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Articles

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Preferred Resource Group | Nov 7, 2025

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

Estate Planning
Family
Health
Disability
Insurance
Risk Management
The Talk No One Wants to Have, But Everyone Should Bringing up long-term care or estate planning with your parents can feel tense or intrusive. But waiting for
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Preferred Resource Group | Nov 2, 2025

What Recent Inflation Signals Mean for Financial Planning

Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management

Inflation has been the boogeyman of the economy for months.

Sticky prices. Rising gas costs. A looming rate hike.

The latest report provided useful data for

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close-up photography of maple leafs with shallow depth of field by Matt courtesy of Unsplash.
Preferred Resource Group | Oct 15, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate
Ready to Retire Smart? A comfortable retirement isn’t just about saving—it’s about planning for the unexpected. Some common costs fly under the radar, but with
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Jonathan Benge | Oct 2, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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group of people sitting on rocks overlooking mountain by Roberto Nickson courtesy of Unsplash.
Preferred Resource Group | Oct 1, 2025

The Great Wealth Transfer & Financial Planning

Retirement
It’s More Than Money. It’s Legacy. Over the next 20 years, $84 trillion will pass from parents and grandparents to children and grandchildren. But this historic
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man in white dress shirt wearing black framed eyeglasses by krakenimages courtesy of Unsplash.
Preferred Resource Group | Sep 15, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management
Your Brain Is Wired to Wreck Your Retirement. Every market high whispers, “Sell before it crashes.” Every drop screams, “Get out now!” But wealth isn’t built on
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Jonathan Benge | Sep 2, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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Glowing ai chip on a circuit board. by Immo Wegmann courtesy of Unsplash.
Preferred Resource Group | Sep 1, 2025

How the Magnificent 7 and AI Impact Your Portfolio

Technology
AI, Tech Giants & Your Portfolio: What You Need to Know. From the buzz around artificial intelligence to the rise of the “Magnificent 7,” technology is
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White House, Washington DC by David Everett Strickler courtesy of Unsplash.
Preferred Resource Group | Aug 15, 2025

The “One Big Beautiful Bill” and Financial Planning

Retirement
What’s in the Big, Beautiful Bill — And What It Means for Your Money A sweeping new piece of legislation is making waves in the financial world. From tax
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Preferred Resource Group | Aug 2, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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green leafed vine plant beside white pot near window by Andrew Seaman courtesy of Unsplash.
Preferred Resource Group | Jul 16, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record

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man in black jacket sitting on white chair by Aideal Hwa courtesy of Unsplash.
Preferred Resource Group | Jul 15, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

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Maple Grove Office

7224 Forestview Lane North
Maple Grove, MN 55369
P | 763-390-8300


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119 Second Avenue SW, Suite #2, 
Pipestone, MN 56164
P | 507-390-5655

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