Mankato Area Foundation 2021 Philanthropy Review, pages 11-13

Rod Meyer's partnership with the Mankato Area Foundation is highlighted in Mankato Area Foundation's 2021 Philanthropy Review. It highlights how donor advised funds can serve a community and Rod's continued financial work with a long-term client to help realize her philanthropic goals. For full brochure, please see the Mankato Area Foundation's website.

Matt Norland, CFP® Featured In MN Valley Business magazine article

Matt Norland, CFP® was recently featured in the December 2019 MN Valley Business Magazine in which he provided financial planning expertise as it relates specifically to business owners.  The article focused on financial decisions business owners must make for their business and for their personal life.

Setting Every Community Up for Retirement Enhancement (SECURE) Act

The SECURE Act was signed into law on December 20, 2019. This link highlights some of the key changes as well as some additional detail regarding the specific provisions.

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