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...Read more
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
Many young professionals are looking for financial advice when it comes to tackling many of the financial challenges they face in today’s increasingly complex world. As life becomes ever more real...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
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
“So, am I on track?” It’s a question that frequently comes up during money conversations with young professionals and one that can rarely be answered with a simple “yes” or...Read more
We didn’t think it was possible, but student loans just got more complicated. Last week, the U.S. Department of Education announced the upcoming release of yet another income based repayment...Read more
Believe it or not, marshmallows do relate to financial planning, and they just might be the most important ingredient to your success! Here’s how… Walter Mischel, a psychologist at Stanford...Read more
Bloomington, MN – A new financial planning solution, Lifewise, is aimed at keeping the process of financial planning simple, easy to use and focused on the consumer. Lifewise meets young...Read more
Investment Advisory and Fee-Based Planning offered through BerganKDV Wealth Management, LLC, doing business as Lifewise, an SEC Registered Investment Advisor.
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