Debunking Financial Myths
Separate fact from fiction in personal finance. We’ll explore common misconceptions about market timing, dollar-cost averaging, and market fluctuations to help you make smarter financial decisions.
Managing Life’s Biggest Financial Transitions
Major life events – marriage, divorce, retirement, or the loss of a loved one – can create financial uncertainty and stress. In this webinar, Alerus experts share practical strategies to help you approach these transitions with clarity and confidence.
Smart Strategies for Buying or Refinancing Your Home.
Experience the convenience of having your entire financial picture in one place. My Alerus provides insights tailored to your needs, helping you track spending, improve financial health, and stay on course toward achieving your goals. It’s your roadmap to financial confidence.
Your Path to Financial Confidence: How My Alerus Works for You.
Experience the convenience of having your entire financial picture in one place. My Alerus provides insights tailored to your needs, helping you track spending, improve financial health, and stay on course toward achieving your goals. It’s your roadmap to financial confidence.
Smart Strategies for Tax Season Success
Get expert insights on how to make the most of your 2024 tax return. Learn best practices to prepare, plan, and save this tax season.
New Year, New Goals: Build Your Best Budget for 2025
Start the new year with a plan that sets you up for success. This webinar will cover actionable steps to help you create and maintain a budget that supports your short – and long- term goals.
Health Savings Accounts: What to Know
Health savings accounts and flexible spending accounts both offer tax advantages and help manage medical expenses. Learn more about similarities, differences, and key considerations.
Navigating Tax Obligations
One of the certainties of life…taxes. Join our call to hear from tax specialist Jeff Lester from Eide Bailly on structuring your tax obligations to avoid overpaying.
New Year, New Plan – Get Organized
Join host Matt Schartow and wealth management advisor Logan Shanks for 10 tips and tricks to review with your financial advisor as you start a new year.
Borrow or bust open the piggy bank?
Whether you’re buying a car, improving your home, or paying for college, join us for tips on determining when to finance and when to tap into your savings for those big-ticket purchases.
Consolidating Your Financial Life
Managing multiple financial accounts and obligations can be overwhelming in our fast-paced and interconnected world. Consolidating your financial life is a proactive step toward simplifying and organizing your finances. Join host Jennifer Louie and Alerus financial advisor Logan Shanks as they explore the benefits of consolidating accounts and provide practical tips to help you streamline your financial life.
Understanding the Benefits of your HSA/FSA
Healthcare expenses can put a strain on your finances, making it crucial to explore cost-saving options. Health savings accounts (HSAs) and flexible spending accounts (FSAs) are two popular healthcare savings accounts that offer tax advantages and help manage medical expenses. Learn more about their similarities, differences, and key considerations with host Jennifer Louie and Alerus financial advisor Chris Moen.
Do I need a financial plan?
Join host Doug Busken and Alerus financial advisor Mark Anderson for a discussion on what you get, what you need, and what to expect.
Juggling multiple financial goals
Life can become busy and complex when you have competing financial priorities. Join host Matt Schartow and Alerus financial guide LeeAnn Staffne for a discussion on how to make a plan to tackle your multiple financial goals.
All the Accounts: Health Savings, Flexible Spending, and Health Reimbursement
There are many options to help you save money outside of a retirement account, especially when it comes to health and welfare. What makes the best sense for you and your family? Join host Matt Schartow and financial guide Chris Moen to better understand your options.
Saving for Families: College Funds, Spousal IRAs, and Custodial Accounts
Make saving a family affair. Join host Matt Schartow and financial advisor Mark Anderson for a discussion on how to help your family members save for future events.
Partners and Money: Communication, Your Goals and Paying the Bills
As a follow-up to our March session (Financial Fitness for the Family), join host Matt Schartow and Alerus financial advisor Paul Dadlez while they discuss how to have an open conversation about finances with your partner. This webinar will cover strategies regarding combined accounts vs. separate accounts, and open dialog about shared financial goals.
Financial Fitness for the Family
Financial wellness is a family discussion. Join host Matt Schartow and Alerus financial guide Kari Vien in discussing how to best have open dialog with your family about budgeting, saving, and spending.
How does the stock market work? I own what?
Curious about the stock market? Join host Matt Schartow and Alerus financial guide Erik Fabian and learn how to translate stock market lingo to add value in helping review your financial portfolio.
Establishing credit, credit scores, and reports
Credit scores impact various aspects of your financial life. Join host Matt Schartow and Alerus financial guide Chad Turner as they discuss how to decipher credit scores, build and/or repair credit, and how this information impacts your financial choices.
Year-end financial planning checklist
The end of the calendar year is a great time to review your finances and see if you are on track for your financial goals. Join host Matt Schartow and Alerus wealth management advisor Logan Shanks as they discuss end of the year personal financial planning.
Managing Health Insurance Before Age 65
If you’re planning on retiring early, you’ll want a plan for health insurance. Join host Matt Schartow and Alerus financial advisor Dexter Albrecht as they discuss insuring yourself once you’re not on an employer’s plan.
Understanding Health Savings Accounts
A Health Savings Account (HSA) can help you fund future health care costs. Join host Matt Schartow and special guest Chris Moen as they discuss the benefits and drawbacks of funding an HSA account while working.
Things to Consider Before Taking Out a Loan
Low interest rates in 2021 have many wondering if now is the right time to take out a loan. It’s important to take other factors besides interest rate into consideration before you take the dive. Join host Matt Schartow and senior financial guide Kari Vien as they discuss what to consider before you take out a loan.
Tips for Creating an Emergency Fund
Did you know that over 50 percent of Americans can’t come up with $500 for in a moment’s notice? No one knows when emergencies will happen, but they usually take up time and money. Without an emergency fund, you might be forced to pay unexpected expenses with money that was intended for something else and be held back from achieving your financial goals. Join host Matt Schartow and financial guide Chris Moen as they discuss the best ways to build an emergency fund and how much you should save.
Mastering Financial Wellness with My Alerus
Whether you’re just entering the workforce, saving for your child’s college education, or preparing for retirement, managing your financial wellness is important at every stage in life. Alerus financial experts are here to help you with specific tips and tools to get you on the right track.