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Keeping Prom Costs Within Budget

Prom is just around the corner  – a milestone for your children but something you have been dreading. The costs associated with prom can be outrageous, from the tickets, to the dress, to the limo they can really add up quickly. We have come up with some tips to help you be pro-active and stay within your budget. Create a budget – According to a Visa Inc survey published by Fortune, the average American family will spend $919 on prom….
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Brush Up on Your IRA Facts

If you are opening an IRA for the first time or need a refresher course on the specifics of IRA ownership, here are some facts for your consideration. Contribution limits. In general, the most you can contribute to an IRA for 2017 is $5,500. If you are age 50 or older, you can make an additional “catch-up” contribution of $1,000, which brings the maximum annual contribution to $6,500 Eligibility. One potential area of confusion around IRAs concerns an individual’s eligibility…
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Ben Londy 

.width_960.Team_Member1.width_960_ben_londy { margin-right: -19px !important; } Ben comes to Prosperwell with 25+ years of experience in accounting, finance and operations. He has worked for a Fortune 50 company for 9 years in their Retail Finance Group and has worked for start-ups, turn-arounds and has been a business owner. He attended the University of Minnesota – Twin Cities and received a degree in Accounting. Ben has significant experience in accounting systems, planning and analysis, budgets, operations and process improvement. He is…
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Live It List™

Many of you have probably heard our term “Live It List.” The “Live It List” is one that we came up with to replace the common term “Bucket List.” Everyone knows what a bucket list is, however we wanted to come up with a name that didn’t have such a negative connotation behind it. Instead of a list of things you want to accomplish in your life before you die, the Live It List is a list of things you…
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Nicole N. Middendorf, CDFA

I was taught at a young age that nothing comes easy. It takes hard work and discipline to get what you want in life. My parents instilled this lesson to me and I applied it to everything I did – from ice skating to school work to starting work at the young age of 11 at our neighbor’s daycare. Growing up I never thought that I would be a Wealth Advisor. After graduating from St. Cloud State University with an…
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