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First Minnetonka Investment Center

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First Minnetonka Investment Center

Knowledgeable Experts. Dedicated Advisors. Trusted Partners. First Minnetonka Investment Center is a registered branch of LaSalle St. Securities, LLC.

FMIC products are not a deposit, not FDIC insured, not insured by any Federal Government Agency, not guaranteed by the bank, and may lose value. Advisory services offered via LaSalle St. Investment Advisors, LLC. 940 N Industrial Dr, Elmhurst, IL 60126-1131. Taylor Hubert and Kristi Remus are registered representatives of LaSalle St. Securities offered by LaSalle St. a registered Broker/Dealer - M

ember FINRA/SIPC – Not a deposit – Not FDIC Insured – Not insured by any Federal Government agency – Not guaranteed by the bank – May lose value.

06/18/2026

Your retirement strategy should adapt as your life evolves.

A quick review of your contribution levels, timeline, and investment mix can help keep your long-term goals on track.

Connect with your trusted advisors at [email protected] to review your long-term plan and update your projections.

05/28/2026

Spring cleaning anyone? While you tidy up your space, we also encourage you take the time to refresh your financial picture by:

- Updating your budget based on current priorities
- Cancelling unused subscriptions or automatic charges
- Consolidating old accounts for simpler management
- Reviewing beneficiaries and key documents
- Revisiting your short and long-term goals

Small adjustments can create more clarity for the months ahead.

05/05/2026

College acceptance letters have arrived, bringing important financial considerations into focus.

Three tips to keep in mind:

📌 Consider the total cost, not just tuition. Fees, housing, and expenses can vary widely.

📌 Review financial aid offers carefully. Grants, loans, and work-study options are not all the same.

📌 Be intentional with savings. How and when you use funds like a 529 plan can affect both taxes and long-term goals.

Thoughtful planning now can help families move forward with confidence.

04/17/2026

Did you know April is Financial Literacy Month? That’s right!

Understanding where your money goes and how your plan works can help you make more informed decisions throughout the year.

Now is a great time to review the parts of your financial picture that are often overlooked and can play a bigger role than you may realize:

- Unmanaged accounts like old employer retirement plans

- Outdated beneficiary designations

- Excess cash sitting idle

- Charitable giving strategies

💡 Tip: Use this month as an opportunity to evaluate whether each part of your plan is working as intentionally as it should.

04/07/2026

The tax filing deadline is quickly approaching. If you haven’t filed yet, now is the time.

And if you’re expecting a refund, it’s also an opportunity to think strategically about how it could support your broader financial plan.

Using part of your refund to pay down high-interest debt, strengthen your emergency fund, or invest toward long-term goals can help your money work harder for you.

💡 Tip: You do not have to choose just one option. A balanced approach can support both short-term stability and long-term growth.

Connect with a trusted advisor at [email protected] to talk through the best use of your refund and how it aligns your goals.

03/25/2026

Questions about the One Big Beautiful Bill? Let’s break it down.

Q: What is it?
A: A bill that includes individual tax relief, giving you opportunities to keep more of what you earn and strengthen your savings and financial plan.

Q: Why does it matter for your plan?
A: Along with tax updates, 2026 contribution limits have increased, creating more ways to save in tax-advantaged accounts:
- IRA and Roth: $7,500 ($8,600 if 50+)
- 401(k): $24,500 ($32,500 if 50+, $35,750 ages 60–63)
- HSA: $4,400 individual | $8,750 family

Q: What should I review?
A: Review your contribution levels, tax strategy, and how these updates align with your long-term goals.

💬 Have questions about how these updates affect your financial plan?

We’re here to help you make sense of the changes and keep your plan moving forward.

Connect with us at [email protected]

03/20/2026

Tax season doesn’t have to be stressful.

Get ahead of the game by gathering key documents like:
- W2s and 1099s
- Charitable donation receipts
- Mortgage and investment statements
- Last year’s return

A little organization now can help make filing easier and keep you confident heading into tax season.

01/08/2026

💡 Smart Ways to Stretch Your Retirement Income

Here are a few strategies to make your savings last:

1. Use a dynamic withdrawal strategy; adjust spending with market changes
2. Sequence withdrawals to minimize taxes
3. Consider Roth conversions in low-income years
4. Explore Qualified Charitable Distributions (QCDs) if you’re 70½+
5. Keep a bucket strategy for short, mid, and long-term needs

The right mix depends on your goals, tax situation, and lifestyle.

12/16/2025

Instead of “save more,” set measurable 2026 goals. For example:

- Save $250/month
- Increase 401(k) contributions by 1%

Afterall, breaking goals into small milestones helps keep momentum going.

Cheers to all that’s ahead in 2026!

12/02/2025

🎁 Tis the season! Did you know that gifting early may save you more later?

With the current federal gift and estate tax exemption at $13.99M per person (scheduled to drop in 2026), high-net-worth families may benefit from making strategic gifts now.

Not sure where to start?

We can help you evaluate the options that align with your financial plan. Connect with an advisor at [email protected]

Address

14550 Excelsior Boulevard, Suite 200
Minnetonka, MN
55345

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://bridgewaterbankmn.com/fmic

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