Anyone who successfully serves in a leadership role – or who hopes to – should think about how they are perceived by others. Education, experience, and results mean little if you aren’t viewed as a leader, and so quite a bit of your potential success comes down to presence.

Oh, the dichotomy of money discussions. They’re so important to have, yet they are often uncomfortable and, therefore, avoided at all costs. Couple that with the fact that money disagreements are a leading cause of divorce,[i] and it’s no surprise most married couples aren’t properly communicating about financial habits and money values.

[i] https://www.cnbc.com/2015/02/04/money-is-the-leading-cause-of-stress-in-relationships.html

In conjunction with Mpls. St. Paul Magazine and Twin Cities Business, Five Star Professional has recognized Echo Huang with the 2020 Five Star Wealth Management award. Echo Huang has been a nine-year recipient (2012 - 2020) of this award.

Check out Echo’s online profile and feel free to share it with your colleagues and friends who may be looking for a trusted wealth manager.

Setting financial goals helps you stay on track, whether unexpected expenses and gain peace of mind for your later years. In this article, we will review seven goals that can help you get on track – and stay there – for the duration of your financial future. 

Meaningful Alternative Gift Ideas

Alternative gifts can take many forms, but here you’ll find six suggestions to get you started.

1. Check a Box on Your Loved One’s To-Do List

Most people are busy around the clock these days, with only their most pressing to-do list items getting attention in any given day, week or month. Consider asking people what they need help with, then either complete the chore for them or join together to help them accomplish it. It could be something as simple as

When it comes to estate planning, do you have your ducks in a row? Even if you have all the proper documentation in place, you may be missing an important piece of the puzzle if you don’t have a wealth transfer plan.

Estate Plans

Estate planning documents are the best way to ensure your assets are distributed according to your wishes when you die. When you pass away without a will or trust in place, state law will determine who receives your assets. Unfortunately, this may not be in