A female doctor and female nurse are pictured looking at a healthcare directive to ensure they respect their patient's wishes.

The Importance of a Healthcare Directive

Healthcare directives, also known as advance directive or living will, are legal documents that allow individuals to express their healthcare preferences and decisions in advance. It guarantees medical wishes are respected even if a person becomes…

By Jacob LaRue
September 28, 2023

2 Min Read
Image of Partner and Financial Advisor Mattew Finley with Fall 2023 Market Insights From the desk of Matthew Finley, CFP® text to highlight the blog post.

Fall 2023 Market Insights

Partner & Financial Advisor, Matthew Finley, weighs in on the current state of the Fall 2023 market and provides insight on what consumers can expect next. Matthew utilized J.P. Morgan’s Guide to the Markets for the…

By Matthew Finley
September 21, 2023

3 Min Read
Photograph of three stacks of coins next to a piggy bank to illustrate the ways to save money by utilizing a Roth conversion.

Why Should I Consider a Roth Conversion?

A Roth conversion is a financial strategy that involves moving funds from a Traditional IRA or a qualified retirement plan, such as a 401(k), to a Roth IRA. This conversion has several potential benefits, making it…

By Jacob LaRue
September 14, 2023

3 Min Read
Black and white photograph of a hand holding up a black graduation cap to illustrate how important 529 plans can be.

What Are 529 Plans?

A 529 plan is a specialized savings account designed to help individuals and families save for higher education expenses. Named after Section 529 of the Internal Revenue Code, these plans offer tax advantages and flexibility for…

By Jacob LaRue
September 7, 2023

2 Min Read
Black and white photo of five peoples forearms all fist bumping to illustrate the effect Qualified Charitable Distributions (QCDs) has on a community.

Qualified Charitable Distributions (QCDs): The Basics

Let’s talk about Qualified Charitable Distributions, more commonly known as QCDs. Picture this: you’re enjoying your well-deserved retirement, you’ve done well saving, and you realize that you’ve got a nest egg tucked away in your Individual…

By Jacob LaRue
August 31, 2023

2 Min Read
Graphic of a person juggling small icons. Icons include piggy bank, credit card, shield, coin, and stock ticker to illustrate the investment decisions of restricted stock units like tax.

What Are the Investment Decisions to Consider with RSUs?

Restricted Stock Units or RSUs are an amazing employee benefit. However, there are investment decisions to consider when looking at RSUs. For instance, the tax implications of restricted stock units or liquidity. Be Sure to Read:…

By Jacob LaRue
August 9, 2023

2 Min Read

Medical Alley Partnership

Perspective 6 Group is excited to announce that we’re officially a Medical Alley partner!  We are thrilled to take part in Medical Alley and its global community. With this partnership, our team will gain even more…

By Emily Peterson
July 24, 2023

2 Min Read

Should I Hold My RSUs After Vesting?

When deciding whether to hold recently vested Restricted Stock Units or RSUs one needs to carefully consider the pros and cons of doing so. Also, be sure to read the first part in this series “What…

By Jacob LaRue
June 28, 2023

3 Min Read

Minnesota Twins Team Outing

On June 14th, the Perspective 6 Team ventured out of the office for a day out together! As a team we had just wrapped up our Spring client review season and our quarterly meeting. Therefore, we…

By Emily Peterson
June 14, 2023

2 Min Read

What are RSUs?

Restricted Stock Units or RSUs are a common way for companies to offer additional pay to their executives, directors, and other key employees in the form of company stock. The 4 Key Components of RSUs: The…

By Jacob LaRue
May 21, 2023

2 Min Read