Confetti Wealth

06/01/2026

🔦EMPLOYEE SPOTLIGHT FOR JUNE 2026 🔦
Everyone, let's give a warm welcome and get to know one of Confetti Wealth’s newest team members, Candela Larson! Candela is one of our paraplanners at Confetti Wealth. She has been in the finance industry for almost three years and transitioned from insurance sales to client and account service. Outside of work, Candela enjoys all things nerdy! She’s a homebody who loves game night with friends or settling in with a latte and a book.

🎉Rapid‑Fire Q&A with Candela🎉

❓What’s one financial tip or principle you think everyone should know:
"Boots Theory part two (Sam Vimes theory of socioeconomic unfairness): Consumables get expensive quickly, but quality, long-lasting items work out to be a lot cheaper than they look over time."
❓If you could give your younger self one piece of financial advice, what would it be:
"Don’t spend 5 hours avoiding a $100 expense, just buy the tool you need."
❓If you could eliminate one common financial myth, what would it be:
"That depreciating assets are investments. I don’t care how nice the watch/car/purse is, or how up-and-coming the brand is, don’t expect it to appreciate."
❓What’s your favorite financial tool or app that makes life easier: "Good old Excel."
❓What’s one book, podcast, or resource that changed how you think about money: "I’m a big fan of The Financial Diet on YouTube."
❓How would you descried working on the Confetti Wealth team: "I spend most of my day in Microsoft Office Suite but there’s never a dull moment in the Confetti Office!"

👉To learn more about how Candela and the team at Confetti Wealth work, check out our website: https://bit.ly/4u7XOYk

05/30/2026

Whether you’re changing jobs, retiring early or navigating a major life change, losing health insurance can be scary. The good news is there are several options to help you stay covered. From COBRA to marketplace plans, learn which one is right for you.

Find out how to address your health care needs in the event of a coverage gap.

05/28/2026

🎉 Celebrating Our Confetti Team Members Born in May! 🎉
Please join us in wishing a happy birthday to:

Amanda Petri – Private Wealth Advisor
Bridget Root – Financial Advisor

Your leadership, expertise, and dedication make Confetti Wealth stronger every day. Wishing you both a fantastic birthday month and a year filled with success and celebration!

05/26/2026

🎉 Today we’re celebrating a special milestone! 🎉
Happy 1st Confettiversary to Stacia Swanson, Michelle’s Executive Assistant at Confetti Wealth! Thank you, Stacia, for your dedication, support, and the positive impact you make every single day—you are truly an essential part of our success.
We’re so grateful to have you on the team and look forward to many more milestones ahead!

05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who gave their lives in service to our country.

05/22/2026

🎉 Employee of the Month Alert: Tony Mason! 🎉
We’re proud to recognize Tony as our Employee of the Month. Tony consistently delivers exceptional service with a friendly, professional approach that helps clients feel confident, informed, and supported. He’s a dependable team member who is always willing to step in and help, positively reflecting our values in every interaction.

Thank you, Tony, for your dedication and commitment to excellence—we’re grateful to have you on our team.

05/21/2026

We invite you to an educational Microsoft Teams seminar event TODAY Thursday, May 21st, 2026, 12-12:45 p.m. Central Time! Using the link below join our special seminar on "Getting Your Financial House in Order: Simple Steps for Clarity and Confidence" Presented by Leda Zukowski, Director, Advisor Advancement Institute with New York Life.

Staying organized financially isn’t just about paperwork—it’s about having a clear understanding of where you stand today and where you’re headed.
During this session, we will:
• Highlight why financial organization is the foundation of financial wellness
• Share practical ways to organize key documents and accounts
• Walk through how to plan intentionally for the year ahead
• Discuss how to set meaningful, realistic financial goals
• Provide simple habits to help you stay on track over time

https://bit.ly/4tLZJ4I

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Learn about upcoming financial seminars and financial events in Edina, MN, hosted by financial advisor: Confetti Wealth.

05/18/2026

We invite you to an educational Microsoft Teams seminar event this Thursday, May 21st, 2026, 12-12:45 p.m. Central Time! Using the link below join our special seminar on "Getting Your Financial House in Order: Simple Steps for Clarity and Confidence" Presented by Leda Zukowski, Director, Advisor Advancement Institute with New York Life.

Staying organized financially isn’t just about paperwork—it’s about having a clear understanding of where you stand today and where you’re headed.
During this session, we will:
• Highlight why financial organization is the foundation of financial wellness
• Share practical ways to organize key documents and accounts
• Walk through how to plan intentionally for the year ahead
• Discuss how to set meaningful, realistic financial goals
• Provide simple habits to help you stay on track over time

https://bit.ly/4tInQRS

legal

05/14/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

05/12/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to us and let’s talk about your goals.