ESPPs: A Comprehensive Guide
Employer Stock Purchase Plans (ESPPs) are more than a workplace perk. They can be a powerful tool to build wealth and align your financial success with the success of your company. Participating in your company’s ESPP…
By Matthew Nelson
March 31, 2025
How to KEEP Company Contributions in Your Medtronic 401K Plan
If you participate in the Medtronic 401K plan, you already know about the great company contribution you receive, but will you be able to keep all of that money when you leave? If you’re not paying attention to the fine print, you could leave thousands of dollars on the table. Today, we’re going to break down the vesting rules and timing triggers that determine how much of your company contributions you actually get to keep.
By Emily Peterson
March 27, 2025
Your Medtronic 401k Plan Company Contributions Explained
Do you know if you are getting all of the contributions available to you in your Medtronic 401k? We’ve been getting a lot of questions about how to optimize the Medtronic 401K plan so we’re going to give you an advisor’s take on how it works and the settings that every employee should be checking.
By Emily Peterson
March 25, 2025
Tax Reporting for Stock Compensation
Managing stock compensation and tax reporting can feel overwhelming, but with the right guidance, it becomes manageable. This guide will walk you through the process step by step, helping you gather necessary forms, understand their purpose,…
By Matthew Nelson
March 20, 2025
What Should Investors Expect from the Market in 2025?Â
With market volatility, tariffs, and policy changes shaping the 2025 economic landscape, how should investors react? Emotional investing can lead to poor decisions, which is why it’s so important to separate how you’re feeling about the news and what’s actually happening. In this episode, Matt Nelson, CFP®, AIF®, ECA is joined by Matt Finley, CFP® to provide an outlook on the market heading into spring and evaluate what it could mean for your portfolio.
By Emily Peterson
March 13, 2025
Spring 2025 Market Insights
Spring 2025 Market Insights Summary Economic Outlook Portfolio Position Key Economic Factors for 2025 Solid Footing Ahead Going into Spring market earnings continue to impress with growth estimates at 14% in 2025 and 13% in 2026.…
By Matthew Finley
March 6, 2025
Social Security in 2025: Separating Fact From Fear
There’s been a lot of buzz around the future of Social Security so far in 2025. For good reason as it’s an important part of millions of Americans’ financial security. The internet and media attention have…
By Matthew Finley
February 27, 2025
Retirement Planning for MedTech: Turn Stock Compensation into Opportunity
As a MedTech professional, your career likely involves financial complexities—from navigating stock compensation to managing taxes and planning for retirement. These challenges require more than generic advice; they demand a tailored, strategic approach. At Perspective 6…
By Matthew Nelson
February 20, 2025
2025 Tax Preparation Checklist
April is right around the corner! Which means everyone’s favorite chore is as well… gathering everything needed to help file your taxes! Life changes year to year as you accumulate wealth and grow your net worth.…
By Matthew Nelson
February 13, 2025
What 2025 Means for Investors: Key Trends to Watch
Change is the name of the game in 2025, and it’s shaping up to be a big year for investors to keep their eyes wide open. Our firm recently had Michael Townsend, Managing Director, Legislative and…
By Matthew Nelson
February 7, 2025
