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Understanding Today’s Financial Environment

Welcome to Manifest Wealth Management, a team of independent Financial Advisors with Waddell & Reed offering private wealth management services in Minnesota. We understand that individuals face unique challenges as they pursue their financial goals. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is cash flow management, risk management, preparing for retirement, college savings, or estate planning strategies, our personalized service focuses on your needs, wants, and financial goals and objectives.

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

Helpful Content

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

 

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Financial Planning

Financial success, while rewarding, can make life more complex. I can help you navigate these challenges and organize your financials with WealthLink, your own personal financial website. Contact me today for a site demo and to talk about your goals. Call my office or simply reply to this email.

Let’s Look Forward

Forward thinking is smart planning. And while we can’t predict the future, WealthLink – your personal financial website – allows us to run what-if scenarios to determine how your decisions today might affect your tomorrow. Contact me for a demo of the site. Call my office or simply reply to this email.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

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