Insights blog
Wealth management news and analysis
Insights
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Starting in 2022, new IRS life expectancy tables reduce required minimum distributions (RMDs), helping retirees stretch retirement savings and lower tax burdens. Learn more.
12/14/2020
Blog
Make your holiday giving more meaningful. Learn how to give wisely to charities and loved ones, maximize tax benefits, and align your generosity with your financial plan.
12/11/2020
Blog
President-Elect Biden has proposed significant tax hikes on the wealthy. The Tax Policy Center summarizes the tax increases on high income taxpayers as:
12/9/2020
Blog
Retired and no longer receiving a paycheck? Learn how to manage estimated tax payments using retirement account withholdings, avoid penalties, and optimize your tax strategy with smart planning.
12/7/2020
Blog
Learn how realizing capital gains in retirement can trigger hidden taxes—from Social Security and Medicare premiums to state taxes and the Net Investment Income Tax. Discover smart strategies to avoid costly surprises.
11/29/2020
Blog
Wondering how much income you’ll have in retirement? Learn how to estimate your monthly retirement paycheck by analyzing assets, forecasting growth, calculating Social Security benefits, and projecting future taxes—with expert insights and tools like RealityCheck™.
11/24/2020
Blog
Choosing the right target date fund is key to building a strong retirement plan for your employees. Learn how to evaluate glide paths, QDIA options, and fund strategies to support long-term success.
11/22/2020
Blog
Discover how remote work is making full-time lake living a reality. Learn why families are relocating to the Brainerd Lakes Area for lifestyle, education, and opportunity.
11/19/2020
Blog
Same-sex couples face unique financial challenges. Explore 7 key questions—from marriage and estate planning to family building and long-term care—that LGBTQ+ partners should discuss to build a secure financial future.
11/19/2020
Blog
Avoid the Investment Performance Trap. Learn the six ‘Ps’ of prudent investment management—Philosophy, Portfolio Design, People, Process, Product, and Performance—to stay focused on long-term financial success.
11/17/2020