Do I really need a financial advisor?"

A small business owner should consider working with a financial advisor as soon as the business grows beyond basic operations.

Financial planning for a business is more than just managing money—it's about steering your business toward sustainable success.

Looking for financial advice for small business owners?