It’s called the “sandwich generation” – mid-career people who are caring for kids still in the house and taking on more care for their aging parents as well. The challenges people in this situation experience are significant and can’t really be avoided – but with planning and deliberate action, you can help make them easier…
Retirement benefits are among the best known and most desirable employee benefits offered. So why don’t more businesses offer them? First, of course, not all tools are right for every situation. But there also can be a lot of misunderstanding about complex company-sponsored benefits, and sometimes a hesitation by owners who are leery of getting…
You don’t need a Ph.D. to know the costs of education have risen dramatically in recent decades. Many parents worry about how they will pay for their kids’ schooling from they day they are born. The 529 investment plan was designed specifically to help parents plan for school costs and reward saving with benefits that…
Alerus Wealth Management provides products and services through Alerus Financial, N.A. (Alerus). Registered representatives of Alerus Securities may offer insurance and investment products through Osaic Institutions, Inc. Member FINRA/SIPC. Alerus Securities is a trade name of Alerus. Osaic and Alerus are not affiliated.
Investment and insurance products are:
The information contained herein is general in nature, is provided for educational purposes only, and should not be construed as legal or tax advice. Alerus does not provide legal or tax advice. The information should not be relied upon as investment advice or solicitation. Statements of fact are considered reliable but no representation or warranty is made as to their completeness or accuracy. Always consult your legal or tax advisor, to determine how this information may apply to your own situation.