Park Street Advisors

I am proud to announce that my firm Park Street Advisors and I have been named this year to Forbes 2024 Top Financial Security Professionals list for the 3rd year in a row! Over 35,000 Financial Professionals nationally were nominated and over 15,000 were considered for this prestigious accomplishment. Not only does this recognition by Forbes once again re-affirm our commitment to comprehensive wealth management planning for business owners, individuals, and the financially independent; it also motivates us to keep having meaningful conversations with our existing and prospective clients that create genuine and lasting relationships.

Forbes Top Financial Security Professionals Best-In-State List 2024

Attention business owners: Do you know what the Connelly decision could mean for your business? I'm here to help guide you through this change.

Paintball with National Insurance Brokers was a blast! Laughs and friendly competition were had by all. We look forward to seeing everyone again soon!

We are pleased to officially announce that Brown & Associates Wealth Management has merged our practice with Sam Linden to launch Park Street Advisors. Check us out at www.parkstreetadv.com!

Park Street Advisors | Minneapolis, MN PROVIDING PERSONALIZED BUSINESS, ESTATE, AND RETIREMENT INCOME PLANNING IN A TAX-EFFICIENT MANNER THROUGH SPECIALIZED BOUTIQUE-STYLE WEALTH MANAGEMENT

For small business owners, long-term financial planning is critical for continued growth. Reach out today and I can help you build a financial plan that focuses on the future.

A bonus is a great perk—but it can quickly move you into a new tax bracket, increasing your tax bill. If you want tips on minimizing what you owe, please reach out.

How Are Bonuses Taxed? Here's What You Need to Know The IRS has different withholding rules for bonuses than it does for your regular pay. Here’s what you need to know about how bonuses are taxed.

A Roth IRA can be a great retirement savings tool thanks to its tax benefits. But there are rules you need to be aware of. If you’d like a second look at your plan, please reach out.

Roth IRA Contribution Limits 2024 There are limits to how much you can contribute to your Roth IRA each year.

The new year is an ideal time to get a jump on making the most of your finances so you can achieve whatever is important in your life. Reach out to get started.

Resolutions to Solutions: A Financial Checklist for the New Year Our financial checklist can help you get a jump on making the most of your money in the new year.

A 401(k) is a popular way to save for retirement, but it’s important you follow the rules—like contribution limits. If you have questions about your plan, let’s connect.

401(k) Contribution Limits for 2024 There are limits to how much you can contribute to your 401(k) each year.

Creating and following a budget is one of the best things you can do to support your financial plan. Reach out if you’d like help with yours.

How to Create a Monthly Budget A monthly budget is a critical part of your financial plan.

If you’re contemplating getting married, I can help you and your partner navigate through some important money conversations.

4 Key Money Conversations to Have When You’re Getting Engaged A recent survey by Northwestern Mutual found that nearly three quarters of Americans think popping the question shouldn’t come before an honest conversation about money.

You still have time to get back on track. Reach out if you’re looking for help in creating a budget that works for you.

How to Recover When Your Holiday Budget Is Blown Even if you’ve already gone over your holiday budget, you still have time to get your finances back on track. These tips can help.

Having a baby is an exciting time! It’s also a good time to update or create your financial plan. Please reach out if you’d like to have a conversation to make sure you’re ready financially for your new baby.

Life Insurance for New Parents When you're putting together everything you need to take care of your new arrival, be sure to include life insurance—and take some time to research your options.

It’s difficult to plan for unexpected expenses that are hard to predict. If you’re looking for strategies to plan ahead, please reach out.

Planning for Long-Term Care Expenses It’s hard to plan for something you’re not sure you’ll need. Here’s what you need to know about long-term care expenses.

It was an honor to be invited to present at the VR Twin Cities Business Brokers event last week. Alongside of other industry professionals, we covered topics regarding the importance of creating a vision for your future and then connecting your vision to your business succession and retirement income planning. If you are exiting your company or know someone who is exiting within the next 10 years, we would love the opportunity to learn about your vision and discuss the necessary wealth management planning for pre-sale, during sale, and post-sale to maximize your company’s value and your personal retirement income!

If you’ve been putting off having necessary money conversations with your family members, we can get help you prepare for these important talks.

How to Have Conversations About Money With Your Family Money talks can be emotional but getting everyone on the same page can ultimately make for more harmonious family dynamics.

Year-end is a great time to review your finances as you prepare for whatever comes your way in the new year.

Your 2023 Year-End Financial Checklist Year-end is great time for a financial checkup. Here’s a helpful checklist to help keep you financially on track in the year ahead.

One of the benefits of permanent life insurance is that it accumulates cash value over time. One way to utilize your cash value is to take a loan against it. It can be a great financial tool, but there are a few things to consider before you do it. As always, please reach out with any questions.

What You Should Know Before Taking a Life Insurance Policy Loan Borrowing against life insurance can be beneficial, but here are things to know about life insurance loans before deciding on borrowing from life insurance.

We’re here to help! Please reach out if you have questions about creating a financial plan.

How Women Can Boost Their Financial Confidence Many women are anxious about the state of their finances. Teaming up with the right financial advisor can provide peace of mind about today—and the ability to dream for tomorrow.

Reach out if you need some help figuring out the best savings plan for your family.

Savings Plans for College — 6 Options to Consider When it comes to saving for your child’s college education, you may have a wide range options. Here are six of the best ones.

These simple steps can help set you up for a strong 2024.

A Retiree’s End-of-Year Financial Checklist A financial checkup is important to keeping your retirement and finances in balance. To get started, here’s an end-of-year financial checklist for retirees.

Switching employers or health insurance plans can be a confusing exercise—especially when trying to figure out how to get the best value. Reach out if you need help understanding how elements of your plan, like an HSA or FSA, will work together.

What’s the Difference Between an HSA and an FSA? At first, an FSA and HSA may seem very similar, but there are some differences you need to know.

Imagine what you could do with a little extra savings. I’ve got some ideas, too!

Want to Save More? Take the 52-Week Money Challenge If you’re up for a challenge, here’s how you could save an extra $1,300 this year.

These ideas could help you avoid overspending.

10 Ways to Save on Back-to-School Shopping You may need to get creative to stretch your back-to-school shopping budget this year. These pro tips can help.

Want to feel better? Have stronger friendships? A new survey finds that people who report better health and stronger friendships are also working with a financial advisor and planning their finances. Please reach out if you’d like to get started.

The Link Between Your Money and Your Health People who work with an advisor feel better about many aspects of their lives.

401(k)s are one of the most popular ways to save for retirement. But they’re just one tool. Reach out if you’d like to learn more about how a 401(k) works with your broader financial plan.

What Is a 401(k)? A 401(k) is a great tool to help you save for retirement.

Taking stock of your budget at the midyear point is a great way to keep tabs on your fiscal health.

Do a Midyear Budget Checkup Assessing your current spending in these 6 areas of your budget can help you make any needed adjustments. Then you can focus on what matters most.

I am honored to announce that my firm Brown & Associates Wealth Management and I have been named this year to Forbes 2023 Top Financial Security Professionals list! Over 35,000 Financial Professionals nationally were nominated and over 15,000 were considered for this prestigious accomplishment. Not only does this recognition by Forbes once again re-affirm our commitment to comprehensive wealth management planning for business owners, individuals, and the financially independent; it also motivates us to keep having meaningful conversations with our existing and prospective clients that create genuine and lasting relationships.

Top Financial Security Professionals Best-In-State 2023 Forbes and SHOOK Research have released the third annual ranking of insurance professionals from each state in the country.