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Articles

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
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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
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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
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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
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Preferred Resource Group | May 2, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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An older man relaxing and laying down in an inner tube on relaxing water.
Preferred Resource Group | May 1, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Preferred Resource Group | Apr 15, 2024

An Excellent First Quarter for Stocks

Market Commentary
The first quarter is in the books, and it was an excellent one for stocks. The S&P 500 index rode a resilient.....
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Watercolor style picture of 5 carrots sprouting from the ground.
Preferred Resource Group | Apr 2, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.

It can be the perfect time to refresh financial tasks and dust off your

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Two elderly people sitting on a bench looking at the sea
Preferred Resource Group | Apr 1, 2024

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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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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