Featured

Recent Articles

Why You Can Forget The Budget This Thanksgiving

Your Life

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 for Young Professionals

Personal Finance

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

Why Young Professionals Need a Will

Estate Basics

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

Why Young Professionals Shouldn’t Default to Saving for Retirement

Your Life

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

Cybersecurity Best Practices for Young Professionals

Your Life

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

So you bought your first house. Now what?

Personal Finance

Right after you get done choosing paint colors, it’s important to ensure the rest of your financial house is in order. We’ve developed a checklist for young professionals to utilize...

Read more

The Risk of Not Knowing What You Don’t Know

Personal Finance

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
Older Entries

Questions? Contact us. We’re here to help.

Lifewise

3800 American Blvd. W.
Suite 1000
Minneapolis, MN 55431


952-563-6901

*Required fields