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 informat

ion 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.

03/17/2026

Sometimes the biggest financial mistake isn’t action.

It’s inaction.

March gets busy. Taxes loom. Life speeds up.

So it’s easy to say, “I’ll revisit my retirement plan later.”

But later turns into next quarter.
Next quarter turns into next year.

Meanwhile, tax laws shift. Markets move. Healthcare costs rise. Opportunities pass.

Doing nothing feels safe, but rarely is.

When was the last time you reviewed your beneficiaries, updated your estate documents, evaluated your tax efficiency, or checked whether your retirement income assumptions still hold?

Financial plans age just like we do.

If it’s been more than 12 months since you’ve done a full review, let’s change that.

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

March is also National Credit Education Month, a time dedicated to understanding and improving one of the most important...
03/16/2026

March is also National Credit Education Month, a time dedicated to understanding and improving one of the most important aspects of your financial health: your credit.

You might know that your credit score plays a big role in loan approval, but do you know what affects your credit behind the scenes? Take our short quiz to find out!

Are you looking for more personalized tips on reaching your financial goals? Give us a call today. We’re here to help you take the next step toward a stronger financial future!

03/13/2026

Social Security decisions are not to be made lightly.

After all, when you claim benefits, it permanently affects your lifetime income.

Claim early? Smaller checks.
Delay? Larger checks.

But the “right” choice isn’t always about the bigger check.

You need to consider health and longevity, spousal benefits, other retirement income, and your tax strategy.

Here’s what surprises people: Collecting early doesn’t always mean you come out ahead. And delaying doesn’t automatically mean you maximize your lifetime income.

It depends, and that’s why guessing can be so expensive.

If you or your spouse are within five years of claiming, let’s run the math before you make a permanent decision.

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

Spring is temporary. Your Social Security choice isn’t.

As we diligently work through tax season, we wanted to remind you that now is a great time to ensure you're taking full ...
03/12/2026

As we diligently work through tax season, we wanted to remind you that now is a great time to ensure you're taking full advantage of the opportunities available to you, especially when it comes to funding your IRAs and HSAs. Swipe through to learn more.

If you want to talk through your options and make sure you're making the most of your contributions before tax day, give us a call. April 15th will be here before we know it!

03/11/2026

March brings St. Patrick’s Day—and a lot of talk about luck.

But no one retires comfortably because they were lucky.

They retire comfortably because they were prepared.

If your plan depends on markets always cooperating, that’s not a strategy. That’s hope.

Real retirement planning asks:

📈What if returns are lower?
📈What if inflation sticks around?
📈What if healthcare costs rise?

Luck is random. Planning is intentional.

If you’d like to stress-test your retirement plan and make sure it’s built on strategy—not wishful thinking—let’s talk.

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

03/10/2026

March volatility makes market timing very tempting.

Headlines flare up. Predictions fly around.
And suddenly the thought creeps in:

“Maybe I should move to cash.”

Here’s the uncomfortable truth:

Market timing might feel intelligent.
But historically, it’s expensive.

Miss just a handful of the market’s best days, and your long-term returns drop dramatically.

And those best days? They often show up right after the worst ones—when fear is highest.

Timing requires two perfect decisions:

When to get out, and when to get back in.

Most investors nail neither.

Investing wisdom is simple: Plant. Water. Wait.

Diversification isn’t flashy.
Discipline isn’t exciting.
But consistency builds wealth.

If you’ve recently adjusted your portfolio based on headlines—or feel tempted to—let’s talk first.

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

March marks the start of spring! It's a season full of fresh starts and new growth. So, we thought we would celebrate th...
03/09/2026

March marks the start of spring! It's a season full of fresh starts and new growth. So, we thought we would celebrate the fresh starts for shelter cats thanks to a record-breaking act of kindness from the readers of “Woman’s Weekly” magazine.

In the magazine’s biggest community project yet, thousands came together to knit and crochet handmade woolen mice for shelter cats across the U.K. They created over 46,000 toys and broke a Guinness World Record in the process!

These cozy creations are now bringing comfort and enrichment to cats in more than 300 rescue centers, helping them feel safe and loved as they wait for their fresh starts. Read the full story here: https://www.goodnewsnetwork.org/46000-knitted-mice-donated-to-rescue-cats-sets-guinness-record/

03/06/2026

Estate planning isn’t about being wealthy. It’s about being clear.

Without updated documents:

📄Assets may not transfer the way you intended
📄Probate can delay everything
📄Family conflict can escalate
📄Taxes can increase, and steal what you leave your heirs

Life changes - and when it does, your estate documents should, too.

This month, take one hour to:

✔️ Review beneficiary designations
✔️ Confirm powers of attorney
✔️ Update your will or trust if needed

If you don’t have documents—or haven’t reviewed them in 5+ years—it’s time.

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

Because the best legacy isn’t just money, it’s order.

Daylight Saving Time begins on Sunday, March 8th, which means Monday afternoon naps will be in order for many of us! The...
03/05/2026

Daylight Saving Time begins on Sunday, March 8th, which means Monday afternoon naps will be in order for many of us! The good news amid all of that lost sleep? We will get an extra hour of light at the end of the day. As winter comes to a close, that’s something worth cheering for!

There is something else to celebrate, though... Getting your “ducks” in a row ahead of spring. Reach out if we can be of assistance!

03/04/2026

Every March, there’s a new “can’t miss” investment story.

AI. Energy. Tech. Real estate.
The headlines change. The itch feels the same.

“What if this is the one?”

But there’s a pattern: today’s superstar often becomes tomorrow’s cautionary tale.

Investors who build real wealth don’t chase trends. They:

✔️ Stay diversified
✔️ Rebalance consistently
✔️ Align their portfolio with long-term income needs

It’s not exciting, but it’s effective.

If your plan depends on guesswork, you’re speculating.

If it’s built for decades, you’re planning.

Want a second opinion before you chase the next headline?

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

March is often seen as the month of momentum, as the days grow longer, spring is just around the corner, and many of us ...
03/04/2026

March is often seen as the month of momentum, as the days grow longer, spring is just around the corner, and many of us are gearing up to end the quarter strong. But if you're feeling stuck in the final stretch, you're not alone.

Progress isn't always near. Sometimes, the final push requires the most focus, energy, and perseverance. It's in the last steps that the real magic happens.

So if you're closing in on the finish line this month, don't slow down. You've come far for a reason. We'd love to know: What project or goal are you committing to finishing strong this March? Feel free to let us know in the comments!

03/03/2026

March is unpredictable.

One day it’s sunny. The next, you’re scraping ice off your windshield.

The market feels the same way.

Headlines shout about inflation, rates, and whether this rally will last. Investors start trying to pick winners and reacting to every headline.

And just like most guessing games, it rarely works.

The right plan doesn’t depend on guessing the weather. It’s built to withstand it.

✔️ Diversify instead of chasing hot stocks
✔️ Rebalance instead of reacting
✔️ Build a retirement income plan that works in good markets and bad

Remember: the market’s best days often follow its worst. Miss them, and long-term returns suffer.

If you haven’t reviewed your retirement plan this year—or don’t have a written income strategy—this is your sign.

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

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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