Manifest Wealth Management

09/01/2026

🎒📚 Back to School! 🍎✏️

Hey everyone! As the summer sun begins to set, it's time to trade in those flip-flops for some fresh kicks and head back to school. Whether you're starting a new grade, meeting new teachers, or reuniting with friends, this school year is your blank canvas. Let's fill it with laughter, learning, and unforgettable memories. Remember, every day is a new adventure waiting to unfold. Wishing you all a fantastic and successful school year ahead!

🌟

08/27/2026

Check out Andy's interview with Greg Wilnau, who created this Podcast for Financial Planner Search! And if you haven't already, Like and Subscribe to our YourTube Channel while you're there!
https://youtu.be/-02sl9cEYOc

08/24/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

08/18/2026

https://www.manifestplanning.com/latest-news

🏆 Another year, another honor for Manifest!

We’re proud to share that Manifest and Andy Schelitzche have been recognized for the third consecutive year with the 2026 Forbes Best-In-State Wealth Advisors list, compiled by SHOOK Research and made the 2026 AdvisorHub list of 250 Advisors to Watch.

We’re especially proud of these honors because they reflect what matters most to us: helping our clients live better lives.

Thank you to our clients for trusting us along the way. We’re honored to continue serving you. 🙏

08/14/2026

Race Day at Canterbury Park! On July 9, we had the pleasure of hosting 70 clients and guests at Canterbury Park in Shakopee for an exciting evening of horse racing! The event featured our sponsored race (The Manifest Minute) which included a paddock tour of the horses and a Q&A session with a racehorse owner. A highlight of the evening was capturing a group photo in the winner's circle with the victorious horse of the Manifest Minute, Mitole Princess, and jockey Edgar Espinosa. This event exemplifies our commitment to our clients and how much we appreciate working with them! https://www.manifestplanning.com/latest-news

08/12/2026

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

📜🔒

08/11/2026

Welcome, Taylor! We are pleased to announce the addition of Taylor Lolling, our new Paraplanner, who will play a vital role on our team. Your next phone call with our office may be with her as she gathers information for your financial plan. With a Bachelor of Science in Business Administration and Finance from the University of Nebraska-Lincoln, and experience in leadership, she is well-equipped to support our advisors in creating tailored financial strategies. Taylor currently resides in Prior Lake where she enjoys spending time with her family and black Labrador Retriever. We encourage everyone to connect and engage with Taylor and our team as we strive to provide exceptional financial services.

07/31/2026

The Common Cents Act has passed the House and now moves to the Senate for consideration.

The bill is tied to the phase-out of the penny and would create a national rounding standard for cash transactions.

Under the proposal, cash purchases would be rounded up or down to the nearest five cents when exact change is not available.

For example, a purchase totaling $10.02 would round down to $10.00, while a purchase totaling $10.04 would round up to $10.05.

Pennies would still retain their value under the act, even as the Treasury stopped minting them.

The bill is especially relevant for businesses that handle cash, including restaurants and retailers, because it could reduce confusion and legal risk around exact change.

For consumers and businesses, the broader takeaway is that even small changes in currency rules can affect daily transactions, checkout systems, and cash-handling practices.


Source:

New law aims to address how businesses and consumers should transact amid the phase-out of the penny.

07/23/2026

Retaining great employees starts with showing them their future matters. This post spotlights the SIMPLE IRA as an accessible retirement option designed with smaller teams in mind, giving business owners a specific, tangible reason to start the conversation.

07/20/2026

🌞 Did you know schools in the South tend to start the school year the earliest? 🌞

📚 As the back-to-school season approaches, approximately 54.1 million K-12 students and 5.7 million teachers are gearing up to head back to classrooms this fall. 📚

🍎 Teachers are the largest group among the nearly 10 million individuals employed in the country's elementary and secondary schools, which also include principals, school bus monitors, teaching assistants, and janitors. 🚌👩‍🏫



Information from the U.S. Census Bureau