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The Helm: banking, lending and business insight for Minnesota

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A couple meets with an advisor in an office to go over their retirement accounts
What to Do With an Old 401(k): Your Options in Minnesota Where is your money? If you have changed jobs a few times, the answer may be more places than you remember. Knowing what to do with an old 401(k) …
Personal Finance
11/10/26
Minnesota home in Carver County
How Much Can You Borrow Against Your Home in Minnesota? Your home is probably worth more than it was five years ago, and the mortgage balance is lower than it was. The space between those two numbers is …
Personal Finance
7/31/26
how a digital wallet works
What a Digital Wallet Actually Is Reach for your phone instead of your card at checkout and you're using technology that barely existed in most pockets fifteen years ago. Digital …
Personal Finance
7/3/26
business exit planning
What to Do After Selling Your Business: Investing Your Time and Money The wire clears, and the business you spent years building belongs to someone else. The number in your account is larger than it has ever been. And …
Personal Finance
5/15/26
Mortgage Options for Self-Employed Entrepreneurs in Minnesota Every deduction that saves you money in April is the same deduction that shrinks your income in underwriting. That is the tension self-employed …
Personal Finance
3/13/26
Bridge Loan vs. Home Equity Loan: Which is the Best Option? Buying your next home before your current one sells puts you in an awkward spot. The down payment is due on the new place, and the money to cover it …
Personal Finance
3/6/26
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