Blog
3 Steps to Strategic Philanthropy
What would you do if you had unlimited funds to donate to charity? Would you focus on causes and organizations that make a difference locally or donate to international organizations?
Read More12 Estate Planning Must-Dos
Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so.
Read MoreInvesting vs. Saving: Key Differences and Why Your Money Mindset Matters
You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing.
Read MoreFinding Focus with Financial Planning: A Step-By-Step Guide
A financial plan is a collection of steps that help you to evaluate your financial condition and determine how to prepare for your financial future.
Read MoreA Retirement Planning Primer
Does your retirement seem years and years away? While it may appear this way, you owe it to yourself to look ahead and begin giving thought to a time in your life that may account for 20 or more "golden" years.
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Advantages, Challenges, and Opportunities for Businesswomen Today
Being a woman in business today comes with many obstacles, but it may also bring some unique advantages and opportunities.
Read MoreSaving for Retirement and a Child's Education at the Same Time
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two?
Read MoreFiguring Out a 401(k) Strategy That Works for You
Everyone wants a comfortable retirement, but the road you take there will depend on your specific situation. When you invest, you assume a certain level of risk (but like everyone you’re hoping that your holdings will increase in value).
Read MoreThe Great Wealth Transfer and Generation X
For many members of Generation X, those born between 1965 and 1980, a comfortable retirement may feel like an increasingly distant dream.
Read MoreElder Law or Estate Planning: Do You Know the Difference?
Nearly 56 million American adults are 65 or older, and the demand for community living and estate planning services may increase over the next few decades. Do you know what arrangements you need to make when the time comes?
Read MoreThe Importance of Financial Wellness
Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances.
Read MoreHigh-Net-Worth Retirement Planning: 6 Ideas to Help You Get Your Finances in Order
Do you consider yourself a high-net-worth individual (HNWI)? Most people tend not to categorize themselves or see themselves as anything more than a spouse, parent, sibling, neighbor, boss, or business owner.
Read MoreValue Investing and Today’s Affluent Portfolio
Every consumer likes a good bargain, particularly value investors, who seek out stocks trading for less than their intrinsic value.
Read MoreThe Path Towards Stability
At LPL Research, our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change.
Read MoreA Better Than Expected First Half
As we finalize the log on the first six months of 2023, we believe there’s value in reflecting on recent months gone by. Doing so can help crystallize key learnings and help chart a course through the rest of the year.
Read MoreHigh Earning Women and Wealth Management
High-earning women are becoming the primary ‘breadwinners’ in many families and are increasingly the financial decision-makers. Women have unique needs that often differ from their male counterparts.
Read More401(k) Rollovers Can Make or Break Retirement
In an era characterized by high job turnover, it is more important than ever for employees to carefully manage their retirement savings.
Read MoreWhat to Know Before You Open Your Next Investment Account
Understanding the difference between taxable, tax-deferred, and tax-exempt accounts can improve portfolio diversification and make a difference in how much you earn over time.
Read MoreWhich Internal Audit is Best for Your Business?
Internal audits play a crucial role in the proper functioning and success of a business. They are an essential component of a company's risk management process and provide management with valuable insights.
Read MoreGenerational Wealth and the Gift of Financial Freedom
Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully.
Read MoreManifest Honored As One of LPL's Top Financial Advisory Teams
Andy Schelitzche, CEO of Manifest, recently received special recognition for leading one of LPL’s top financial advisory teams in the nation.
Read MoreWelcome Peter McClellan and the 401k Latte Team!
We are very excited to announce that Peter McClellan and his team (Sarah Lambert and Lori Nickel) have joined Manifest. Peter has been serving clients in Minnesota for more than 30 years. Given his team's knowledge, experience, and...
Read MoreElection Fallout
Hello everyone, Now that we're through the election I thought it would be a good idea to give a rundown on the results and expectations for the market and economy moving forward. I've attached a link for Brian Wesbuy's (Chief Economist...
Read More#NeverForget
As we remember the tragedy of September 11th, 2001 I wanted to share the video that my daughter's school put together to honor and remember the day. Providence Academy opened one week after the tragedy of September 11th and it left a...
Read MoreUse This FREE Planning Tool To Find Out
2020 has thrown a monkey wrench into the plans and expectations many of us had. Use this FREE tool to see how close you are to hitting your financial goals and to create a financial strategy. Request a consultation with one of our...
Read MoreDo You Know Where You Stand With Your Financial Goals?
2020 has thrown a monkey wrench into the plans and expectations many of us had. Use this FREE tool to see how close you are to hitting your financial goals and to create a financial strategy. Request a consultation with one of our...
Read MoreTribute To A Pioneer
Mary E. Schmidt Rogers, whose pioneering 1978 book “Women and Money” taught women how to take control of their financial lives, died June 6. She was 103 years old. She joined Waddell & Reed in the 1950's, at a time when it...
Read MoreThoughts On a Devastating Week
In the past week our hearts have been broken by the tragic killing of George Floyd and by the mayhem and destruction of our communities that followed. Our thoughts and prayers go out to the family and friends of Mr. Floyd and to those...
Read MoreSmall Business Relief/SBA Info
First I'd like to say that I hope all of you are staying safe and that you and your families are well. These are very strange and trying times for our community, country, and world but we will get through this just as we've gotten...
Read MoreIs It Time To Fear the Coronavirus?
We have obviously been getting a lot of questions about the impact of the Coronavirus on the market and the global economy in general. First Trust Advisors released an excellent piece yesterday that does a great job of explaining the...
Read More2020 Five Star Wealth Manager
We are pleased to announce that for the second consecutive year, Andrew Schelitzche has won the Five Star Wealth Manager award! By earning thishonor, Andrew Schelitzche has demonstrated a commitment of service to his clients and his...
Read MoreThank You Veterans!
All of us at Manifest Wealth Management would like to thank our veterans for the service they have provided this country and for the freedoms we enjoy which they helped provide. We are forever grateful and hope all of you have a very...
Read MoreChampions!
Congratulations to the Manifest Wealth Management men's softball team for winning the Plymouth summer championship last night! It was a great season and it always feels good to go out winners. We hope you all enjoy the rest of your...
Read MoreVision 2019 Was A Great Experience!
The Manifest Wealth Management team spend most of last week in Atlanta at Waddell & Reed's Vision Conference. We were able to catch up with a lot of good friends and colleagues from around the country, learn a lot about what Waddell &...
Read MoreManifest Wealth Management Featured in Advisors Magazine
Manifest Wealth Management and Andy Schelitzche were recently featured in an Advisors Magazine article regarding the benefits of working with a Financial Planner vs. Adhoc Investment Advice. Check it out here! https://issuu...
Read More2019 Five Star Wealth Manager
Manifest Wealth Management is pleased to announce that Andrew Schelitzche has won the 2019 Five Star Wealth Manager award! By earning this honor, we believe Andrew has demonstrated a commitment to clients. Please offer Andrew your...
Read MoreHappy Holidays!
From all of us at Manifest Wealth Management...We hope you all have a very happy and safe Holiday Season. Best Wishes!
Read MoreHoliday Decor
I just want to say thank you to my wife, Nichole Schelitzche, for the amazing job she does in decorating our office. I often say that if it wasn't for her it would look like a caveman works here :) Instead it always feels comfortable....
Read MoreTeam Member Profile: Theresa Corey
Theresa Corey Office/Client Relationship Manager Theresa joined the firm in 2014. She grew up in southwestern Minnesota with 7 sisters and one brother. She earned a Master’s Degree in English from Mankato State University and has...
Read MoreTeam Member Profile: Krista Peterson
Krista Peterson LPL Registered Administrative Associate Krista grew up and went to high school in Eden Prairie, Minnesota. After high school, she moved to Duluth and started college at the University of Minnesota Duluth (UMD). Krista has...
Read MoreTeam Member Profile: Kevin Florey
Kevin Florey, RICP Vice President Kevin grew up in Superior, Wisconsin and graduated from the University of Wisconsin – Eau Claire with a degree in Accounting. He previously spent more than twenty years with Traveler’s...
Read MoreHappy Thanksgiving!
As we all spend time with our friends and family this season and think about the things we are thankful for, we wanted to wish you all the very best and express how thankful we are for the opportunity to work with so many amazing...
Read MoreThank You Veterans!
Thank you to all of the military veterans who are currently serving or have served. Your sacrifice and service keeps us free and is big reason we live in the greatest country in the world. We appreciate everything you do. Thank you!
Read MorePersonal Finance Education for Our Kids
I want to say thank you to Ms. Scharmer and Totino Grace High School for having me speak to her Personal Finance class. I have complained for years that I don't think our kids receive enough, or any, education on basic personal finance...
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