Resources
From personal financial planning to group benefits management, our resources give you the guidance you need to make smart decisions.
Individuals
Estate Planning
Regardless of wealth or health, everyone should take the time to create an estate plan. Having a plan in place will ensure that your wishes are known and your loved ones can avoid the stress of intestate probate proceedings.
FreeWill.com is a website that offers simple estate planning forms that you can fill out according to your wishes. Make sure to have them properly signed, witnessed, and notarized!
Health Insurance Subsidies
If you’ve been worried about the cost of health insurance in retirement, download the following guide to determine if you may be eligible for health insurance subsidies through Minnesota’s state health insurance marketplace (MNsure).
Debt Reduction Resources
If paying off debt is a priority for you. Here are some resources that will help you in creating a plan to pay off your debt.
Quality of Life Planning® Channel
The Quality of Life Planning® channel is a place for you to engage in content that will motivate and inspire you to look at your money based on quality of life, not numbers. On this channel, you’ll get a behind the scenes look into the financial planning world. We’ll discuss topics that are important to you like careers, family, health, and more.
The One Big Beautiful Bill Act Summary
This downloadable PDF highlights key provisions of the One Big Beautiful Bill Act that may impact your financial future. While not exhaustive, the summary focuses on areas most relevant to our clients. Use it as a starting point for understanding how this legislation could affect your planning.
FindHelp.Org
Quality of Life Planning® means looking beyond dollars and cents to the real-life challenges that impact financial well-being. Findhelp.org is a free, nationwide tool where you can search by ZIP code to discover local resources — from food and housing assistance to healthcare, caregiving, childcare, transportation, and more. It’s a simple way to connect with support when you or someone you love needs it most.
Fraud Resources
Protecting yourself from fraud is an important part of financial well-being. These trusted sources provide tips to recognize scams, safeguard your accounts, and report suspicious activity: OCC Fraud Resources, CFPB Fraud & Scams, and SEC Investor.gov.
Groups & Employers
Group Sponsored Financial Advisory Pilot Program
We offer a no cost, 3-month pilot program to employers who are interested in evaluating our group-sponsored financial advisory program with their employees. Click the button below to learn more.
Financial Stress Guide
As an HR Benefits Director, you play a crucial role in ensuring the well-being and productivity of your organization’s workforce. While you may already be familiar with traditional benefits offerings such as health insurance and retirement plans, it’s essential to recognize the significant impact that financial stress can have on your employees’ overall well-being and performance.