Photograph of a man and woman looking at documents with a gavel to illustrate the passing of the Secure Act 2.0.

Secure Act 2.0: Catch-up Contribution Rules

What is the Secure Act 2.0? The Secure Act 2.0, originally introduced in December of 2022, brings about some potential changes to your retirement plan. Within Secure Act 2.0 there are a variety of changes coming…

By Jacob LaRue
January 18, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 7: How to Master ESPPs

MWA Ep. 7: How to Master ESPPs

Are you making the most of Employee Stock Purchase Plans (ESPPs)?  From the intriguing to unexpected, Matt Nelson, CFP® guides MedTech professionals through the intricacies and strategic use of ESPPs in this insightful episode. He sheds…

By Emily Peterson
January 11, 2024

2 Min Read
Graphic of text reading Key Retirement Plan Contribution Limits 2024. With a list of general retirement plans: 401k/403b/457, Traditional IRA, Roth IRA, Simple IRA, Sep IRA, and HSA.

Key Retirement Plan Contribution Limits for 2024

With the 2024 quickly approaching, the IRS has provided updates to retirement plan contribution limits. If you or your spouse are still working, then you may want to update your contribution amounts to ensure you are…

By Jacob LaRue
January 4, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 6: How to Maximize Your 401(k)

MWA Ep. 6: How to Maximize Your 401(k)

Ever wondered if your 401(k) could be doing more? Unlock the full potential of your 401(k) with financial planning professional Matt Nelson in this episode of “The MedTech Wealth Advisor Podcast”. Tailored for MedTech professionals and…

By Emily Peterson
December 28, 2023

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

Reflecting on 2023: Market Insights and 2024 Outlook

As 2023 comes to a close, I’d like to offer up some good news! Currently, the S&P 500 is up 23% while the Dow Jones is up 12% on the year. The market outlook ahead in…

By Matthew Finley
December 21, 2023

3 Min Read
Photograph of two women behind a store counter on their tablet. Photo is to illustrate small business owners following the new federal requirement for beneficial ownership information reporting.

New Federal Requirement for Beneficial Ownership Information

There is a new federal reporting requirement for beneficial ownership information starting January 1, 2024. Fines will come for various companies located in the United States if they do not start reporting the required information about…

By Jacob LaRue
December 18, 2023

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 5: Planning for Financial Freedom

MWA Ep. 5: Planning for Financial Freedom

Welcome to the MedTech Wealth Advisor Podcast, where financial planning meets the unique challenges of the MedTech industry. In this episode, host Matt Nelson delves into the nuanced landscape of financial planning, shedding light on the…

By Emily Peterson
December 7, 2023

2 Min Read
Photograph of someone holding a phone with a tablet and computer up all monitoring the stock market to illustrate the need for sound advice in regards to non-qualified stock options taxation.

Decoding Non-Qualified Stock Options Taxation

Imagine your part of a medical device startup and your skills earn you a stash of non-qualified stock options or NQSOs as part of your compensation package. Flash forward, the company’s stock takes off, and you’re…

By Jacob LaRue
November 30, 2023

2 Min Read
Podcast graphic for Episode 4 of The MedTech Wealth Advisor Podcast "Making the Most of MedTech" in text. Featuring a portrait of Matt Nelson, CFP.

MWA Ep. 4: Making the Most of MedTech

The MedTech industry is filled with professionals driven by passion and a mission, but are they making the most of their financial opportunities? Venture beyond the ordinary to a place where MedTech isn’t just a concept,…

By Emily Peterson
November 23, 2023

2 Min Read

Client Volunteer Event: Feed My Starving Children

Perspective 6 Group employees and clients got together with Focus Financial for a client volunteer event at Feed My Starving Children on November 2nd in Coon Rapids, MN. Feed My Starving Children (FMSC) offers volunteers a…

By Emily Peterson
November 16, 2023

1 Min Read