Year-end tax planning for young professionals can be challenging given the pace at which life changes with new kids, job changes, and the purchase of a new home. Add in...Read more
If you have a budget we’re giving you the green light to rip it up this Thanksgiving and if you don’t have a one here’s the green light to wait...Read more
To Roth or not? That is the question. It’s a question on many young professional’s minds and one we hear frequently. Fortunately, the answer doesn’t prove to be as difficult...Read more
While benefits enrollment season may not top the likes of football tailgates and pumpkin spice lattes when it comes to associations with fall, it is nonetheless that time of year...Read more
In today’s video blog, we’ll cover the reasons why young professionals need a will, especially once they’ve had children. Unfortunately, despite the importance having a will and other proper estate...Read more
In today’s blog post we’ll provide an update on the Equifax breach and what you need to know, as a young professional, specifically covering: (1) what happened, (2) how to...Read more
In today’s blog post, we outline 11 questions to ask a prospective financial advisor to ensure that you find someone you can trust, that is knowledgeable, and that can grow...Read more
A financial planner telling a young professional “not to save for retirement” might, at least on the surface, appear to border on malpractice. The equivalent of the trainer telling his...Read more
There are no shortages of risks facing young professionals in today’s day and age. From investment risks, like stock market crashes and to runaway inflation, to risks associated with our...Read more
Prior to the 1960s the risks of smoking—which in hindsight are quiet obvious—first began to be verified medically as the connection between cigarettes and lung cancer solidified. There had always...Read more
Investment Advisory and Fee-Based Planning offered through BerganKDV Wealth Management, LLC, doing business as Lifewise, an SEC Registered Investment Advisor.
3800 American Blvd. W., Suite 1000, Minneapolis, MN 55431