Organizing your financial documents doesn’t have to be complicated. In this episode, Charlie Gruys breaks down what to keep, what to save, and what to review so your financial life stays organized and stress-free in 2026. 

Six financial planning topics for 2026, including RMDs, Roth conversions, and catch-up contributions for high earners. Chris discusses strategies for charitable giving, beneficiary designations, and updated 401(k) and HSA contributions limits. 

When it comes to retirement planning, one crucial piece often gets overlooked: your will. As you near retirement, a quick review can help ensure your wishes are clear and up-to-date, and your loved ones are protected.

Vector advisor Chris Wagner explores how intentional conversations about values, goals, and financial plans can empower every family member, foster trust, and ensure everyone is rowing in the same direction. (podcast)

High earners often assume Roth IRA contributions are off the table, but a backdoor Roth strategy can reopen that door in a meaningful way. Senior Wealth Advisor Mike Nesheim shares the story of how one couple created long-term tax flexibility through annual Roth conversions. (podcast)

Compound interest is the quiet engine behind long-term investing — the idea that your interest earns interest, creating growth on top of growth over time. (podcast)

Minnesota’s estate tax laws can surprise even seasoned investors—especially those who split time between states. Learn how your estate could be affected and what you should know to protect your heirs and legacy.

Online scams are becoming increasingly sophisticated, targeting even the most cautious investors. In this episode of Well Balanced, Suzy Klapperich and advisor Charlie Gruys share a recent scam targeting a client. Plus simple steps you can take to protect your accounts and personal information.