Dreaming of a vacation but worried about the cost? We’ll walk through smart planning techniques, cost-saving tools, and travel hacks to help you enjoy your next trip without overspending or adding debt.
February often sees a rise in romance and trust-based scams, as fraudsters exploit emotions and relationships to deceive their targets. This on‑demand session explains how these scams operate, the warning signs to watch for, and…
Managing money stress doesn’t have to feel overwhelming. In this Take Flight webinar, we focus on practical, approachable ways to reduce financial stress and reset everyday money habits. You’ll learn simple tools to help you…
Wrap up 2025 with actionable tips to optimize taxes, boost savings, and prepare for the year ahead. This webinar is your guide to ending the year on a strong financial note.
Estate planning doesn’t have to feel overwhelming. This session simplifies key topics like trusts, probate, gifting, and more, so you can make informed decisions to secure your family’s future.
Cyber threats are everywhere—from phishing scams to identity theft. In this session, you’ll learn how to spot common scams and take simple steps to protect your personal and financial information online.
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.
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…
Gain a high-level understanding of mutual funds, including how they work, the role of target-date funds, and managed account options. This session is perfect for those looking to take the first step in building their…
Making investment decisions based on emotions can often result in unfavorable outcomes, particularly in unpredictable markets. Join us to discover the importance of maintaining a steady approach and learn effective strategies to manage the stress…
If saving for retirement feels overwhelming, you’re not alone. This webinar will explore practical strategies to help you start building savings today, no matter where you are on your financial journey. Learn how to make…
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….
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….
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.
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…
Generational wealth isn’t just for the wealthy – anyone can achieve it. Join us as we explore ways to create a blueprint for building and protecting your legacy.
Health savings accounts and flexible spending accounts both offer tax advantages and help manage medical expenses. Learn more about similarities, differences, and key considerations.
Join our retirement specialists to learn what you should do in preparation for your upcoming retirement. Navigating pre-retirement years correctly will benefit your post-retirement years.
Join us to learn more about recognizing fraud trends and techniques, understanding your vulnerabilities, and how to leverage technology to keep your accounts secure.
College tuition continues to rise. At this rate, paying for college may feel out of the question. Hear from our financial planners on how to save for college funding.
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.
Emergencies big and small often feel like they couldn’t happen at a worse time. Join us for a discussion about things you can do to improve your financial preparedness.
Learn about the benefits of having a ROTH IRA or 401(k), how they work, and if it’s the right option for you.
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.
Buying a house today can feel next to impossible. Hear from our lending experts on tips and tricks to buy a house you can afford.
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.
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…
Creating a solid financial legacy is not just about accumulating wealth during your lifetime, it also involves careful planning to ensure your assets are managed and distributed according to your wishes. Join host John Jill…
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…
Investment fees play a vital role in determining the overall performance and profitability of your investments. Understanding these fees can help you make informed decisions about where to invest your money.
Safeguarding information in the digital world is a joint effort. Make sure you’re doing your part to protect yourself or your business from fraud. Join host John Cionci and Alerus IT security manager Roger Schmitz…
Experiencing recession can be daunting but having a plan in place can help mitigate the effects. Join host Doug Busken and senior investment analyst Karl Arnquist as they talk about how to manage your personal…
Want to know more about how rising interest rates affect investments? Join host Jessica Jackson and Alerus financial advisor Bret Kinzler to learn how changing interest rates can influence how you invest.
Whether you’re nearing retirement or just starting to plan, being prepared is key to success.
Join host Doug Busken and Alerus financial advisor Mark Anderson for a discussion on what you get, what you need, and what to expect.
Join host Doug Busken and guest speaker Jeff Lester from Eide Bailly to discuss Roth options and how to reduce tax liability in retirement planning.
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…
There is always a new financial topic being discussed in the media. Join host Matt Schartow, portfolio manager Travis Hook, and manager of investment analysis Bryan Grimm to demystify some of the recent headline topics…
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…
There’s a lot of talk about the FIRE (Financial Independence, Retire Early) Movement. Join host Matt Schartow and wealth management advisor Logan Shanks while they share tips and tricks to making financial decisions now that…
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.
How do you prepare both your family and your finances for unplanned emergencies? Join host Matt Schartow and Alerus financial advisor Paul Dadlez as they discuss planning for the unexpected.
You’ve picked a retirement date…now what? Join host Matt Schartow and Alerus financial advisor Dexter Albrecht as we discuss helping you determine how to best plan for paycheck continuation after retirement.
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…
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.
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.
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…
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…
Many people find giving to charity a fulfilling part of their financial life, but it sometimes it gets lost in the shuffle when dealing with all our regular expenses. Join host Matt Schartow and Alerus…
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.
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…
Retiring from your day to day job doesn’t mean you have to stop receiving a monthly check. With the right planning, you can still receive deposits into your bank account every month. Join host Matt…
Social security was not designed to be your sole income in retirement, but that doesn’t mean it’s not an important component of your retirement income stream. Join host Matt Schartow and special guest Bret Kinzler…
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….
It is well known that the topic of money can divide many families. But when estate planning is approached thoughtfully and with inclusive intent, it can actually help bring families closer together. Join host Matt…
With today’s technology, it is easier than ever to start investing outside of your retirement plan. Join host Matt Schartow and an Alerus financial guide as they discuss some options and important things to look…
Mutual funds are the most common type of investment in employer sponsored retirement plans, but there are many types to choose from. Join host Anne Guerriero and financial guide Lorene Fott as they explore the…
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…
Debt isn’t necessarily a bad thing, but too much of the wrong kind of debt can keep us from our financial goals. Join host Matt Schartow and an Alerus financial guide as they discuss different…
Wondering how much you should be saving for retirement at different stages in your life? There’s no exact science. Join host Matt Schartow as he talks with Alerus Wealth Management Advisor Logan Shanks for tips…
The differences between bank and retirement accounts with regard to investing.
Explores the differences between stock market performance and the performance of the economy with a perspective on past market performance.
Market concerns for individuals that have five years or less before retirement. Includes commentary on where to seek advice on the best actions to take regarding your retirement investments.
Helps those savings for retirement to understand risk tolerance and how to measure theirs. Information on how risk tolerance impacts investment choices and managing concerns about market ups and downs.
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…
Investing can be an important part of building your long-term financial strategy, but it’s also important to choose investments that are right for you. In November’s webinar, we discuss finding the investments that are right…