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Articles

buildings near cliff under blue and white sky during daytime photography by YIFEI CHEN courtesy of Unsplash.
Preferred Resource Group | Oct 2, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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manage the changing face of life.

 About Us
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Preferred Resource Group | Oct 1, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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A trail in a forest splitting into two divergent paths.
Preferred Resource Group | Sep 10, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
Read More
A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Preferred Resource Group | Sep 1, 2024

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Read More
Married couple a bench staring at ocean.
Preferred Resource Group | Aug 15, 2024

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Insurance
Family
The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the
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Digital art image of a business person looking through a large set of binoculars.
Preferred Resource Group | Aug 2, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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Digital art of a lawyer standing next to a large document and gavel.
Preferred Resource Group | Jul 12, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
Read More
Close-up image of an elderly hand being held by a younger-looking hand
Preferred Resource Group | Jul 2, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Person holding jar of coins with a 'savings' label
Preferred Resource Group | Jun 15, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
Read More
Image of a sailboat sailing on a lake, with cloudy weather above.
Preferred Resource Group | Jun 2, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
Read More
Older couple embracing on a boat overlooking a body of water
Preferred Resource Group | Jun 1, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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A man sitting on a bench watching a plane take off
Preferred Resource Group | May 16, 2024

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
Read More

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Maple Grove Office

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


Pipestone Office

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

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