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
It’s that time of year again. March Madness is upon us and in just a few short days the NCAA will announce the field of 68 teams that will compete...Read more
They say old habits die hard, and they usually do, but that doesn’t mean you can’t change them. Now that you’re in your 40s with retirement quickly approaching, if those...Read more
The most critical step in achieving your life goals is your ability to sacrifice current consumption for your future self. Unfortunately one’s ability to consistently save is rooted in the...Read more
Oftentimes personal finance is less about making the perfect decision and instead about avoiding the really bad ones. This axiom is especially true in your 30s as your personal finances...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.
3800 American Blvd. W., Suite 1000, Minneapolis, MN 55431