If you’re a corporate executive in Minnesota, a large portion of your wealth might be tied to one company—your employer. And for a while, that works really well. Stock awards accumulate. Your income is strong. Your net worth grows year after year. It feels like the system is working exactly the way it’s supposed to. […]
Financial Planning
Trump Accounts (2026): Should You Open the New $1,000 Retirement Account for Your Child?
23
Apr
Apr
Trump Accounts are generating some questions after they were rolled out in the One Big Beautiful Bill Act (OBBBA). This blog post includes an overview of the new Trump Account, including who is eligible for government seed money and when these accounts may or may not be helpful for your children. What Is a Trump […]
Financial Planning
How the War in Iran Could Affect Your Investments — and Why Your Plan Can Be Built for This
20
Mar
Mar
Watching conflict unfold in the Middle East is deeply unsettling. Our thoughts are with every person affected by the human cost of what’s happening. It’s also completely understandable if your mind has drifted toward your financial future and what impact this war may have on it. During turbulent times like these, it’s not unusual to […]
05
Mar
Mar
For many professionals, especially those in executive or corporate roles, stock awards—such as stock options, restricted stock units (RSUs), or performance shares—can represent a significant portion of total compensation. As retirement approaches, these equity-based benefits can play a major role in your overall financial picture. However, they also come with important timing, tax, and diversification […]
20
Feb
Feb
As the tax filing deadline approaches, it’s a great time to double-check your retirement and savings contributions. Even though the calendar year has ended, you may still have time to make or complete contributions for 2025 which could lower your tax bill. Below is a simple guide to the contribution deadlines for IRAs, Roth IRAs, […]
11
Dec
Dec
For many Americans, Social Security benefits form a cornerstone of retirement income. Deciding when and how to file for Social Security is one of the most important financial choices you will make in retirement planning. The right timing and strategy can make a meaningful difference in your lifetime benefits. This article reviews the main considerations […]
17
Oct
Oct
Retirement is a milestone that many people eagerly anticipate, but one of the most pressing questions facing retirees is how to manage health insurance costs. If you retire before age 65, you may face a coverage gap before becoming eligible for Medicare. Even after Medicare kicks in, understanding the enrollment process and choosing the right […]
Financial Planning, Tax Minimization Videos
What HNW Donors Need to Know About the OBBBA’s Tax Impact on Giving
01
Oct
Oct
The recently passed One Big Beautiful Bill Act (OBBBA) has reshaped the landscape for charitable giving, and for high-net-worth individuals, the changes can be significant. In this video, I’ll explain some key points: How the new tax law impacts the value of your charitable gifts When it might make sense to itemize versus take the […]
Financial Planning, Retirement
Should You Roll Over Your Old 401(k)? The Hidden Costs of Leaving It Behind
25
Aug
Aug
If you’re a corporate executive, you might have at least one 401(k) plan lingering from a prior employer. It’s just sitting there—unwatched, unmanaged, and probably not doing anything wrong… but not exactly doing anything strategic, either. I get it — you’re busy. You have teams to lead, goals to hit, and maybe even inboxes you […]
Retirement, Taxes
Is a Roth 401(k) Appropriate for You? What Every Corporate Executive Should Consider
21
Aug
Aug
When it comes to building wealth for retirement, corporate executives often face a paradox: high income opens the door to many opportunities, but it can also close off access to some of the most tax-efficient savings tools—like Roth IRAs, which phase out at relatively modest income levels. But there’s one Roth strategy that’s still on […]