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…
2 Min ReadQualified 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…
2 Min ReadMedical 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…
2 Min ReadMinnesota 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…
2 Min ReadClient Event: Shred-It 2023
In early May our team met clients at Forgotten Star Brewery in Minneapolis, MN for our Annual Shred-It Client Event. Focus Financial hosted the event and clients were invited to bring documents to be disposed of…
1 Min Read