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...Read more
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
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...Read more
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...Read more
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...Read more
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
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
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