by glenn@stilesfinancial.com | May 9, 2024 | Financial Flash
Welcome to this week’s Financial Flash Report #186 with your host and newest team member, John Stone. In this week’s video, John touches on the importance of a solid and very personal “Wealth Transfer Plan” when it comes to leaving assets to...
by glenn@stilesfinancial.com | May 3, 2024 | Financial Flash
Today’s youngest inventors square-off in a high stakes battle to land “The Big One.” A $1,000 cash prize and bragging rights throughout the halls of Edina High School. This years Edina Shark Tank Competition features 5 finalists with some pretty cool...
by glenn@stilesfinancial.com | Apr 26, 2024 | Financial Flash
This week, Susan takes a look at “DOWNSIZING.” The Who, Why, Where and What of this trend amongst the 55+ crowd. And here you thought they were only about pickle ball. If you’ve got an empty nest or are just thinking about going smaller, this is the...
by glenn@stilesfinancial.com | Apr 19, 2024 | Financial Flash
Meet John Stone. He’s a tall drink of water, and a refreshing one at that. John joins Stiles Financial Services as a Sr. Private Wealth Manager and brings with him over 25 years experience and a set of well-honed philosophical ideals that perfectly meshes with...
by glenn@stilesfinancial.com | Apr 11, 2024 | Financial Flash
As the weather is changing to spring, it sets our mind wondering towards easier days to come…yes, retirement. And Brent takes a look at the good and bad aspects of carrying a mortgage in retirement vs paying off your house. Give it a listen and see if it fits...
by glenn@stilesfinancial.com | Apr 4, 2024 | Financial Flash
Do you like to pay more taxes or less? It’s not really a trick question, but as Tax Day arrives in a mere ten days, the right end-of-year moves could help you lessen your tax burden to good old, Uncle Sam. Paul has some tips for you to think about that could...