{"id":23866,"date":"2025-03-20T14:59:01","date_gmt":"2025-03-20T19:59:01","guid":{"rendered":"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/?page_id=23866"},"modified":"2025-03-24T13:48:11","modified_gmt":"2025-03-24T18:48:11","slug":"wealth-management-insights","status":"publish","type":"page","link":"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wealth-management-insights\/","title":{"rendered":"Wealth Management Insights"},"content":{"rendered":"<style>.kb-row-layout-wrap.wp-block-kadence-rowlayout.kb-row-layout-id23866_0b4f99-45{margin-top:0px;margin-bottom:0px;}.kb-row-layout-id23866_0b4f99-45 > .kt-row-column-wrap{align-content:center;}:where(.kb-row-layout-id23866_0b4f99-45 > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:center;}.kb-row-layout-id23866_0b4f99-45 > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:var(--global-kb-gap-md, 2rem);padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;min-height:330px;grid-template-columns:minmax(0, 1fr);}.kb-row-layout-id23866_0b4f99-45{background-image:url('http:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2025\/01\/dsb-rock-island.png');background-size:cover;background-position:50% 33%;background-attachment:scroll;background-repeat:no-repeat;}.kb-row-layout-id23866_0b4f99-45 > .kt-row-layout-overlay{opacity:0.40;background-color:#000000;}@media all and (max-width: 1024px){.kb-row-layout-id23866_0b4f99-45 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}@media all and (max-width: 767px){.kb-row-layout-id23866_0b4f99-45 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}<\/style><div class=\"kb-row-layout-wrap kb-row-layout-id23866_0b4f99-45 alignfull kt-row-has-bg wp-block-kadence-rowlayout\"><div class=\"kt-row-layout-overlay kt-row-overlay-normal\"><\/div><div class=\"kt-row-column-wrap kt-has-1-columns kt-row-layout-equal kt-tab-layout-inherit kt-mobile-layout-row kt-row-valign-middle\">\n<style>.kadence-column23866_b7b3ba-16 > .kt-inside-inner-col,.kadence-column23866_b7b3ba-16 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column23866_b7b3ba-16 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column23866_b7b3ba-16 > .kt-inside-inner-col{flex-direction:column;}.kadence-column23866_b7b3ba-16 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column23866_b7b3ba-16 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column23866_b7b3ba-16{position:relative;}@media all and (max-width: 1024px){.kadence-column23866_b7b3ba-16 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column23866_b7b3ba-16 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column23866_b7b3ba-16\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-advancedheading.kt-adv-heading23866_5e6f85-56, .wp-block-kadence-advancedheading.kt-adv-heading23866_5e6f85-56[data-kb-block=\"kb-adv-heading23866_5e6f85-56\"]{text-align:center;font-size:70px;font-weight:500;font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading23866_5e6f85-56 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading23866_5e6f85-56[data-kb-block=\"kb-adv-heading23866_5e6f85-56\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading23866_5e6f85-56 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading23866_5e6f85-56[data-kb-block=\"kb-adv-heading23866_5e6f85-56\"] img.kb-inline-image{width:150px;vertical-align:baseline;}@media all and (max-width: 767px){.wp-block-kadence-advancedheading.kt-adv-heading23866_5e6f85-56, .wp-block-kadence-advancedheading.kt-adv-heading23866_5e6f85-56[data-kb-block=\"kb-adv-heading23866_5e6f85-56\"]{font-size:var(--global-kb-font-size-xl, 3rem);}}<\/style>\n<h1 class=\"kt-adv-heading23866_5e6f85-56 wp-block-kadence-advancedheading has-theme-palette-9-color has-text-color\" data-kb-block=\"kb-adv-heading23866_5e6f85-56\">Wealth Management Insights<\/h1>\n<\/div><\/div>\n\n<\/div><\/div>\n\n<style>.kadence-column23866_cb34dd-42 > .kt-inside-inner-col{padding-top:var(--global-kb-spacing-xxs, 0.5rem);padding-right:var(--global-kb-spacing-md, 2rem);padding-bottom:var(--global-kb-spacing-xxs, 0.5rem);padding-left:var(--global-kb-spacing-md, 2rem);}.kadence-column23866_cb34dd-42 > .kt-inside-inner-col,.kadence-column23866_cb34dd-42 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column23866_cb34dd-42 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column23866_cb34dd-42 > .kt-inside-inner-col{flex-direction:column;}.kadence-column23866_cb34dd-42 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column23866_cb34dd-42 > .kt-inside-inner-col{background-color:var(--global-palette1, #3182CE);}.kadence-column23866_cb34dd-42 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column23866_cb34dd-42{position:relative;}.kadence-column23866_cb34dd-42, .kt-inside-inner-col > .kadence-column23866_cb34dd-42:not(.specificity){margin-top:var(--global-kb-spacing-md, 2rem);margin-right:var(--global-kb-spacing-md, 2rem);margin-left:var(--global-kb-spacing-md, 2rem);}@media all and (max-width: 1024px){.kadence-column23866_cb34dd-42 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column23866_cb34dd-42 > .kt-inside-inner-col{padding-top:var(--global-kb-spacing-xxs, 0.5rem);padding-bottom:var(--global-kb-spacing-xxs, 0.5rem);flex-direction:column;justify-content:center;}.kadence-column23866_cb34dd-42, .kt-inside-inner-col > .kadence-column23866_cb34dd-42:not(.specificity){margin-top:var(--global-kb-spacing-sm, 1.5rem);margin-right:0px;margin-bottom:0px;margin-left:0px;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column23866_cb34dd-42\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-advancedheading.kt-adv-heading23866_5fa3f3-34, .wp-block-kadence-advancedheading.kt-adv-heading23866_5fa3f3-34[data-kb-block=\"kb-adv-heading23866_5fa3f3-34\"]{padding-top:0px;padding-right:var(--global-kb-spacing-md, 2rem);padding-left:0px;margin-top:0px;text-align:left;font-size:32px;font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading23866_5fa3f3-34 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading23866_5fa3f3-34[data-kb-block=\"kb-adv-heading23866_5fa3f3-34\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading23866_5fa3f3-34 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading23866_5fa3f3-34[data-kb-block=\"kb-adv-heading23866_5fa3f3-34\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<h2 class=\"kt-adv-heading23866_5fa3f3-34 wp-block-kadence-advancedheading has-theme-palette-9-color has-text-color\" data-kb-block=\"kb-adv-heading23866_5fa3f3-34\">Featured Article<\/h2>\n<\/div><\/div>\n\n\n<style>.kadence-column23866_6d1f81-38 > .kt-inside-inner-col{padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-right:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:var(--global-kb-spacing-sm, 1.5rem);}.kadence-column23866_6d1f81-38 > .kt-inside-inner-col,.kadence-column23866_6d1f81-38 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column23866_6d1f81-38 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column23866_6d1f81-38 > .kt-inside-inner-col{flex-direction:column;}.kadence-column23866_6d1f81-38 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column23866_6d1f81-38 > .kt-inside-inner-col{background-color:var(--global-palette9, #ffffff);}.kadence-column23866_6d1f81-38 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column23866_6d1f81-38{position:relative;}.kadence-column23866_6d1f81-38, .kt-inside-inner-col > .kadence-column23866_6d1f81-38:not(.specificity){margin-top:0px;margin-right:var(--global-kb-spacing-md, 2rem);margin-left:var(--global-kb-spacing-md, 2rem);}@media all and (max-width: 1024px){.kadence-column23866_6d1f81-38 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column23866_6d1f81-38 > .kt-inside-inner-col{padding-top:var(--global-kb-spacing-xs, 1rem);padding-right:var(--global-kb-spacing-xs, 1rem);padding-bottom:var(--global-kb-spacing-xs, 1rem);padding-left:var(--global-kb-spacing-xs, 1rem);flex-direction:column;justify-content:center;}.kadence-column23866_6d1f81-38, .kt-inside-inner-col > .kadence-column23866_6d1f81-38:not(.specificity){margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xxs, 0.5rem);margin-left:0px;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column23866_6d1f81-38\"><div class=\"kt-inside-inner-col\"><style>.kb-posts-id-23866_b34ee2-81 .entry.loop-entry 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tag-retirement-planning\">\n\t\t\t\t<a aria-hidden=\"true\" tabindex=\"-1\" role=\"presentation\" class=\"post-thumbnail kadence-thumbnail-ratio-2-3\" href=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wealth-management-planning\/your-familys-financial-journey-a-roadmap-to-success\/\" aria-label=\"Your Family&#8217;s Financial Journey: A Roadmap to Success\u00a0\">\n\t\t\t<div class=\"post-thumbnail-inner\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"141\" src=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2024\/10\/shutterstock_2030413412-300x141.jpg\" class=\"attachment-medium size-medium wp-post-image\" alt=\"family financial planning\" srcset=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2024\/10\/shutterstock_2030413412-300x141.jpg 300w, https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2024\/10\/shutterstock_2030413412-768x360.jpg 768w, https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2024\/10\/shutterstock_2030413412.jpg 1000w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/>\t\t\t<\/div>\n\t\t<\/a><!-- .post-thumbnail -->\n\t\t\t\t<div class=\"entry-content-wrap\">\n\t\t\t<header class=\"entry-header\">\n\t<h2 class=\"entry-title\"><a href=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wealth-management-planning\/your-familys-financial-journey-a-roadmap-to-success\/\" rel=\"bookmark\">Your Family&#8217;s Financial Journey: A Roadmap to Success\u00a0<\/a><\/h2><\/header><!-- .entry-header -->\n\t<div class=\"entry-summary\">\n\t\t<p>You&#8217;ve worked tirelessly, building a successful career and accumulating wealth. You are proud of your achievements and excited about the future. But as you look ahead, you realize the complexity of ensuring your family&#8217;s financial well-being. How will you provide for your children&#8217;s education, purchase your dream home, and secure a comfortable retirement?\u00a0\u00a0Here are some steps and strategies that&#8230;<\/p>\n\t<\/div><!-- .entry-summary -->\n\t<footer class=\"entry-footer\">\n\t\t\t<div class=\"entry-actions\">\n\t\t\t<p class=\"more-link-wrap\">\n\t\t\t\t<a href=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wealth-management-planning\/your-familys-financial-journey-a-roadmap-to-success\/\" class=\"post-more-link\">\n\t\t\t\t\tView<span class=\"screen-reader-text\"> Your Family&#8217;s Financial Journey: A Roadmap to Success\u00a0<\/span><span class=\"kadence-svg-iconset svg-baseline\"><svg aria-hidden=\"true\" class=\"kadence-svg-icon kadence-arrow-right-alt-svg\" fill=\"currentColor\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"27\" height=\"28\" viewBox=\"0 0 27 28\"><title>Continue<\/title><path d=\"M27 13.953c0 0.141-0.063 0.281-0.156 0.375l-6 5.531c-0.156 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href=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wealth-management-planning\/2025-market-review-and-what-comes-next\/\">2025 Market Review and What Comes Next\u00a0<\/a><\/h2><div class=\"kt-blocks-post-top-meta\"><div class=\"kt-blocks-date\"><time datetime=\"2025-11-14T12:18:51-06:00\" class=\"kt-blocks-post-date\">November 14, 2025<\/time><\/div><\/div><\/header><div class=\"entry-content\"><\/div><footer class=\"kt-blocks-post-footer\"><div class=\"kt-blocks-post-footer-left\"><\/div><div class=\"kt-blocks-post-footer-right\"><\/div><\/footer><\/div><\/div><\/article><article class=\"kt-blocks-post-grid-item post-23086 post type-post status-publish format-standard has-post-thumbnail hentry category-investing category-wealth-management-planning\"><div class=\"kt-blocks-post-grid-item-inner-wrap kt-feat-image-align-top kt-feat-image-mobile-align-top\"><div class=\"kadence-post-image\"><div class=\"kadence-post-image-intrisic kt-image-ratio-66-67\" 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You CAN Stay Fit While Running a Business\u00a0<\/a><\/h2><div class=\"kt-blocks-post-top-meta\"><div class=\"kt-blocks-date\"><time datetime=\"2025-05-23T12:27:00-05:00\" class=\"kt-blocks-post-date\">May 23, 2025<\/time><\/div><\/div><\/header><div class=\"entry-content\"><\/div><footer class=\"kt-blocks-post-footer\"><div class=\"kt-blocks-post-footer-left\"><\/div><div class=\"kt-blocks-post-footer-right\"><\/div><\/footer><\/div><\/div><\/article><article class=\"kt-blocks-post-grid-item post-24074 post type-post status-publish format-standard has-post-thumbnail hentry category-lifestyle category-wealth-management-planning tag-diversification tag-investing tag-personal-finance tag-risk-assessment\"><div class=\"kt-blocks-post-grid-item-inner-wrap kt-feat-image-align-top kt-feat-image-mobile-align-top\"><div class=\"kadence-post-image\"><div class=\"kadence-post-image-intrisic kt-image-ratio-66-67\" style=\"padding-bottom:66.67%;\"><div 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.wp-block-kadence-advancedheading.kt-adv-heading23866_2a7834-47[data-kb-block=\"kb-adv-heading23866_2a7834-47\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading23866_2a7834-47 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading23866_2a7834-47[data-kb-block=\"kb-adv-heading23866_2a7834-47\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading23866_2a7834-47 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading23866_2a7834-47[data-kb-block=\"kb-adv-heading23866_2a7834-47\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<h2 class=\"kt-adv-heading23866_2a7834-47 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading23866_2a7834-47\">Estate Planning<\/h2>\n\n\n<style>.kt-post-loop23866_61cd73-a2 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class=\"kt-blocks-post-date\">April 15, 2024<\/time><\/div><\/div><\/header><div class=\"entry-content\"><\/div><footer class=\"kt-blocks-post-footer\"><div class=\"kt-blocks-post-footer-left\"><\/div><div class=\"kt-blocks-post-footer-right\"><\/div><\/footer><\/div><\/div><\/article><article class=\"kt-blocks-post-grid-item post-18271 post type-post status-publish format-standard has-post-thumbnail hentry category-estate-planning category-wealth-management-and-planning tag-financial-planning tag-minnesota-wealth-managers tag-retirement tag-wealth-management\"><div class=\"kt-blocks-post-grid-item-inner-wrap kt-feat-image-align-top kt-feat-image-mobile-align-top\"><div class=\"kadence-post-image\"><div class=\"kadence-post-image-intrisic kt-image-ratio-66-67\" style=\"padding-bottom:66.67%;\"><div class=\"kadence-post-image-inner-intrisic\"><a aria-hidden=\"true\" tabindex=\"-1\" role=\"presentation\" 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class=\"kt-blocks-post-footer-right\"><\/div><\/footer><\/div><\/div><\/article><article class=\"kt-blocks-post-grid-item post-18256 post type-post status-publish format-standard has-post-thumbnail hentry category-estate-planning category-wealth-management-and-planning tag-minnesota-financial-advisor tag-minnesota-financial-planners tag-minnesota-wealth-managers tag-personal-finance\"><div class=\"kt-blocks-post-grid-item-inner-wrap kt-feat-image-align-top kt-feat-image-mobile-align-top\"><div class=\"kadence-post-image\"><div class=\"kadence-post-image-intrisic kt-image-ratio-66-67\" style=\"padding-bottom:66.67%;\"><div class=\"kadence-post-image-inner-intrisic\"><a aria-hidden=\"true\" tabindex=\"-1\" role=\"presentation\" href=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wealth-management-and-planning\/a-primer-on-irrevocable-life-insurance-trusts\/\" aria-label=\"A Primer on Irrevocable Life Insurance Trusts\" class=\"kadence-post-image-inner-wrap\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2024\/03\/shutterstock_1487277413-scaled-1-1024x683.jpg\" class=\"attachment-large size-large wp-post-image\" alt=\"\" srcset=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2024\/03\/shutterstock_1487277413-scaled-1-1024x683.jpg 1024w, https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2024\/03\/shutterstock_1487277413-scaled-1-300x200.jpg 300w, https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2024\/03\/shutterstock_1487277413-scaled-1-768x512.jpg 768w, https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2024\/03\/shutterstock_1487277413-scaled-1-1536x1024.jpg 1536w, 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class=\"wp-block-kadence-tab kt-tab-inner-content kt-inner-tab-5 kt-inner-tab767e01-5d\"><div class=\"kt-tab-inner-content-inner\"><style>.wp-block-kadence-advancedheading.kt-adv-heading23866_e9532e-8f, .wp-block-kadence-advancedheading.kt-adv-heading23866_e9532e-8f[data-kb-block=\"kb-adv-heading23866_e9532e-8f\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading23866_e9532e-8f mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading23866_e9532e-8f[data-kb-block=\"kb-adv-heading23866_e9532e-8f\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading23866_e9532e-8f img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading23866_e9532e-8f[data-kb-block=\"kb-adv-heading23866_e9532e-8f\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<h2 class=\"kt-adv-heading23866_e9532e-8f wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading23866_e9532e-8f\">Retirement Planning<\/h2>\n\n\n<style>.kt-post-loop23866_c76c52-be .kadence-post-image{padding-top:0px;padding-right:30px;padding-bottom:10px;padding-left:0px;}.kt-post-loop23866_c76c52-be .kt-post-grid-wrap{gap:30px 28px;}.kt-post-loop23866_c76c52-be .kt-blocks-post-grid-item{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;border-top-color:currentColor;border-top-style:solid;border-right-color:currentColor;border-right-style:solid;border-bottom-color:currentColor;border-bottom-style:solid;border-left-color:currentColor;border-left-style:solid;overflow:hidden;}.kt-post-loop23866_c76c52-be .kt-blocks-post-grid-item .kt-blocks-post-grid-item-inner{padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.kt-post-loop23866_c76c52-be .kt-blocks-post-grid-item 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767px){.kt-post-loop23866_c76c52-be .kt-blocks-post-grid-item{border-top-color:currentColor;border-top-style:solid;border-right-color:currentColor;border-right-style:solid;border-bottom-color:currentColor;border-bottom-style:solid;border-left-color:currentColor;border-left-style:solid;}}<\/style><div class=\"wp-block-kadence-postgrid kt-blocks-post-loop-block alignnone kt-post-loop23866_c76c52-be kt-post-grid-layout-grid \"><div class=\"kt-post-grid-layout-grid-wrap kt-post-grid-wrap\" data-columns-xxl=\"2\" data-columns-xl=\"2\" data-columns-md=\"2\" data-columns-sm=\"2\" data-columns-xs=\"1\" data-columns-ss=\"1\"data-item-selector=\".kt-post-masonry-item\" aria-label=\"Post Carousel\"><article class=\"kt-blocks-post-grid-item post-22609 post type-post status-publish format-standard has-post-thumbnail hentry category-retirement-planning category-wealth-management-and-planning tag-minnesota-financial-advisor tag-retirement-plan tag-wealth-management\"><div class=\"kt-blocks-post-grid-item-inner-wrap kt-feat-image-align-top kt-feat-image-mobile-align-top\"><div class=\"kadence-post-image\"><div class=\"kadence-post-image-intrisic kt-image-ratio-66-67\" style=\"padding-bottom:66.67%;\"><div class=\"kadence-post-image-inner-intrisic\"><a aria-hidden=\"true\" tabindex=\"-1\" role=\"presentation\" href=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wealth-management-and-planning\/annual-maintenance\/\" aria-label=\"Annual Retirement Plan Maintenance: A 5-Point Wealth Checkup for 2025\u00a0\" class=\"kadence-post-image-inner-wrap\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2023\/04\/maintenence.jpg\" class=\"attachment-large size-large wp-post-image\" alt=\"\" srcset=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2023\/04\/maintenence.jpg 1024w, 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class=\"kt-blocks-post-footer-right\"><\/div><\/footer><\/div><\/div><\/article><article class=\"kt-blocks-post-grid-item post-24376 post type-post status-publish format-standard has-post-thumbnail hentry category-retirement-planning category-wealth-management-planning category-wealth-management-and-planning\"><div class=\"kt-blocks-post-grid-item-inner-wrap kt-feat-image-align-top kt-feat-image-mobile-align-top\"><div class=\"kadence-post-image\"><div class=\"kadence-post-image-intrisic kt-image-ratio-66-67\" style=\"padding-bottom:66.67%;\"><div class=\"kadence-post-image-inner-intrisic\"><a aria-hidden=\"true\" tabindex=\"-1\" role=\"presentation\" href=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/retirement-planning\/how-much-do-you-need-from-the-sale-of-your-business-to-retire-comfortably\/\" aria-label=\"How Much Do You Need from the Sale of Your Business to Retire Comfortably?\u00a0\" class=\"kadence-post-image-inner-wrap\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2025\/07\/shutterstock_2554167341-1024x683.jpg\" class=\"attachment-large size-large wp-post-image\" alt=\"\" srcset=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2025\/07\/shutterstock_2554167341-1024x683.jpg 1024w, https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2025\/07\/shutterstock_2554167341-300x200.jpg 300w, https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2025\/07\/shutterstock_2554167341-768x512.jpg 768w, https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2025\/07\/shutterstock_2554167341-1536x1024.jpg 1536w, https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2025\/07\/shutterstock_2554167341-scaled.jpg 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" 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tag-personal-finance tag-retirement-planning tag-wealth-management\"><div class=\"kt-blocks-post-grid-item-inner-wrap kt-feat-image-align-top kt-feat-image-mobile-align-top\"><div class=\"kadence-post-image\"><div class=\"kadence-post-image-intrisic kt-image-ratio-66-67\" style=\"padding-bottom:66.67%;\"><div class=\"kadence-post-image-inner-intrisic\"><a aria-hidden=\"true\" tabindex=\"-1\" role=\"presentation\" href=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wealth-management-and-planning\/5-retirement-concerns-often-overlooked\/\" aria-label=\"Don&#8217;t Forget About These 5 Unexpected Retirement Costs\" class=\"kadence-post-image-inner-wrap\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"504\" src=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2022\/10\/seniors_biking_shutterstock_570150349-scaled-1-1024x504.jpg\" class=\"attachment-large size-large wp-post-image\" alt=\"\" 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768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/div><\/div><\/div><div class=\"kt-blocks-post-grid-item-inner\"><header><h2 class=\"entry-title\"><a href=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wealth-management-planning\/guide-to-thriving-financially-in-retirement\/\">A Guide to Thriving Financially in Retirement\u00a0<\/a><\/h2><div class=\"kt-blocks-post-top-meta\"><div class=\"kt-blocks-date\"><time datetime=\"2024-10-14T15:01:36-05:00\" class=\"kt-blocks-post-date\">October 14, 2024<\/time><\/div><\/div><\/header><div class=\"entry-content\"><\/div><footer class=\"kt-blocks-post-footer\"><div class=\"kt-blocks-post-footer-left\"><\/div><div class=\"kt-blocks-post-footer-right\"><\/div><\/footer><\/div><\/div><\/article><article class=\"kt-blocks-post-grid-item post-23411 post type-post status-publish format-standard has-post-thumbnail hentry category-lifestyle category-retirement-planning category-wealth-management-planning 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srcset=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2024\/10\/shutterstock_2287535325-1024x666.png 1024w, https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2024\/10\/shutterstock_2287535325-300x195.png 300w, https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2024\/10\/shutterstock_2287535325-768x499.png 768w, https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2024\/10\/shutterstock_2287535325-1536x998.png 1536w, https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2024\/10\/shutterstock_2287535325.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/div><\/div><\/div><div class=\"kt-blocks-post-grid-item-inner\"><header><h2 class=\"entry-title\"><a href=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wealth-management-planning\/downsizing-in-retirement-is-it-the-right-move-for-you\/\">Downsizing in Retirement: Is It the Right Move for You?\u00a0<\/a><\/h2><div class=\"kt-blocks-post-top-meta\"><div class=\"kt-blocks-date\"><time datetime=\"2024-10-03T11:23:21-05:00\" class=\"kt-blocks-post-date\">October 3, 2024<\/time><\/div><\/div><\/header><div class=\"entry-content\"><\/div><footer class=\"kt-blocks-post-footer\"><div class=\"kt-blocks-post-footer-left\"><\/div><div class=\"kt-blocks-post-footer-right\"><\/div><\/footer><\/div><\/div><\/article><article class=\"kt-blocks-post-grid-item post-16967 post type-post status-publish format-standard has-post-thumbnail hentry category-lifestyle category-retirement-planning category-wealth-management-and-planning tag-downsize tag-retirement tag-selling-your-home\"><div class=\"kt-blocks-post-grid-item-inner-wrap kt-feat-image-align-top 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srcset=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2022\/05\/home-sold_shutterstock_184993832_med-1024x659.jpg 1024w, https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2022\/05\/home-sold_shutterstock_184993832_med-300x193.jpg 300w, https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2022\/05\/home-sold_shutterstock_184993832_med-768x494.jpg 768w, https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2022\/05\/home-sold_shutterstock_184993832_med-1536x989.jpg 1536w, https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wp-content\/uploads\/2022\/05\/home-sold_shutterstock_184993832_med.jpg 1762w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/div><\/div><\/div><div class=\"kt-blocks-post-grid-item-inner\"><header><h2 class=\"entry-title\"><a href=\"https:\/\/dsb-rockisland.com\/wealth-management-and-planning\/wealth-management-and-planning\/should-you-downsize-for-retirement\/\">Should You Downsize for Retirement?<\/a><\/h2><div class=\"kt-blocks-post-top-meta\"><div class=\"kt-blocks-date\"><time datetime=\"2024-05-18T14:35:00-05:00\" class=\"kt-blocks-post-date\">May 18, 2024<\/time><\/div><\/div><\/header><div class=\"entry-content\"><\/div><footer class=\"kt-blocks-post-footer\"><div class=\"kt-blocks-post-footer-left\"><\/div><div class=\"kt-blocks-post-footer-right\"><\/div><\/footer><\/div><\/div><\/article><article class=\"kt-blocks-post-grid-item post-22937 post type-post status-publish format-standard has-post-thumbnail hentry category-retirement-planning category-wealth-management-planning tag-minnesota-financial-advisors tag-minnesota-financial-planners tag-retirement-planning tag-wealth-management\"><div class=\"kt-blocks-post-grid-item-inner-wrap kt-feat-image-align-top kt-feat-image-mobile-align-top\"><div 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This event should be equal parts family, fun, business, philanthropy and education. 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