MissionBridge Wealth

05/29/2026

🎉 Happy 529 Day! 🎓

To celebrate, let's clear the air on some commonly misunderstood information about 529 plans.

How do 529s affect federal financial aid? What are the tax benefits? Am I better off funding a Roth IRA?

Every situation is unique, and we're here to help you make sense of it all. Reach out to discuss what's right for you and the people you care about.

savingforcollege.com

05/27/2026

We have a lot of conversations with business owners who've built something meaningful, but haven't fully stepped back to plan for what comes next.

This article is a great reminder: planning beyond the present isn't just about exiting someday. It's about protecting your people, your clients, and the legacy you've worked so hard to create.

And the good news is you don't have to do it alone.

Through our ASCENT Planning Process, we walk beside you to assess where you are today, build a strategy around what matters most, and execute a plan that carries your business—and your purpose—forward. Learn more at https://missionbridgewealth.com/ascent-business-planning

missionbridgewealth.com

05/25/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation. Their legacy lives on.

05/22/2026

It's not always about how you play, but who you share it with.

Earlier this week, our own Bosway and Bednarczyk, CFP® took their self-identified limited golf skills to the course, joined by great people who made the day truly meaningful—while supporting programs at their alma mater, Totino-Grace.

As we head into Memorial Day weekend, may your time with family and friends spark a summer full of meaningful moments.

05/19/2026

For many people, there comes a point where financial success alone isn't enough…where the question becomes, "What really matters now?"

We think of that as the second mountain; your mountain of most significance.

Whether you find yourself on your first mountain or pausing in the valley, it's a moment to consider what comes next.

It's not about climbing higher, but about climbing toward what matters most.

05/14/2026

Have the itch to start a business in retirement? You're not alone.

If this article hits home, reach out and we'd love to help you find smart ways to balance start-up costs without putting your savings at risk.

missionbridgewealth.com

05/11/2026

Love golf? Want to make a real impact?
Turn your time on the course into something meaningful with GolfOnMission.com.

Each month, you'll find simple opportunities to give back just by playing the game you love.

In the coming weeks, your rounds can help support incredible local nonprofits like Meals on Wheels, Hearts & Hammers, Elevate Hope House, and more.

👉 Visit GolfOnMission.com today and "chip in" to collectively make a significant difference in our community.

05/07/2026

Owning a small business can feel like a constant juggling act, but some small changes can start making a big difference for you now. Read more about strategies to help you stay focused, support your team and boost productivity without burning out.

05/05/2026

Some moments change your financial life overnight.

The most significant ones also shape your legacy.

When wealth arrives, thoughtful planning and purposeful giving can turn that moment into something far more meaningful. These moments have the power to go beyond you, creating impact for your family and the world around you.

missionbridgewealth.com

05/01/2026

We all take some “steps” in life without intentionally thinking about our goals.

This spring, we invite you to join us in making our steps more intentional.

If you’re going to build a financial plan, do it with your most meaningful goals in mind.

If you’re going to walk, walk with purpose.

If you’re going to run, RUN ON MISSION.

Check out www.runonmission.com to see upcoming local walking & running events that support impactful causes throughout the Twin Cities area.

A special thank you to the teams behind these non-profits. Your dedication brings us together and inspires us to make a difference in the lives of others.

Know of an event that should be included? Let us know at [email protected]