Recent Articles

Four Investment Myths Revealed

Investment Guidance

Investment 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 more

Jumpstart Your Finances as a Young Professional in 2017

Personal Finance

According 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 more

An Overview of Trump and the GOP’s Tax Proposals Impact on Young Professionals

Tax Expertise

Politics 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 more

How Much Life Insurance Do I Need as a Young Professional?

Insurance Insights

One 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 more

Financial Advice Options for Young Professionals – Brokers

Personal Finance

In 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 more

Behind the Scenes of Lifewise – Meet Matt Cosgriff

Lifewise News

We 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 more

Top Four Takeaway from the 2016 XY Planning Network Conference

Lifewise News

I was honored to speak at the recent XY Planning Network Conference in San Diego, California. And, I thought I’d share my top four takeaways with you fine people of...

Read more
Older EntriesNewer Entries

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


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


*Required fields