Anyone who successfully serves in a leadership role – or who hopes to – should think about how they are perceived by others. Education, experience, and results mean little if you aren’t viewed as a leader, and so quite a bit of your potential success comes down to presence.

Oh, the dichotomy of money discussions. They’re so important to have, yet they are often uncomfortable and, therefore, avoided at all costs. Couple that with the fact that money disagreements are a leading cause of divorce,[i] and it’s no surprise most married couples aren’t properly communicating about financial habits and money values.

[i] https://www.cnbc.com/2015/02/04/money-is-the-leading-cause-of-stress-in-relationships.html

In conjunction with Mpls. St. Paul Magazine and Twin Cities Business, Five Star Professional has recognized Echo Huang with the 2020 Five Star Wealth Management award. Echo Huang has been a nine-year recipient (2012 - 2020) of this award.

Check out Echo’s online profile and feel free to share it with your colleagues and friends who may be looking for a trusted wealth manager.

Setting financial goals helps you stay on track, whether unexpected expenses and gain peace of mind for your later years. In this article, we will review seven goals that can help you get on track – and stay there – for the duration of your financial future. 

The holiday season evokes certain traditions, and for many of us that includes getting together with friends and family to give and receive gifts. Whether you tend to purchase thoughtful, carefully planned gifts or you’re a last-minute shopper, most of us enjoy this tradition. Still, when you truly consider tangible gifts, they rarely bring lasting happiness.

This year, rather than traditional store-bought gifts, cash or gift cards, why not consider alternative gifts for your family and friends? It’s a tradition that’s catching on, with many families choosing to eschew tangible gifts in favor of more meaningful alternatives.