Well Balanced Vol 30
📈 Stock Quote
Thoughts in your head are really no different than the sound of a bird outside. It is just that you decide that they are more or less relevant.
— Stephen Gray "Adyashanti," American Author & Teacher
🤔 Riddle Me This
There is a word that starts and ends with T and contains “tea” as well. What word is this?
(scroll down for the answer)
Savings Strategies for College and Beyond
Wealth Advisor Chris Wagner, CFP®, shares valuable insights on college savings strategies, covering everything from 529 plans to the flexibility of UTMA accounts. Learn how to maximize your education savings and make informed financial decisions for your family's future.
Link to Vector Podcast
🏀 The Ant List
Minnesota Timberwolves guard Anthony "Ant" Edwards had an amusing exchange with basketball icon Charles Barkley last month. Edwards said he'd get Barkley a list of good Minneapolis restaurants. While we don't have the official list, the story prompted many to speculate. Here are some restaurants that made the local's cut.
FHIMA's - Apparently, Ant told a Vanity Fair editor this was a favorite
Manny's Steakhouse - One of Chuck's first stops
Red Cow - Home of the "Barkley" burger
J.D. Hoyt's - "Athletic-Size Portions of Steakhouse Cuisine"
Spoon & Stable - James Beard Award-Winning Chef, Gavin Kaysen
Porzana - Argentinian wood-fire steakhouse
Dario - Handmade Italian pastas
Master Your Next Car Purchase
If you’re considering buying a new car within the next few years, this podcast is for you. For many clients, a new car purchase is a significant financial decision. Senior wealth advisor Mike Nesheim, CFP®, talks through several aspects of car buying.
Link to Vector Podcast
🌲 Water, Land & Forests
The Apostle Islands are a group of 22 islands in Lake Superior, off the Bayfield Penisula in northern Wisconsin. If you are looking for an up-north getaway with stunning beaches, historic lighthouses, abundant wildlife, sandstone formations, and sea caves, then the Apostle Islands might be just the ticket.
🧾 Ten Fundamental Rights as a Taxpayer
The right to be informed
The right to quality service
The right to pay no more than the correct amount of tax
The right to challenge the IRS' position and be heard
The right to appeal an IRS decision in an independent forum
The right to finality
The right to privacy
The right to confidentiality
The right to retain representation
The right to a fair and just tax system
*This information is not a substitute for specific, individualized tax advice.
🍿 ICYMI
Podcast, Video & Content from Vector
Women and Wealth: A Pivot Towards Retirement
Retirement can bring both challenges and opportunities for women who have dedicated years to their careers. This article provides tips for a smooth transition from financial planning to exploring new interests and maintaining health. Embrace this new chapter with confidence and excitement!
Link to Vector Article
🤔 Riddle Answer: Teapot!
Tea Through the Ages
The teapot originated in China during the Yuan Dynasty (1271-1368).
It was initially used to brew and serve loose tea leaves, a practice that was different from the earlier method of boiling tea leaves directly in water.
Teapots became an integral part of the tea culture in various countries, including China, Japan, and England, each with its own distinct styles and traditions.
In England, for example, the teapot became a central piece in the social ritual of afternoon tea, introduced in the 17th century.
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