Our Advisors
|
Darin M. Hanson, LUTCF Financial Advisor
218.740.6282
|
|
Thomas R. Berrisford Financial Advisor Email Tom
218.740.6287
|
|
|
Scott E. Fisher Financial Advisor
218.740.6288
|
|
Patrick D. Francisco Financial Advisor
218.722.0508
|
Advisor Support Team
|
Dylan Kolquist Client Services Associate
218.740.6282 |
|||
|
|
||||
|
Amanda Soberg Administrative Assistant to *Patrick D. Francisco
218.722.0508 |
|||
|
|
||||
Newsletters
-
What’s Your Real Return?
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
-
Home Energy Rebates Could Save You Money
The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.
-
Equity REITs: Is There Room for Real Estate in Your Portfolio?
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
-
The IRS Wants More Info About Your Gig Income
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.