Why Young Professionals Shouldn’t Default to Saving for Retirement

Your Life

A financial planner telling a young professional “not to save for retirement” might, at least on the surface, appear to border on malpractice. The equivalent of the trainer telling his...

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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,...

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The DOL Fiduciary Rule – The Evolving Landscape of Advice

Personal Finance

You’re a young professional looking for financial guidance and already intimidated by the prospect of finding someone you can trust, let alone someone knowledgeable and willing to work with you...

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Money Saving Tax Tips for Young Professionals

Tax Expertise

As the weather warms and spring nears it marks the inevitable start to tax season for young professionals across the country. Taxes for many are far from exhilarating and few...

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A Crash Course in Preparing to Buy a Home

Personal Finance

Today, we are thrilled to have our first guest blogger, Corey Tutewohl, a realtor with Keller Williams Preferred Realty talking about some of the critical first steps young professioanls can take when looking...

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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...

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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...

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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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Lifewise

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Suite 1000
Minneapolis, MN 55431


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