Four Investment Myths Revealed

Investment Guidance

Investment Myth: The Secret to Being a Great Investor is Intelligence & Hard Work Wall Street, the media and Hollywood have done a masterful job convincing young professionals and investors...

Read more

A Guide to Home Buying for Young Professionals

Personal Finance

Buying a home has historically been a rite of passage for many young professionals. You’d graduate from college, get that first job, get engaged, then married, buy a house together,...

Read more

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...

Read more

5 Ways to Maximize Your Tax Refund as a Young Professional

Tax Expertise

It’s often said there are only two things inevitable in life: death and taxes. However, for many young professionals tax time oftentimes comes with something slightly more exciting than taxes...

Read more

March Madness of Top Personal Finance Mistakes – Quarterfinals

Finance Mistakes

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

3 Simple Ways to Become a Better Saver

Personal Finance

Maybe it’s a new house or maybe you want to be financial independent by the time you’re forty.  Maybe you want to take three weeks off of work to go...

Read more

The Young Professionals Guide to Investing

Investment Guidance

The list of excuses when it comes to not investing are endless, especially for those busy young professionals immersed in their careers, which is why we compiled the young professionals...

Read more

Conquer Your Finances in 2016 with S.M.A.R.T. Goals

Your Life

As quickly as the New Year comes and goes, so do many of our best intentions for change in 2016. We find ourselves reassessing what is important and setting goals...

Read more

Why You Can Forget The Budget This Thanksgiving

Your Life

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

30 Money Mistakes to Avoid in Your 30s (Part I)

Personal Finance

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

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

Lifewise

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


952-563-6901

*Required fields