Blog
Annual Giving Drive: Christmas for Kids - Kinzie's Local Toy Drive
We are excited to announce this year's annual giving drive! This year, we will be partnering with Christmas for Kids: Kinzie's Local Toy Drive for our Christmas Giving Drive. This organization coordinates with the United Way to support...
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Granite Financial will match your donation to St. Jude
Granite Financial will be matching your donation to St. Jude up to $1,000 when you support Team Connor's Cure in 2021!
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Fall News: COVID-19 and the Elections
School is back in session, snowbirds are determining their travel timelines and most of us are wondering when things might return to “normal”. About two weeks ago, our 10-year old son, Eli, had a runny nose. We chalked it...
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Calling on Congress to Restore Deductibility of Advisory Fees
Calling on Congress to Restore Deductibility of Advisory Fees I am a member of the Financial Services Institute (FSI); they work as advisor representatives on Capitol Hill to create a healthier regulatory environment and protect Main...
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Making the Best of Difficulties
During unsettling times, it’s important to find ways to reduce stress. If you had asked me pre-COVID-19, what kind of projects we had on our to-do list, I probably would have said “organize and purge”. Talking with...
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June is Alzheimer's and Brain Awareness Month
Caring for a Family Member With Alzheimer’s Alzheimer’s is one of our nation’s costliest diseases. Sadly, afflicted individuals without adequate long-term care insurance frequently lose most, if not all, of their...
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Laurie featured in St. Cloud Times article
Laurie was recently featured in the St. Cloud Times series Coronavirus Minnesota: "Future of finances amid COVID-19 still murkey, but local leaders confident of recovery":
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Changes at our office due to COVID-19
We are excited to return to the office June 1st - but more excited to be able to offer in-person meetings! We can also meet via virtual meeting or phone conference, whatever your preference. Read more here: What to expect
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