Kimberly Ritter

Kimberly Ritter

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Year-End Charitable Gifting and You 07/10/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

Year-End Charitable Gifting and You This article may help you maximize the benefits of your donation for your chosen charity.

Inflation & Your Money 06/29/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

Inflation & Your Money It's important to understand how inflation is reported and how it can affect investments.

Retirement Income and the Traditional Portfolio 06/26/2026

Is your retirement portfolio subject to “sequence of returns” danger?

Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Estimate Your RMD 06/24/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Estimate Your RMD Calculate your required minimum distribution amount based on your account balance and age.

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3601 Minnesota Drive Ste 690
Bloomington, MN
55435