Dan Langworthy, CIMA®, CPWA® 2/17/25 Dan Langworthy, CIMA®, CPWA® 2/17/25

Money Mindfulness In Retirement

Money mindfulness helps you make intentional financial decisions for a stress-free retirement. Learn how to align spending with your values and create a sustainable financial future with expert insights from Fortress Financial Group

Luke Kroeplin, CFP® 2/17/25 Luke Kroeplin, CFP® 2/17/25

Why Your Credit Score Matters in Retirement

Your credit score impacts mortgage rates, insurance costs, and financial flexibility in retirement. Learn how to improve and maintain a strong credit score for a secure financial future with expert insights from Fortress Financial Group.

Dan Langworthy, CIMA®, CPWA® 2/17/25 Dan Langworthy, CIMA®, CPWA® 2/17/25

Financial Planning for Couples

Financial planning as a couple is key to long-term security. Learn how to align financial goals, budget wisely, invest strategically, and plan for retirement together. Discover expert tips from Fortress Financial Group to build a strong financial future. Read more!

Cody Schaefer, CFP® 12/13/24 Cody Schaefer, CFP® 12/13/24

Understanding Tax Gain Harvesting

Unlock the benefits of tax gain harvesting. Learn how to minimize taxes and boost your portfolio's efficiency today.

Luke Kroeplin, CFP® 12/13/24 Luke Kroeplin, CFP® 12/13/24

Understanding the Apple iPhone Stock App

Confused by the Apple Stocks app? This guide explains key features, financial metrics, and tips to turn it into your essential investing tool.

Cody Schaefer, CFP® 12/13/24 Cody Schaefer, CFP® 12/13/24

5 Things You May Not Know About Social Security

Think you know Social Security? Discover 5 hidden facts about benefits, taxes, spousal rules, and strategies to maximize your retirement income

Dan Langworthy, CIMA®, CPWA® 12/13/24 Dan Langworthy, CIMA®, CPWA® 12/13/24

Financial Moves to Make When a Grandchild Is Born

Celebrate your grandchild’s arrival with smart financial moves. From 529 plans to estate updates, secure their future with these impactful strategies.

Dan Langworthy, CIMA®, CPWA® 12/13/24 Dan Langworthy, CIMA®, CPWA® 12/13/24

Financial Resolutions for the New Year: A Guide for Individuals Nearing Retirement

Nearing retirement? Discover financial resolutions to boost savings, reduce debt, and prepare for a secure, confident future in the new year.

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 (2026)

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 (2026)

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.