Educational Library


Looking to gain a deeper understanding of your fiscal health? We have compiled a library of comprehensive financial articles and white papers designed to inform and enlighten you on the best methods and plans to reach your financial goals. From checklists to current strategies and best practices, you’ll find it here. To gain access, simply fill out the form on this page and let us know what articles you’re interested in receiving.

Available White Papers:


Your Social Security Checklist

Thinking about filing for your Social Security? Make sure you have all the information you need to ensure you’re maximizing this secured, lifetime investment.

The Retirement Checklist

Making sure you’re planning for the future in the most prudent and proactive way for your golden years is essential. This article will help put you on the right track.

The Importance of Bonds in a Quality Financial Plan

Investing in mid to high yield bonds can be a key component in a well-structured plan. This article will help you determine which bonds are the right investment for you.

Components of a Quality Financial Plan

A varied and diversified plan is the best way to provide you with the financial stability you deserve for your retirement. Learn the key aspects to include in this informative article.

Best Practices: Professional Conduct Standards for Fiduciary Advisors

A financial advisor who has your best interests in mind and can advise you on the best methods for your individual needs is a crucial part of your strategy. Learn what to expect and what to look for to have the best relationship with your financial advisor.

Estate Planning Checklist

This informative article will tell you what steps you’ll need to take now and in the future to leave behind the legacy you want for your loved ones.

10 Questions to Ask Your Financial Advisor

Want to make sure you’re asking the right questions when you meet with your advisory team? This article provides the tools needed to get the conversation headed in the right direction.

Tax Reduction Strategies

Taking advantage of the tax reduction options available is essential to the growth of your investment portfolio. Learn some of the best ways to reduce your tax exposure now to protect your future.

5 Things to Prepare For in Retirement

Even when you think you have crossed all your T’s and dotted all your I’s, there can still be unplanned surprises on the horizon. Educate yourself by planning for those pitfalls now.

70 Things You Should Expect From Your Advisor

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Mid Morning Money Radio Show with John Hines on WCCO Radio


Ira Achievement-Learn if your IRA is protected from the State taking it


IRA Aggregation Rules-Learn the rules for distribution if you have multiple IRA’s


Plan For 1/3 of Your Life In Retirement. Most of us don’t realize that taxes and fees are the biggest drain on our retirement resources. And taxes could be higher in retirement than pre-retirement years. We cover how to have a safe and secure retirement by minimizing taxes and fees.