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...
Read moreInvestment Myth: The Secret to Being a Great Investor is Intelligence & Hard Work Wall Street, the media and Hollywood have done a masterful job convincing young professionals and investors...
Read moreAccording to a 2014 Charles Schwab survey, the average American spends more time planning their next vacation and researching their next auto purchase than they do managing their personal finances....
Read morePolitics aside many young professionals across America are wondering how a Trump presidency will impact their everyday lives, especially when it comes to their finances and more specifically their taxes....
Read moreOne of the most common questions we hear from the young professionals we work with is “how much life insurance do I need as a young professional?” This question and...
Read moreIn the third of our four part series examining the various financial advice options for young professionals we look at the broker channel. Years ago, brokers were people that only...
Read moreWe recently had the opportunity to sit down with Financial Advisor and intrapreneur, Matt Cosgriff, and discuss music, financial advice and what inspired him to spend a ton of energy...
Read moreInvestment Advisory and Fee-Based Planning offered through BerganKDV Wealth Management, LLC, doing business as Lifewise, an SEC Registered Investment Advisor.
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