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Wealth Compass

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Wednesday, February 24, 2021

Jen recently joined our team as the Director of Client Engagement. She will be responsible for keeping you informed of headlines in the industry, as well as keeping you up to date with what is happening...

Monday, February 22, 2021

Networking may help you find opportunities that you may not be able to find on your own. It is important during a job search and during your career, since it may help connect you with future employment, customers, or vendors. Even one...

Wednesday, February 17, 2021

JASON PRIEBE, CFP ® J.D., RECOGNIZED IN FORBES AS A 2021 BEST-IN-STATE WEALTH ADVISOR Jason Priebe, CFP ® J.D. of Priebe Wealth was recently ranked No. 50 in Minnesota in the 2021 Best-In-State Wealth Advisors list published by...

Friday, February 12, 2021

Mardi gras is French for “Fat Tuesday,” and this holiday is celebrated on the day before the first day of Lent. Historically, for Catholics, Lent is a period of fasting, and, before starting the fast on Ash Wednesday, many...

Monday, February 8, 2021

Over the last year, investors experienced significant volatility. What seemed to be a strong start in January of 2020, turned into a bear market by mid-February when the Coronavirus pandemic swept the nation, and continued to an...

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Monday, February 8, 2021

Although a year away, your 2021 tax planning should have already started Amidst all the pandemic news and 2020 election drama, many might have missed that the IRS also quietly published new 2021 tax rates in late October and a there...

Thursday, February 4, 2021

“In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” Warren Buffett 2021 is under way, as our nation and the rest of the world look to begin to put the global pandemic...

Friday, January 15, 2021

Changing jobs can impact your retirement plan. To minimize disruptions to your contributions and the vested portion of your previous employer’s contributions, it’s important to understand the choices you may have when you...

Monday, January 11, 2021

In an increasingly paper-free society, organizing your financial documents can still be a challenge. No matter how simple or complex your financial picture might be, it takes some thought-out organization to keep your tax documents,...

Monday, January 4, 2021

For years, you’ve diligently invested in your retirement portfolio, accumulating wealth that you hope will sustain you throughout your Golden Years. To help see that your assets are sufficient to help you support your lifestyle...

Tuesday, December 1, 2020

Charitable giving is a way for affluent individuals spread their money around and to benefit causes that are near and dear to their hearts. Yet, for those who fall into the high net worth category, it is critical to structure...

Tuesday, December 1, 2020

From pandemic-related stimulus payments to job losses and furloughs, for many taxpayers, next spring's tax season may be more complex than usual. With the end of 2020 rapidly approaching, you should take some time to review your tax...

Tuesday, December 1, 2020

2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with the uncertainty surrounding just about everything,...

Tuesday, November 3, 2020

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes. A few words about transfer...

Tuesday, November 3, 2020

According to the Identity Theft Resource Center, the number of U.S. data breaches hit a new high in 2017. Nearly 20% of breaches included credit and debit card information, a nearly 6% increase from the prior year. The actual number of...

Tuesday, November 3, 2020

By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning,...

Tuesday, October 6, 2020

Today's low interest rates are a far cry from the double-digit rates seen in the 1970s and 1980s when even a certificate of deposit (CD) could yield up to 20 percent per year.1 But there are some distinct advantages to a...

Tuesday, October 6, 2020

The world's events always affect the markets, and making smart investment choices requires you to look at what's happening around the world. But what about during an election year? How should you invest while the country is deciding...

Tuesday, October 6, 2020

If you've been wondering how to optimize your finances and ensure your money continues to work for you, a financial professional may be able to help. But the thought of turning over your most sensitive financial information to a...

Friday, September 11, 2020

Many self-improvement goals focus on stability and personal growth — and financial goals are often no different. From buying your first home to saving for retirement, planning your finances can also help you work toward your...

Friday, September 11, 2020

Your life insurance needs change as your life changes. When you are young, you may not have a need for life insurance. However, as you take on more responsibility and your family grows, your life insurance needs increase. Your needs...

Friday, September 11, 2020

The fallout of the COVID-19 pandemic has made the need for a healthy savings account clearer than ever. Even before the pandemic, the U.S. Federal Reserve estimated that nearly 40 percent of Americans didn't have enough set aside to...

Tuesday, September 8, 2020

As you get older and closer to retirement, your financial practices need to shift slightly as you transition from working and saving to relying on your nest egg. As you approach this stage of your life, you need to take steps to...

Wednesday, October 30, 2019

October 19th, 2019, The Priebe Wealth Management Group had the honor of being a sponsor of the annual Minneapolis Metsquerade benefiting METAvivor. Sharply dressed, all those in attendance were a sight to see. Not merely due to the...

Thursday, August 29, 2019

Meeting the Remme Family My wife (Emily) and I met the Remme family in the fall of 2013 when we moved into our home in Albertville. The Remmes were so welcoming, bring us a poinsettia, gift card, and Christmas window clings for Griffin...

Wednesday, June 26, 2019

The Priebe Wealth Management Group headed north to spend an evening in Alexandria, Minnesota with friends and family at the Carlos Creek Winery. Located just north of downtown Alexandria, Carlos Creek Winery is situated on 160 acres in...

Monday, June 10, 2019

May 16th, 2019, The Priebe Wealth Management Group took advantage of the long-awaited Spring weather by visiting the Painter Creek Winery with friends and family. Nestled next to the Minnetonka Orchards, Painter Creek Winery also...

Tuesday, April 23, 2019

Understanding Your Financial Risk LevelApril is Financial Literacy Month. A key factor of understanding Financial Literacy is understanding your risk level. Does your bucket list include sky diving or is it fashioned more towards a...

Friday, March 29, 2019

Maximizing 401(k) Strategies and Savings OptionsFor the first installment of our Your Time, Your Money, we wanted to address an issue many face while progressing through their career regarding your savings and 401(k) strategy....

Friday, March 29, 2019

How Valuable Is Your Time?It seems like a simple enough question. Take your salary, do some quick math, and produce an exact dollar amount for even a single minute spent working. What about your time outside of work? Most us of can mow...

Wednesday, February 27, 2019

February 21st, 2019, The Priebe Wealth Management Group had the opportunity to experience flight at the new iFLY Indoor Skydiving facility in Minnetonka, MN. As wealth management advisors, the Priebe group looks for new ways to...