Communications Communications

Divorce: Financial Planning Case Study

Case Study: We know that life events happen. Some things we can plan for like buying a home, funding a child’s education, or preparing for retirement. Divorce, on the other hand, can feel unexpected and emotionally exhausting.

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Podcast, FYR Suzy Klapperich Podcast, FYR Suzy Klapperich

Social Engineering & Cybercrime

Sharon and Suzy explore how scammers exploit emotions like urgency, trust, and fear to manipulate individuals into revealing sensitive information. Discover key insights on how to recognize and protect yourself from these deceptive tactics. (podcast)

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Podcast Sharon Calhoun Podcast Sharon Calhoun

Choosing a Senior Living Community

Sharon Calhoun, managing director at Vector, is joined by senior housing counselors Liz Rue and Lisa Woltrang from Folkestone in Wayzata. In this podcast, they emphasize the necessity of discussing transitions during times of calm rather than crisis, allowing for thoughtful decision-making.

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Tax Communications Tax Communications

COLA 2023

The purpose of the Cost-of-Living Adjustment (COLA) is to ensure that the purchasing power of Social Security and (SSI) benefits is not eroded by inflation. Social Security payments to increase by 3.2 percent in 2024.

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