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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.

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Financial Planning

Financial Planning

Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.

HSAs: Are they just what the doctor ordered?

HSAs: Are they just what the doctor ordered?

Are health insurance premiums eating into more of your budget than you’d like?

Review Life Insurance Beneficiaries to Avoid Surprises

Review Life Insurance Beneficiaries to Avoid Surprises

Big life changes may require you to update your life insurance beneficiaries. Have you reviewed yours lately?

 

Market month in review: May 2019

Stocks fell sharply in May, closing out their worst month since last December. Discover why in this May market review.

Five Things to Know About 529 Plans

Wherever your child is on their education journey, there's no better time to start saving for college than right now.

Options for an inherited IRA or employer retirement savings

You’ve inherited an IRA or employer retirement plan account. Now what? Learn your options and tax considerations.

Do well by doing good

Many people include charitable gifts in their estate plan. Have you considered doing so? Check out all the different ways to

HSAs: Are they just what the doctor ordered?

Are health insurance premiums eating into more of your budget than you’d like?

3 plans every Gen Xer needs to consider before they turn 50

Hitting the big 5-0 this year? Discover the plans you should consider to help protect your family and yourself.

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Client

Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.

Creative Planning

Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.

Annual Review

A lot can happen in the course of a year.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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