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
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
One fun side effect of having a team that skews on the younger side is the fact that there has been a serious baby boom in recent years here at...Read more
It’s hard to believe based on the never ending news cycle and increasingly negative attack ads that the 2016 presidential election is still two full agonizing months away. Unfortunately, there’s no avoiding...Read more
John Oliver and his hit HBO show, Last Week Tonight, took aim at the financial services industry recently and the video has gone viral. He does a fantastic job of...Read more
When you go to the car dealer to buy a car, you almost inevitably drive away with a big tangible reminder of what you just exchanged a lump sum of...Read more
It’s a question that so many motivated, young professionals face as they continue to progress through the early stages of their careers—should I go back to school to get my...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