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Communications Communications

Riding Out Market Volatility with a Financial Plan

As discussed on Today’s Business Radio, airing on Twin Cities stations KFAN and KTLK, host Tom Lyons sat down with Joe Grochowski, an senior wealth advisor from Vector Wealth Management, to talk about how retirees and long-term investors can navigate stock market volatility.

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Communications Communications

Talking with Adult Children About Money

Many parents who have built substantial wealth over decades want to ensure their children develop a healthy, informed relationship with money. The goal is simple: help adult children avoid costly mistakes and prevent dependence.

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Articles, Well Balanced Ezra Firkins Articles, Well Balanced Ezra Firkins

Well Balanced Vol. 40

Teens want to be entrepreneurs. More retirees are using ChatGPT. And MN school boards once said the State Fair offered “more to be learned in a single day at the fair than in double the time at school or college.” Plus: hydration hacks, tax-advantaged savings, and round up of our latest podcasts.

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FYR Sharon Calhoun FYR Sharon Calhoun

One Big Beautiful Bill Act: What It Means for You

Your guide to understanding the latest tax law changes. The One Big Beautiful Bill Act introduces new rules for deductions, charitable giving, estate planning, and 529 plans. Learn how these updates could shape your financial strategy in 2025 and beyond. 

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