MN Wealth Advisors

08/26/2026

📅 August is National Make-A-Will Month. While the topic may not be easy to bring up, it's a meaningful time to think about what matters most to you and the life you've built.

🌎 It's also a natural moment to consider the mark you want to leave on the world. A will has many objectives, including helping distribute your assets, appointing an executor, and naming guardians for minor children. But a will can also reflect your priorities and what that means for your family's future.

💬 Have other estate questions? We might be able to help. Let’s find a time to connect.

08/20/2026

📈 In the simplest of terms, stock prices are driven by two forces:
• 💵 Earnings
• 🤝 The price that investors are willing to pay for those earnings

And this year, estimates for the “E” in P/E ratio are trending up. ⬆️ As you can see in the chart, the 2026 and 2027 estimates for the Standard & Poor’s 500 are higher than they’ve ever been, following Q2 earnings revisions. 📊

08/18/2026

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.

08/17/2026

Back-to-school season is bringing higher costs for many families.

A new analysis found that a typical basket of school items, including notebooks, lunch boxes, and index cards, is up nearly 8% compared with last year.

School lunches are also more expensive, with the cost of a typical packed lunch up 11%.

The analysis estimates families may spend roughly $4,000 per student on school supplies and lunches this year, including about $175 on school items and $3,800 on packed lunches.

Some items have seen especially sharp increases. Lunch boxes are up 27%, one-subject notebooks are up 23%, and index cards are up 22%.

Higher tariffs, imported school supplies, food prices, and energy costs are all contributing to the increase.

For families, back-to-school shopping is a reminder that seasonal expenses can add up quickly, especially when everyday costs are already stretching household budgets.


Source:

U.S. households will spend roughly $4,000 per student on school supplies and lunches this year, a new analysis found.

08/14/2026

National Financial Awareness Day is a helpful reminder to take a step back 👣 and get clear on the basics: where things stand today, what you want your money to accomplish 🎯, and whether your current approach still matches your priorities 🧭.

The significance is that small financial blind spots can quietly add up over time 📌. Knowing your cash flow, savings habits, debt, insurance coverage, and investment risk exposure can help you make more confident decisions 💡—especially when markets are uncertain and headlines are noisy 🗞️.

If you’d like to use today as a quick check-in ✅, consider: confirming beneficiaries and key documents are up to date 📄, reviewing your emergency savings 🏦, and noting any upcoming life changes (retirement timing, a move, healthcare needs, or family support) 👨‍👩‍👧‍👦. If anything has changed, we’re happy to schedule time to review your goals 📅 and make sure your plan remains aligned.

07/17/2026

June was one for the history books at MN Wealth Advisors! 🎉

🚀 SpaceX IPO Celebration: Several MN Wealth Advisors clients who were qualified investors had the opportunity to acquire shares privately in SpaceX. On June 12, we were excited to celebrate SPCX’s IPO with those who could join us. For our SPCX investors, it has been a fun—and very profitable—ride so far!

👶 A New Grandbaby: We’re also celebrating Michelle Lucero, Client Service Specialist, who became a grandma on June 15! Her granddaughter, Ramona Jean, arrived just a few days late, and Michelle is loving this exciting new chapter.

⚽ World Cup Excitement in KC: KC successfully hosted World Cup games and Fan Fest experiences, and Matt and Tony were fortunate to attend Algeria vs. Netherlands. It was a truly historic and special event!

To say we’ve been over the moon is an understatement. 🌙 June was filled with milestones, celebrations, and memorable moments—and we hope you and your family are enjoying a wonderful summer as well! ☀️

02/25/2026

Big congratulations to Tony Moeller, Partner and Senior Advisor at MN Wealth Advisors, for being named a 2026 Five Star Wealth Manager!

This marks the 14th time Tony has been recognized by Five Star Professional, including an incredible 12 consecutive years earning this distinction. This honor reflects Tony’s unwavering commitment to his clients and his dedication to delivering thoughtful, personalized financial guidance year after year.

We’re proud to celebrate this well-deserved achievement!

02/24/2026

There’s good news on the horizon for taxpayers and investors.

The One Big Beautiful Bill Act of 2025 includes provisions that could benefit many households. In fact, the Tax Foundation estimates that each taxpayer may pay about $4,000 less in federal taxes starting in 2026. That’s real dollars back in your pocket.

This kind of momentum is encouraging and may continue to support investor confidence as we move into the second half of the year. At MN Wealth Advisors, we’re here to help you understand what these changes could mean for your financial plan and how to make the most of them.

02/09/2026

🎓 February is National Financial Aid Awareness Month!

If you have a student preparing for college, now’s the perfect time to explore financial aid options. From FAFSA to scholarships, understanding your choices can help your loved ones get the support they need to pursue higher education.

💡 Here’s how to get started:
• Start Early: Encourage your student to research and apply for financial aid as soon as possible. Early FAFSA submission can increase your chances of getting aid.
• Explore All Options: Look beyond federal aid. Check out state and school grants, scholarships, and work-study programs.
• Stay Informed: Financial aid rules can change, so keep up with the latest updates.
• Consult Us: Our team at MN Wealth Advisors is here to guide your family through personalized strategies to manage the cost of college.

Helping your student plan ahead can make a world of difference! 🌟