We break down financial language and take the time to help you understand investment terminology and concepts, which may all be new to you. Our goal is to make you feel comfortable in the conversation.
- You Can Do A Lot Under 40
Our own Nate Wenner was named among the winners of Minneapolis/St. Paul Business Journal's 40 Under Forty this year. To celebrate, Nate shared 39 tips for what you can do for under 40 cents, $40, 40 minutes and 40 hours. Why 39? Because we invited our clients and friends to give him their own 40th tip. You can download Nate's 39 tips above and if you'd like to give your financial advisor advice for once, email Nate your top tip for under 40. Congratulations Nate for taking financial advising to a high level of individual support and for making a difference in our community!
- In October 2007, KTLK radio conducted an interview with Nate Wenner about Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs).
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- Nate Wenner was featured on the WCCO news segment "Using Chores to Teach Money Lessons" which aired on September 25, 2007.
- Nate Wenner was featured in the New York Post Business section column Dear John, The Answer Man in a brief article entitled, "IRA options vary, so choose wisely."
- The Minneapolis / St. Paul Business Journal featured Nate Wenner in the article "Independent wealth advisers tout autonomy" on July 20.
- Hewins Financial makes the Bloomberg Top Wealth Managers Top 100 of 2007 for the 3rd consecutive year.
- Nate Wenner was featured in a May 3, 2007 column for the Minneapolis Star Tribune, "Kara McGuire: Early Lessons."
- The article "The rainy day is here" highlighted Nate Wenner and his sound financial advice in the Minneapolis Star Tribune on March 22, 2007.
- "Tax-free withdrawals from IRA cannot be used to pay grandchildren's college costs" written by Nate Wenner, March 13, 2007 on USAToday.com.
- Nate Wenner was featured as an expert in the February 25, 2007 Minneapolis Star Tribune article, "Got a risk? We've got you covered."
- Wenner Selected to Serve on the AICPA's Personal Financial Specialist Credential Committee; Also Selected to the Paladin Registry was a Wipfli press release in October 2006.
- "Changes in Executive Compensation Packages Spell Opportunity for Advisors" featuring expert Nate Wenner was published in the Journal of Financial Planning, September 2006.
