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  • Services
    • Comprehensive
      Financial Plans
    • Custom Designed Retirement Plans
    • Business
      Transition Plans
  • Team
    • Sarah Kaelberer
    • Laura Maksymkow
    • Ryan Michaelis
    • Erica Anderson
    • Jackie Riddell
    • Trish Duc
    • Craig Wymore
    • Brittany Alexander
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You are here: Home / Resources

Resources

As always, we appreciate the opportunity to discuss your financial needs with you. However, there may be times when you want to research a topic at your own pace. Our online resource library contains case studies, educational videos, and news and information to help you improve your financial well-being. If you don’t find what you are looking for, please feel free to contact us.

All-in for your charity

All-In Charity Poker

December 11, 2020 //  by B&E

On December 2nd, B&E hosted an online charity poker and happy hour event. Players raised $2,400 which B&E matched dollar for dollar. Find out who won!

All-In Charity PokerRead More

Long-Term Care Strategies

Long-Term Care Strategies

September 24, 2020 //  by B&E

Background: Long-Term Care (LTC) expenses are one wildcard that can significantly alter the course of a client’s financial future. Often times if someone has indications of needing care or significant health issues, obtaining such coverage can be a challenge. Our Case: B&E presented our PathWise Financial Plan for George and Mary many years ago. In …

Long-Term Care StrategiesRead More

Skip a day 36. Golf ball on grass.

Skip-A-Day

June 4, 2020 //  by B&E

Thank you, to all who sent photos with your B&E hat and walleye in honor of our 36th annual Skip-A-Day of Work event. Check out our photo gallery.
See you next year.

Skip-A-DayRead More

CARES Act

2020 CARES Act: Key Provisions

April 13, 2020 //  by B&E

The SECURE Act includes the most sweeping changes to retirement accounts and planning in more than a decade. Designed to boost retirement savings, most of the changes are taxpayer-friendly measures for business and individuals.

2020 CARES Act: Key ProvisionsRead More

ESA Award Winners

ESA Winners Celebration

March 13, 2020 //  by B&E

B&E, in partnership with the Greater Wayzata Area Chamber of Commerce, hosted previous winners of the Exceptional Service Award (ESA) along with active members of the Wayzata community on Thursday, March 5, 2020. A great time was had by all! Check out our photo gallery.

ESA Winners CelebrationRead More

The SECURE Act Becomes Law and Impacts Businesses

The SECURE Act Becomes Law and Impacts Businesses

January 27, 2020 //  by B&E

The SECURE Act includes the most sweeping changes to retirement accounts and planning in more than a decade. Designed to boost retirement savings, most of the changes are taxpayer-friendly measures for business and individuals.

The SECURE Act Becomes Law and Impacts BusinessesRead More

The SECURE Act Becomes Law and Impacts Individuals

The SECURE Act Becomes Law and Impacts Individuals

January 27, 2020 //  by B&E

The SECURE Act includes the most sweeping changes to retirement accounts and planning in more than a decade. Designed to boost retirement savings, most of the changes are taxpayer-friendly measures for business and individuals.

The SECURE Act Becomes Law and Impacts IndividualsRead More

Video graphic with play button

Foundational Planning for Young Professionals and Families

December 19, 2019 //  by B&E

Broaden your perspective on foundational planning with B&E’s Ryan Michaelis as he raises questions and shares insight on what you need to know now to have what you want, tomorrow.

Foundational Planning for Young Professionals and FamiliesRead More

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Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Financial Planning and Investment Advisory Services offered through B&E Investment Advisers, Inc., a State Registered Investment Adviser. Business & Estate Advisers, Inc. and B&E Investment Advisers, Inc. are separate entities from Valmark Securities, Inc.

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