Smart Wealth Blog

A wealth management team will help you with tax planning, investment management, estate planning, and retirement planning.

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.

Minneapolis is home to many excellent financial advisors and private wealth management firms. Some focus on retirement planning, while others specialize in helping business owners, retirees, athletes, executives, or young couples.

Inheritance is not generally considered marital property in Minnesota.

Whether there is a capital gains tax on inherited property in Minnesota depends on how the money is inherited.

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

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

When choosing a wealth manager, you should look at the wealth manager's designations and who they typically help.

Wealth management allows high-net-worth individuals and business owners to optimize how their assets are managed and plan for the future.

Wealth planning seeks to ensure that financial resources are aligned with one's personal values and future objectives.

If you're wondering whether you need a financial advisor, you probably do. 

Building and preserving generational wealth are two interconnected but distinct processes. They have their own steps and strategies.

A sudden wealth event may include winning the lottery, receiving a large inheritance, or selling a business or property for a substantial pr

A wealth management team will provide custom strategies that align with your family’s vision and values. 

Wealth management is a holistic approach to managing an individual's or family's financial situation and future planning.

In this comprehensive guide, we'll dive into 5 essential sudden wealth tips to preserve your newfound financial abundance.

Sudden wealth can be a life-changing event that brings both excitement and anxiety. 

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.

Insurance plays a critical role in financial planning by providing a safety net for unexpected events.

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