Cody Schaefer, CFP® 11/26/24 Cody Schaefer, CFP® 11/26/24

Building Wealth as a Mayo Clinic Employee

Maximize your Mayo Clinic benefits with our guide to building wealth, managing debt, and securing your financial future.

Luke Kroeplin, CFP® 11/25/24 Luke Kroeplin, CFP® 11/25/24

Smart Spending Strategies for Black Friday and Cyber Monday

Shop smarter this Black Friday and Cyber Monday! Learn budgeting tips, deal strategies, and secure shopping practices to save money and avoid overspending.

Cody Schaefer, CFP® 11/25/24 Cody Schaefer, CFP® 11/25/24

Mayo Clinic Pension: A Simple Guide (2025)

Understand the Mayo Clinic Pension Plan in 2025—eligibility, formulas, vesting, early retirement reductions, payment options, taxes, and what happens if you leave and return.

Luke Kroeplin, CFP® 11/14/24 Luke Kroeplin, CFP® 11/14/24

Financial Moves to Make Before Dec 31st

Boost your financial future before Dec 31! Maximize tax benefits, retirement contributions, and savings with this year-end checklist. Start the new year right.

Luke Kroeplin, CFP® 11/7/24 Luke Kroeplin, CFP® 11/7/24

Securing Your Digital Life

Protect your finances online! Learn to use strong passwords, enable MFA, avoid phishing scams, and secure devices. Stay safe in today’s digital world.

Dan Langworthy, CIMA®, CPWA® 10/31/24 Dan Langworthy, CIMA®, CPWA® 10/31/24

Elections and the Markets

Discover how elections impact the markets and why smart investing beats political worry. Take control of your financial future.

Cody Schaefer, CFP® 10/23/24 Cody Schaefer, CFP® 10/23/24

How Part Time Work Affects Social Security Benefits

Learn how part-time work in retirement can affect your Social Security benefits and taxes. Understand the rules to avoid reductions and maximize your income.

Cody Schaefer, CFP® 10/21/24 Cody Schaefer, CFP® 10/21/24

Mayo 403(b): A Simple Guide (2025)

The Mayo 403(b) helps you save with tax benefits and an employer match that grows with service. See who’s eligible, how contributions and Roth work, match tiers (50%/75%/100%), investment choices, loans/withdrawals, taxes, and key SPD references.

Dan Langworthy, CIMA®, CPWA® 10/16/24 Dan Langworthy, CIMA®, CPWA® 10/16/24

Travel Tips for the Retired Adventurer

Retired and ready to explore? Discover essential travel tips to savor every journey—pack light, travel slow, and let curiosity guide your adventures.

Dan Langworthy, CIMA®, CPWA® 10/9/24 Dan Langworthy, CIMA®, CPWA® 10/9/24

Health-Wealth Balance

Discover how to embrace the sweet spot where health and wealth converge, and start living the fulfilling, guilt-free life you've worked so hard to achieve.

Cody Schaefer, CFP® 10/3/24 Cody Schaefer, CFP® 10/3/24

FAQs About Retiring From Mayo

Discover answers to common questions about retiring from Mayo Clinic, including benefits, timing, and financial planning tips

Dan Langworthy, CIMA®, CPWA® 10/2/24 Dan Langworthy, CIMA®, CPWA® 10/2/24

Overcoming Money Blocks

Discover how to identify and overcome money blocks to transform financial challenges into opportunities for growth and success.

Luke Kroeplin, CFP® 9/25/24 Luke Kroeplin, CFP® 9/25/24

Market Indices Defined

We break down key financial market indices like the Dow, S&P 500, and NASDAQ, and explain why they matter for your retirement planning.

Luke Kroeplin, CFP® 9/18/24 Luke Kroeplin, CFP® 9/18/24

Wheel of Fortune: Looking Back & Ahead

Explore 'Wheel of Fortune' with a financial twist! We cover how inflation affects prizes, letter strategies, and the tax implications of winning big.

Luke Kroeplin, CFP® 9/11/24 Luke Kroeplin, CFP® 9/11/24

Active vs. Passive Management

When planning for retirement, choosing between active and passive funds is key. Learn the pros and cons of each in our latest blog at Fortress Financial Group.