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Monday, March 18, 2024

Learning financial literacy, such as money management, budgeting, and investing, can seem daunting, but is no different than learning how to speak another language.

Monday, March 18, 2024

National Financial Advisor Day is a celebration on April 18 of each year. This date is a time to explore the world of financial professionals and understand how they may help you navigate the complexities of managing your money.

Monday, March 18, 2024

April is Stress Awareness Month, and there's no better time to reflect on and address the stressors that may impact our lives.

Monday, March 18, 2024

Social Security benefits are critical to retirement planning. These monthly benefits provide a financial safety net for millions of Americans.

Monday, February 12, 2024

While there are multiple options such as leaving your 401(k) in your former plan if allowed, cashing out the account balance, or transferring the 401(k), many decide to roll over their old 401(k) to their new employer's plan.

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Monday, February 12, 2024

Wealth preservation is essential for high-net-worth (HNW) individuals, but it warrants a gender-specific focus, too.

Monday, February 12, 2024

Credit is one of the most important factors of life that impacts all businesses. Having solid credit is necessary for securing a small business loan.

Monday, February 12, 2024

The federal income tax filing deadline isn’t until April. However, the start of tax season is nearly upon us.

Thursday, January 11, 2024

When filing your income taxes, each taxpayer is different. Some prefer reducing the taxes they owe and getting the most significant possible refund, while others work to keep the taxes they pay as low as legally required.

Thursday, January 11, 2024

As high-net-worth individuals navigate the complexities of financial planning during their working years, one critical aspect often goes overlooked—long-term care. In 2021, the median monthly cost of a private room in a nursing home facilit

Thursday, January 11, 2024

You started a business, took the initial steps to build a foundation, and are now working to grow and expand your customer base

Thursday, January 11, 2024

Just as a winning team meticulously plans its Super Bowl plays, individuals and families may benefit from developing a comprehensive plan for their estate.

Monday, December 18, 2023

Each year, some of the biggest companies in the world fall victim to data breaches—in 2020, this list included Microsoft, Facebook, and Instagram.

Monday, December 18, 2023

The Internal Revenue Service (IRS) is helping families, teens and senior citizens learn about the continued importance of protecting personal information in helping fight identity theft and tax fraud.

Monday, December 18, 2023

The landscape of retirement finance is often complex, and the latest revisions to the rules governing Required Minimum Distributions (RMDs) underscore this point.

Monday, December 18, 2023

Most people tend not to categorize themselves or see themselves as anything more than a spouse, parent, sibling, neighbor, boss, or business owner.

Monday, December 18, 2023

After the debts have been paid, the various items left in your estate will be transferred to your heirs and beneficiaries, but first the federal government will take its share through estate taxes.

Tuesday, November 14, 2023

Some thrills associated with winter activities can stop you in your tracks if slippery snow and ice, chilly temperatures, or high speeds put you in danger or knock you off your feet.

Tuesday, November 14, 2023

The last few months of the year are all about eating, drinking, and being merry. But all this indulging often leads to feelings of guilt and a rush to get back on track come the new year.

Tuesday, November 14, 2023

The end of the year can be a chaotic time for business owners. It is a time to compile data, review the numbers, evaluate strengths and weaknesses, and determine growth opportunities for the future.

Tuesday, November 14, 2023

From buying gifts to hosting parties and traveling to see loved ones, plus filling up a cabinet with booze, expenses can quickly add up, leaving many overwhelmed.

Tuesday, October 17, 2023

Thanksgiving is a holiday for spending time with loved ones, being grateful, and perhaps enjoying a bit of overindulgence. There are many financial lessons to be had in planning, preparing, and celebrating this annual feast.

Monday, October 16, 2023

As we approach the last quarter of each year, it is a good time to plan for the next one. Year-end planning is especially important for existing retirees and those hoping to retire in the next few years.

Monday, October 16, 2023

In the realm of estate planning, the ripple effects of our oversights often linger long after we're gone, impacting the lives of those we leave behind.

Monday, October 16, 2023

A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money from each paycheck to your 401(k) plan.

Monday, September 18, 2023

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?

Monday, September 18, 2023

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.

Monday, September 18, 2023

You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing.

Monday, September 18, 2023

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.

Thursday, August 10, 2023

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.

Thursday, August 10, 2023

Being a woman in business today comes with many obstacles, but it may also bring some unique advantages and opportunities.

Thursday, August 10, 2023

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?

Thursday, August 10, 2023

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).

Wednesday, July 12, 2023

For many members of Generation X, those born between 1965 and 1980, a comfortable retirement may feel like an increasingly distant dream.

Wednesday, July 12, 2023

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?

Wednesday, July 12, 2023

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.

Wednesday, July 12, 2023

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.

Wednesday, July 12, 2023

Every consumer likes a good bargain, particularly value investors, who seek out stocks trading for less than their intrinsic value.

Tuesday, July 11, 2023

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.

Tuesday, July 11, 2023

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.

Tuesday, June 27, 2023

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.

Tuesday, June 27, 2023

In an era characterized by high job turnover, it is more important than ever for employees to carefully manage their retirement savings.

Tuesday, June 27, 2023

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.

Tuesday, June 27, 2023

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.

Tuesday, June 27, 2023

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.

Monday, April 24, 2023

Andy Schelitzche, CEO of Manifest, recently received special recognition for leading one of LPL’s top financial advisory teams in the nation.

Wednesday, November 3, 2021

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...

Monday, November 9, 2020

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...

Friday, September 11, 2020

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...

Wednesday, August 19, 2020

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...

Thursday, July 30, 2020

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...

Thursday, July 2, 2020

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...

Monday, June 1, 2020

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...

Monday, March 30, 2020

Good afternoon, On Friday, the CARES Act was signed into law. This legislation includes a number of new measures to support small businesses – joining the programs already in place to respond to the coronavirus pandemic. Below...

Wednesday, March 25, 2020

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...

Thursday, February 27, 2020

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...

Monday, December 30, 2019

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...

Monday, November 11, 2019

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...

Tuesday, August 13, 2019

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...

Thursday, June 13, 2019

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 &...

Wednesday, January 30, 2019

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...

Wednesday, January 2, 2019

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...

Tuesday, January 1, 2019

Saturday, December 22, 2018

From all of us at Manifest Wealth Management...We hope you all have a very happy and safe Holiday Season. Best Wishes!

Thursday, December 6, 2018

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....

Friday, November 30, 2018

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...

Friday, November 30, 2018

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...

Friday, November 30, 2018

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...

Thursday, November 22, 2018

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...

Tuesday, November 13, 2018

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!

Saturday, November 10, 2018

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...