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 John Oliver Revealed About the Financial Services Industry

Your Life

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...

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How an Index Card Can Save Your Finances

Personal Finance

Most young professionals probably did not have a financial advisor a decade ago, but for those that did, you know that historically a quality financial planning meeting ended with the...

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March Madness of Top Personal Finance Mistakes – Final Four

Finance Mistakes

The March Madness tournament of top financial mistakes made by young professionals saw two upsets in the quarterfinals and play-in game last week. The #9 seed in the tourney, Paying...

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Why You Should Avoid Buying the iPhone 6s

Your Life

Apple is quite possibly one of, if not, the most innovative company the world has ever seen and the iPhone is undoubtedly (sorry Android) the hottest consumer item of a...

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How an Advisor Can Help: Time, Interest, and Expertise

Your Life

A quality financial advisor can help with many aspects of your financial life, including how to begin building a budget, how much and where to begin stashing away money for...

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10 Money Commandments for Your 20s

Personal Finance

You just graduated and started your first “real” job. Or maybe your second. Or even your third. Wherever you are in your 20s, life is rapidly becoming very real. Student loans are really coming due. Your...

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Financial Wellness vs. Rooftop Tiki Bar

Financial Wellness

Business owners spend a great deal of time implementing innovative (and occasionally outrageous) solutions in an attempt to increase revenue and minimize costs.  My grandfather’s solution back in the 70’s...

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Lifewise

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Suite 1000
Minneapolis, MN 55431

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