Twin Cities Wealth Minute

The family gathers together after a loved one passes away for the "reading of the Will." Everyone’s sad, emotional, and a little fragile. Then one of the characters says the four most dangerous words in estate planning… and suddenly, you’ve got a holiday drama no one auditioned for.

None of it is festive. None of it is fun to think about. And that’s exactly why most people avoid planning for it.

Many people assume that leaving behind a big 401(k) or IRA is the perfect gift for those we love. But there’s a twist...

We've all been at the holiday party and have received someone else's unsolicited "advice." If you've ever received a holiday party tip, you're not alone.

While kids try to figure out what Santa will bring them, adults also try to figure out the returns on their investments. And those market predictions should end up on the "Naughty List!"

Family, connection, and legacy. That's what Thanksgiving is all about. Yet so many people fail to protect their legacy. Let's fix that!

Even the best teams fumble occasionally. What separates the champions from the rest is how fast they recover!

There are natural market cycles, and most investors react emotionally.

Fees in your portfolio can add up quickly. Every fall, consider doing an autumn fee cleanup!