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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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...

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Financial Advice Options for Young Professionals – Insurance Agents

Insurance Insights

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...

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The Election, Your Finances, and What to Focus On

Your Life

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...

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What Exactly is Financial Planning?

Your Life

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...

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So Am I on Track for Retirement?

Personal Finance

“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...

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Student Loan Update and What You Need to Know

Personal Finance

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...

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Why Marshmallows Hold the Secret to Financial Planning

Personal Finance

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...

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Lifewise: Meets Busy Young Professionals Right Where They Are

Lifewise News

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...

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

Lifewise

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


952-563-6901

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