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Advice Driven by Advocacy.®
I hope this finds you well and enjoying these final days of summer. It’s been beautiful in Minnesota making it hard to believe Labor Day is at our doorstep. Over the summer our team has been busy (and growing!) as we welcomed four new team members: Haley, Derek, Josh, and Courtney. We are very excited...
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We’ve all learned what seems like a lifetime of lessons over the past 15 months, particularly around how to navigate change. JNBA President Kim Brown shared her thoughts on that very current, important topic in this month’s Upsize Magazine, including how the pandemic has revealed or reinforced several important truths that are critical to dealing...
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Finally, signs of spring! I think that was the feeling many of us had as the grass started to become green, the tree buds bloomed and the tulips and daffodils added their magic touch creating an almost perfect transition from a very long year. Living in a modern day pandemic has not been easy, and...
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When you’re considering working with a financial advisor, it’s no secret that it’s critical to partner with someone who’s aligned with your values and priorities. But how do you ensure you find an advisor who’s just the right fit? Authority Magazine recently interviewed JNBA President, Kim Brown, about the most important questions to ask when...
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Through a series of blog posts over the past few months, we have shared the many ways a financial advisor can add value to your financial life above and beyond the returns your portfolio will generate. We discussed many strategies and ideas around how this value can be realized and also wanted to share an...
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I’m guessing one question each of you have asked yourself or have been asked by someone you know is, “Do you think things will ever be the same?” I’ve read that change is inevitable but growth is optional. That has always felt true to me. I think that’s why I personally define both change and...
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Who do you turn to when you need financial advice? According to a recent survey by the National Financial Educators Council (NFEC), more Americans (40 percent) rely on parents, family members, friends, or coworkers for financial guidance than turn to financial professionals (36 percent). “When people have trusted professionals to whom they can turn when...
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As we enter into the holiday season, I think it’s safe to say things look very different than holidays past. It’s been a challenging year. Tough times, sadness, and disappointment come to all of us in life, but 2020 has thrown us a powerful curve ball. COVID-19 has taken from us. We are all impacted...
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With year-end in sight and the holiday season soon upon us, we are reminded of the value of giving. In Minnesota, we have an entire holiday devoted to supporting the causes that mean the most to us: Give to the Max Day, which has become Minnesota’s annual giving holiday. This year will mark the twelfth...
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For many working individuals, open enrollment season is here again, and that provides opportunity to confirm and enhance your benefit elections for the coming year. If you experienced life changes or transitions in 2020 (e.g., getting married) or if you are planning for a big event in 2021 (e.g., having a baby), it is especially...
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