Smart Wealth Blog

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.

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.

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.

If you want to prevent issues with trusts during a divorce, this is important information.

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

If your advisor isn't meeting your expectations, it's time to evaluate the relationship.

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

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.  

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.

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.

Inheritance is not generally considered marital property in Minnesota.

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.

There are plenty of retirement plans for small businesses, but not all fit every business owner.

Retirement planning in Minneapolis requires careful attention to your financial future.

As a Registered Investment Advisor (RIA), your clients depend on you—a lot. The earlier you begin planning, the more control you have.

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

Who to work with for your retirement planning is one of the most important financial decisions you’ll ever have to make.