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Built on over 30 years of experience, Minnesota Financial Resources assists individuals and small businesses through customized financial and insurance services. Our team of professionals offers a hands-on approach through the use of tailored programs designed to help grow, protect, and conserve our client’s wealth.
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Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.