Minnesota’s estate tax laws can surprise even seasoned investors—especially those who split time between states. Learn how your estate could be affected and what you should know to protect your heirs and legacy.

Online scams are becoming increasingly sophisticated, targeting even the most cautious investors. In this episode of Well Balanced, Suzy Klapperich and advisor Charlie Gruys share a recent scam targeting a client. Plus simple steps you can take to protect your accounts and personal information.

Changes to Medicare are coming in 2026, impacting coverage options, costs, and enrollment rules. Learn what’s new and discover the steps you can take now to ensure you’re prepared.

As the year winds down, fall is the perfect season to check in on your finances and clear away clutter. These five simple tasks—from reviewing beneficiaries to organizing key documents—can help you start the new year with clarity and confidence.

Fall is the perfect time to review your financial plan and uncover year-end tax opportunities. In our latest podcast, we highlight strategies like Roth conversions, tax-loss harvesting, and charitable giving.

Discussion of smart, flexible ways to access short-term liquidity. In this episode, we explore three liquidity strategies using your portfolio—60-day IRA rollovers, margin loans, and pledged asset lines. (Podcast with David Moser)

Tom Lyons—a Vietnam-era U.S. Air Force veteran, M&A advisor, and passionate philanthropist—shares how his military service inspired founding the Minnesota Veterans Pantry. (podcast hosted by Chris Wagner)

Interview: Tom Lyons, founder of Faelon Partners Ltd., is a seasoned M&A advisor and author with over four decades of experience helping business owners maximize valuation, develop exit strategies, and align outcomes with their wealth and retirement goals. (podcast hosted by Sharon Calhoun)