Changing Your State of Domicile

Whether relocating from a high-income tax state to a low-income tax state or moving to another state with increased asset protection, property owners, especially those of high net-worth, should consider certain factors for establishing domicile. Many residents of Minnesota love to move to Florida. They love the warm weather during the long winter, the ocean, the beaches and also the tax advantages. Minnesota is a high-income tax state. One of the highest. Florida as no state income taxes. Changing your…
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Seeking Sun or Savings? Explore a Retirement Move

Many people intend to retire in the place they call home, where they have established families and friendships. But for others, the endof a career brings the freedom to choose a new lifestyle in a different part of the country — or the opportunity to preserve more wealth and protect it from taxes. This big life decision is not all about money or the weather. Quality-of-life issues matter, too, such as proximity to family members and/or a convenient airport, access…
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Divorce Workshop – Virtual

Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and possibly plan your next chapter, it is important to have the tools needed to evaluate the impact divorce can have on your personal and financial life. This workshop will be run by Wealth Advisor, Nicole N. Middendorf, CDFA and Attorney, Samantha J. Graf and will touch on the legal, emotional and financial aspects of divorce. We will cover topics including how to…
Continue reading Divorce Workshop – Virtual

Divorce Workshop – Virtual

Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and possibly plan your next chapter, it is important to have the tools needed to evaluate the impact divorce can have on your personal and financial life. This workshop will be run by Wealth Advisor, Nicole N. Middendorf, CDFA and Attorney, Samantha J. Graf and will touch on the legal, emotional and financial aspects of divorce. We will cover topics including how to…
Continue reading Divorce Workshop – Virtual

Divorce Workshop – Virtual

Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and possibly plan your next chapter, it is important to have the tools needed to evaluate the impact divorce can have on your personal and financial life. This workshop will be run by Wealth Advisor, Nicole N. Middendorf, CDFA and Attorney, Samantha J. Graf and will touch on the legal, emotional and financial aspects of divorce. We will cover topics including how to…
Continue reading Divorce Workshop – Virtual

ProsperWine and Women

Social distancing is hard, especially when our business thrives on networking and meeting others. Grab a glass of wine and join us for this LIVE virtual networking session to meet other amazing women! Registration is required.

ProsperWine and Women

Social distancing is hard, especially when our business thrives on networking and meeting others. Grab a glass of wine and join us for this LIVE virtual networking session to meet other amazing women! Registration is required.

ProsperWine and Women

Social distancing is hard, especially when our business thrives on networking and meeting others. Grab a glass of wine and join us for this LIVE virtual networking session to meet other amazing women! Registration is required.

Divorce Workshop – Virtual

Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and possibly plan your next chapter, it is important to have the tools needed to evaluate the impact divorce can have on your personal and financial life.   This workshop will be run by Wealth Advisor, Nicole N. Middendorf, CDFA and Attorney, Samantha J. Graf and will touch on the legal, emotional and financial aspects of divorce. We will cover topics including how…
Continue reading Divorce Workshop – Virtual

Divorce Workshop – Virtual

Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and possibly plan your next chapter, it is important to have the tools needed to evaluate the impact divorce can have on your personal and financial life.   This workshop will be run by Wealth Advisor, Nicole N. Middendorf, CDFA and Attorney, Samantha J. Graf and will touch on the legal, emotional and financial aspects of divorce. We will cover topics including how…
Continue reading Divorce Workshop – Virtual