The Global Shift: How Digital Assets are Reshaping Reserve Currencies
Lately, I’ve been digging deep into the world of money — thinking about the dollar, U.S. Treasuries, digital assets like Bitcoin and Ethereum, tokenization, and what it really means to be a “reserve currency.” While I…
By Matthew Finley
November 19, 2025
Plan Your Stock Compensation for the Year
Stock compensation can be one of the most rewarding benefits your employer can offer you. However, it also carries complexities that require careful planning. Whether you’re dealing with restricted stock units (RSUs), stock options, or performance…
By Matthew Nelson
August 19, 2025
Arctic Wolf: An Employee Stock Options Case Study
Questions you are probably asking yourself if you have stock options from Arctic Wolf: “What the heck are these? What do I do with them? Do they have value?” Today, I am going to break these…
By Jacob LaRue
July 17, 2025
What the One Big Beautiful Bill Means for Your Taxes
On July 4th President Trump signed into law the One Big Beautiful Bill. This marked a new era to our nation’s tax code. The bill covers a wide variety of items ranging from government spending to…
By Jacob LaRue
July 10, 2025
Arctic Wolf Stock Options: What You Need to Know
Part of your compensation package at Arctic Wolf may include stock options. However, for employees of private companies like Arctic Wolf, navigating the complexities of stock options can feel daunting. Decisions about whether to exercise options…
By Jacob LaRue
May 22, 2025
Can You Build a Tax-Free Retirement Fund with an HSA?
Are Health Savings Accounts one of the best tax-advantaged accounts out there? Can you really stockpile a massive balance and use it tax-free in retirement? Today, Matt and Jacob will explain why HSAs can be one of the most powerful tools for long-term, tax-advantaged growth and why using it wisely takes more than maxing out your contributions.
By Matthew Nelson
April 17, 2025
Financial Planning for Medtronic Employees and Executives
Do you work at Medtronic? Get the resources you need and expert insights from financial professionals who specialize in helping Medtronic employees make the most of their compensation package and benefits. Whether you’re a new Medtronic employee…
By Matthew Nelson
April 11, 2025
Will Social Security Really Run Out?
Lately, we’ve been getting a lot of questions from clients about the future of Social Security- and it’s no surprise. This topic has been making the rounds online, sparking concern and confusion. Will Social Security really run out? To help break it all down, we’re welcoming back Matt Finley, Senior Partner and Financial Advisor at Perspective 6 Group. He’ll explain what’s actually happening with Social Security, what could change, and why most people won’t see their benefits disappear- even in the face of funding shortfalls projected for 2032.
By Matthew Nelson
April 10, 2025
Tariffs Explained: The Good, Bad, and What’s Next
If you’ve been following recent economic news, you have questions and no doubt concerns over the recent tariff turf war and for good reason! What are they? How do they work? And more importantly, how do…
By Matthew Finley
April 9, 2025
5 Mistakes You Are Making In Your Medtronic Retirement Savings Plan
If you’re participating in the Medtronic Retirement Savings and Investment Plan, you already understand its value, but are you using it as effectively as possible? Unfortunately, we see some simple mistakes that can easily be avoided. To-day we’ll highlight each of these avoidable missteps to make sure you’re maximizing every dollar you contribute.
By Matthew Nelson
April 3, 2025
