Downloadable Resources

A Conversation with Professor David Schultz

Join us for a webinar with Hamline University Professor David Schultz. He'll be discussing the upcoming midterm elections as well as topics related to the current political envronment. Live Q&A to follow the presentation.

Register today for this webinar on Wednesday, August 17 at 12:00 pm CDT.

Sustainable Responsible Impact Investing (SRI)

We have choices when it comes to investing in organizations in which we believe, and yet, what if your personal passions and interests could also align with your long-term financial goals? Sustainable Responsible Impact Investing is an approach that allows you to blend investment strategies with your desire to make the world a better place.

What is Values-Aligned Investing?

Today, there are many investment strategies and tactics to align your values with your money, but it doesn't have to be complex. Kay Kramer and Steve Dixon from Birchwood Financial Partners walk you through a presentation and discussion on Sustainable Investing and how to incorporate these ideas into your own investment strategy.

Personal Monthly Budget

Knowing your day-to-day habits is the best way to get (or keep) your spending on track. That's why we created the Personal Monthly Budget tool to help you get a handle on your habits, track recurring expenses, trim the fat, and potentially pay off debt faster.

Getting Organized Guide

Managing your personal finances can sometimes feel like a full-time job, especially if you’re new to the process. Organizing your income and expenses could build confidence and reduce stress. Our Getting Organized Guide has information and resources that will help you track your spending, create a budget and set financial goals. Best of all, it might just help you rest easier at night.

Finances for One: A Financial Guide for Widows

After the loss of a spouse, many areas of life seem foreign and confusing. Often times, finances seem to be at the top of that list, but our goal is to change that. The "Finances for One" guide may help diminish your money fears and give you the confidence you need to protect your financial future. 

Charitable Giving Workshop

Making decisions about where to direct your charitable gifts may be an activity that you are well practiced at or it may still be very new to you. Whatever your level of experience is, getting clear about your goals and intentions will help you on your philanthropic journey. Our online Charitable Giving Workshop is a great place to start!

Transitions & Meaningful Retirement

Watch our Webinar Recording with Certified Retirement Coach Ruth Tongen!Transitioning into retirement is a major life event. While some romanticize retirement and even see it as an achievement in personal status, it can be difficult for others. Add in a turbulent economy and a global pandemic, and questions abound for those preparing for this next stage in life. To help people who are either preparing to retire or have retired and are looking for something different, Ruth Tongen, a Certified Professional Retirement Coach, helps people design and live their retirement years with greater purpose, delight and better health.

Financial Milestones By Age

Many are familiar with medical age milestones like starting cholesterol screenings at 35 or a colonoscopy at 50. Similar to these medical milestones, you will want to be aware of key financial ages. From our experience turning 50, 55, and 59½ are important milestone ages for many investors and savers. We've compiled a list of key financial variables to consider at each age.

Navigating the College Search

Cozy Wittman from College Inside Track covers common mistakes families make in selecting a college, myths about financial aid, FAFSA changes that will impact many families, and guides you toward a more strategic college search.