What Does it Mean to be a CFP®?
Written by Julie Betchwars, CFP® Kelly mentioned that we recently celebrated Merissa completing her initial steps to become a Certified Financial Planner™, a CFP®. […] READ MORE >
Summertime in MN – I don’t think there is a better place to be! As summer starts to draw closer, you might be welcoming college kids back into the house; […] READ MORE >
Written by Kelly S. Olson Pedersen, CFP®, CDFA Consider the Pros and Cons Investment Return From the standpoint of black and white math, you invest your money where it will […] READ MORE >
Written by Kelly S. Olson Pedersen, CFP®, CDFA When the stock market starts to pull back and decline (the average intra-year decline is about 14% every year going back 36 […] READ MORE >
There is a new type of asset that we all need to pay attention to when drafting our estate plans to pass assets to our loved ones. They are “Digital […] READ MORE >
Written by Kelly S. Olson Pedersen, CFP®, CDFA Thinking things through to get a sense of direction Consulting an estate planning attorney can be an eerie feeling; after all, you […] READ MORE >