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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...

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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...

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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...

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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...

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Your First Meeting with a Financial Advisor and Why You Don’t Have to Clean Your House to Hire a House Cleaner!

Financial Wellness

As the marketing director for both BerganKDV and Lifewise, my professional life stays pretty busy. And, as a mom to a one and a two year old, my personal life...

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Active Decisions in a Passive Investing World

Investment Guidance

The movement to low-cost, passive investing is real, as evidenced by the billions of assets flowing from funds attempting to actively beat their benchmark, to those vehicles that recognize the...

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Top Personal Finance Resources for Young Professionals

Personal Finance

When it comes to young professionals, there is usually one way to describe their lives—busy. Which is why finding efficient ways to improve how young professionals manage their finances is...

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