Twin Cities Wealth Strategies, Inc.

Twin Cities Wealth Strategies, Inc. Fee-only Financial Planner guiding Twin Cities professionals, business owners, & entrepreneurs in making smarter life decisions with their money.

At Twin Cities Wealth Strategies, our goal is to empower you to take control of your financial path. We offer expert advice and accountability that help to guide you towards the life you are meant to live. The truth is that there is a lot of financial “noise” in the world. It can be challenging to discern what information is valuable and worthwhile when it feels like you’re bombarded with information and ideas. That’s not even taking into consideration your busy schedule and the time it takes to research the information you’re seeing. That’s where we can help. We abide by the highest standard in the industry with the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and have signed a fiduciary oath promising to always put our client’s interests ahead of our own. We do this by utilizing the EVOKE® Financial Life Planning Process, because although money is an essential factor in the formula of your financial success, life cannot be solved with just dollars and cents. Our job is to help you clarify your goals and values, and align your wealth and resources with them so that you can feel peace of mind knowing that your money is working for you and moving you toward the life you want and deserve.

10/02/2026

Would you prefer a portfolio that earns 8% or 6%?

Eight, obviously. But there’s more to it than just returns. What did you have to risk to get it? And were you withdrawing money along the way?

For retirees living off their investments, a big loss at the wrong time can force withdrawals from a declining portfolio, leaving fewer dollars to recover.

Bottom line: the highest expected return isn't automatically the best choice.

Sometimes accepting a little less upside buys you something more valuable: stability when you need it most.

📞 (763) 445-2772 | 📱 Text (612) 712-4801 | 🌐 strategizewithdana.com

09/30/2026

A surprising number of people spend more time planning a vacation than their retirement.

To be fair, vacations are more fun. But it's still an odd trade.

They’ll spend three months researching hotels, but three hours thinking about how to generate income for the rest of their life.

One of those decisions will affect your life a little longer than the other, so let’s have a conversation about your income plan.

Together, we can make sure the longest vacation you’ll ever take has a plan built to last just as long.

📞 (763) 445-2772
📱 (612) 712-4801
💻 strategizewithdana.com

09/29/2026

If I could wave a magic wand and eliminate one financial mistake forever, it wouldn't be market timing or stock picking.

It would be procrastination (but it’s a close call).

Here’s why:

You can fix most financial mistakes.

You can’t get back the time you missed.

The Roth conversion you never explored.
The estate documents you meant to update.
The retirement plan you were going to review "next year."

Financial planning rewards taking action early on - even more than perfection. Always has.

📞 (763) 445-2772
📱 (612) 712-4801
💻 strategizewithdana.com

Retirement readiness is about more than reaching a certain age or account balance. It is about having a clear plan for t...
09/28/2026

Retirement readiness is about more than reaching a certain age or account balance. It is about having a clear plan for the life you want to live, and the confidence that your finances can support it.

At Twin Cities Wealth Strategies, our comprehensive retirement planning helps clients evaluate important factors such as cash flow, investment strategy, taxes, healthcare costs, estate planning, and the goals that matter most to their unique situation.

Swipe to explore signs that you may be financially ready for retirement.

As a fee-only fiduciary advisor, we are here to help you make informed decisions through every stage of your financial life. Call us at (763) 445-2772 to start a conversation about your retirement plan.

The 2027-2028 FAFSA is open as of October 1st, 2026. If you or a student you support plans to attend college during the ...
09/28/2026

The 2027-2028 FAFSA is open as of October 1st, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to start the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30th, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses fit into your overall financial plan, please get in touch with our office. We are here to assist you.

09/25/2026

I think one of the reasons retirement feels scary for some people has nothing to do with money.

Work gives us structure and a paycheck to count on (but you probably already knew that).

What many people don't expect is how much it also gives us:

Purpose.
Social connection.
A reason to get out of bed on Tuesday.

Retirement planning is often presented as a math problem. But for many people, it's really a life design problem.

And that's a very different conversation - one I’m happy to have with you.

📞 (763) 445-2772
📱 (612) 712-4801
💻 strategizewithdana.com

Questions around cost, administration, and company size continue to influence how some small businesses approach retirem...
09/24/2026

Questions around cost, administration, and company size continue to influence how some small businesses approach retirement plan offerings. At the same time, industry trends suggest that plan accessibility and flexibility have expanded in recent years. Swipe to learn more.

If you would like to discuss your current 401(k) offering, Safe Harbor plan options, or employee participation strategies, contact us. We are here to help.

09/23/2026

If you've ever assembled furniture without reading the instructions, you already understand investing.

At first, you feel confident: “I’ve got this; how hard can it be?”

Next thing you know, you’ve put the piece together backward, and you have extra parts, or you’re missing some…

Then you start questioning your life choices.

Many retirement plans are built the same way.

People save diligently for years and assume they'll figure out the details later.

The problem is that retirement isn't just about saving; it’s about how those savings are distributed later on.

Taxes.
Income.
Healthcare.
Estate planning.

In other words, the instructions matter.

📞 (763) 445-2772
📱 (612) 712-4801
💻 strategizewithdana.com

09/22/2026

Maybe five years ago, someone told you that you needed $1.5 million to retire. Great.

But is that still the right number? It might not be.

Things can change, and quickly.

Inflation happens.
Markets move.
Tax rules changed.

Maybe your mortgage disappeared. Maybe grandkids arrived. Maybe travel became more important. Maybe your retirement date moved - or your health took a turn.

Yet people can become strangely attached to an old retirement number.

A retirement projection isn't a tattoo.

It's supposed to change as your life changes.

If you're still working toward a number from years ago, let's make sure you're still aiming at the right target.

📞 (763) 445-2772
📱 (612) 712-4801
💻 strategizewithdana.com

Retirement benefits play a meaningful role in many employees’ workplace expectations, and 401(k) trends may offer helpfu...
09/21/2026

Retirement benefits play a meaningful role in many employees’ workplace expectations, and 401(k) trends may offer helpful insight for employers evaluating their current benefits strategy. Swipe through for notable trends shaping the retirement plan landscape.

If you are an employer looking to review your retirement benefits strategy or plan design, reach out to us today. We are here to help you understand your available options or discuss your current plan.

Address

11670 Fountains Drive, Suite 200
Maple Grove, MN
55369

Opening Hours

Monday 8am - 9pm
Tuesday 8am - 9pm
Wednesday 8am - 9pm
Thursday 8am - 9pm
Friday 8am - 9pm
Saturday 8am - 9pm

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