Upcoming Seminars

If you would like to attend a Vector U Seminar, click here

JanuaryTax Cuts and Jobs Act – What the tax reform bill means for individuals
FebruaryApplying Academic Research to Practical Investing - Part 1
March3 Pitfalls to Avoid in Retirement
AprilIs Long Term Care Right for You?
MayTax Efficient Wealth Transfer and Strategic Estate Planning to Minimize Tax
JuneApplying Academic Research to Practical Investing - Part 2
JulyEffective Use of Debt and Should I be Debt-Free in Retirement?
AugustSocial Security Decisions: Optimization vs. Maximization
SeptemberThe Importance of the Sequence of Returns
OctoberNavigating Individual Health Care Options for Pre-Retirees LEARN MORE
NovemberChanges to Your 2019 Medicare Plan LEARN MORE
DecemberNext Class TBD 2019

Newsletters

2017

Q1 2017

Vector Wealth Management VECTOR UNIVERSITY 1

Q2 2017

Vector Wealth Management VECTOR UNIVERSITY 2

Q3 2017

Vector Wealth Management VECTOR UNIVERSITY 3

Q4 2017

Vector Wealth Management VECTOR UNIVERSITY 4

2016

Q1 2016

Vector Wealth Management VECTOR UNIVERSITY 5

Q2 2016

Vector Wealth Management VECTOR UNIVERSITY 6

Q3 2016

Vector Wealth Management VECTOR UNIVERSITY 7

Q4 2016

Vector Wealth Management VECTOR UNIVERSITY 8

Articles and News

Tax Strategies and Opportunities 2019

Play the Audio Recording. The Tax Cuts and Jobs Act is major tax legislation that affects individuals and businesses. At Vector, we know that our clients, including those nearing or in retirement, need comprehensive tax strategies to optimize their wealth … Continue reading

Bunching Charitable Deductions? Don’t Forget the Carryover Rules

The Tax Act of 2017 increased the standard deduction and many people who itemized deductions in the past will now be better off taking the standard deduction. For the charitably inclined, a strategy we have been discussing with our clients … Continue reading

Partner in the Fight Against Child Hunger

Register to Pack Food Over 200,000 children in Minnesota do not always have access to the nutrition they need to learn and grow. This is a horrible reality for so many kids in our community. The Sheridan Story focuses on the weekend … Continue reading