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St. Croix Advisors, LLC

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Woodbury, MN
St. Croix Advisors, LLC

No matter your goals, St. Croix Advisors is your one stop solution to managing your financial life. At St. Visit our website at www.stcroixadvisors.com.

Croix Advisors we have three beliefs about Financial Simplicity. It is when you reach the point in your life......
• That living life becomes more important than having stuff.
• That you truly follow the priorities you have set out for yourself.
• That you would like to rely on someone else to manage your financial life so you can focus on living your life. It’s enlightening, freeing and powerful when you break each one of those principles down and start to apply them to your daily lives. Knowing where you are, where you’re going, and the impacts you want to make along the way in this journey called life is something we all seek, but few have truly successfully accomplished. To bring it all together and create financial simplicity in the pursuit of your priorities with clarity is one step in getting there. We have clients primarily in three areas: Minnesota, Wisconsin & Florida. We work with client's in person or online/over the phone. Technology today makes it so convenient to stay in contact and updated on where you stand financially.

11/02/2026

It's easy to believe that the next financial milestone will finally bring contentment. Perhaps a larger retirement account, a higher salary, or a vacation property.

But what happens when you reach that milestone and immediately set another? I see it happen. It's common. Once you reach it, you move it up.

There's nothing wrong with building wealth. The challenge is recognizing when the pursuit of more begins to overshadow the reasons you wanted financial success in the first place.

11/01/2026

What does “enough” look like to you?

Enough money to retire comfortably? Enough savings to feel secure? Enough resources to help your children and grandchildren?

Or perhaps enough freedom to spend your time doing what matters most?

Financial success isn't always about reaching the next milestone. Sometimes it's about recognizing when you've reached a point where your money can begin serving a different purpose.

10/31/2026

What's scarier than Halloween? Leaving your family completely unprepared.

Nobody enjoys thinking about their own death, becoming incapacitated, or eventually needing long-term care. But avoiding these conversations doesn't make those possibilities disappear. It simply leaves someone else to figure things out when the time comes.

You've spent your life working hard, building wealth, and taking care of the people you love. Preparing for the inevitable is another way to continue taking care of them.

Don't let another year go by without having the conversations that matter.

10/30/2026

There are only two months left in the year. What financial decisions have you been putting off?

Have you reviewed your beneficiaries? Considered whether a Roth conversion makes sense? Completed your required minimum distributions? Evaluated your charitable giving strategy?

Some financial planning opportunities have year-end deadlines, while others may become more difficult to address if you wait until a crisis occurs.

Take time to review your financial plan before December 31.

The decisions you make today can affect your retirement, your family, and the legacy you eventually leave behind.

10/29/2026

When was the last time you updated your estate plan? Your life today may look very different from when you first signed your will or trust.

Your children may be adults. You may have grandchildren. Your financial circumstances may have changed. Someone you named as executor or beneficiary may no longer be the appropriate choice.

Estate planning isn't something you do once and forget about. Review your documents periodically and after major life changes to make sure they still reflect your wishes.

10/28/2026

Your charitable legacy doesn't have to end when you do. If generosity and stewardship have been important throughout your life, have you considered how those values might continue after you're gone?

As you consider your year-end charitable giving, think about whether your estate plan also reflects the causes and organizations you want to support after you're gone.

Mine does! I walk the talk.

Your giving strategy can address both the impact you want to make today and the legacy you hope to leave tomorrow.

10/27/2026

Have you told your family why you made the decisions in your estate plan?

You may have carefully considered how to divide your assets, who should serve as executor, or why a particular charity will receive part of your estate, but will your family understand those decisions?

You don't necessarily need to disclose every financial detail. However, explaining your intentions may help prevent misunderstandings and give your loved ones a better understanding of what matters to you.

Don't assume your family can read your mind after you're gone.

10/26/2026

What do you want your grandchildren to remember about you? Will it be the money you left behind? The vacations you took together? The lessons you taught them? Your faith? Your generosity? The time you spent showing up for them?

Your financial legacy is only one part of what you leave behind. Think about the stories, values, and traditions you want your family to carry forward. Then ask yourself what you're doing today to help create that legacy.

10/25/2026

How much would you be willing to spend to save or extend your life or the life of someone you love?

$10,000? $100,000? $1 million? Everything you have?

It's easy to say we'd do whatever it takes. But what if another treatment offered only a few additional months? What if the cost jeopardized a spouse's retirement or the financial security of those who depend on us?

These aren't easy questions, and there aren't always clear answers.

In our latest in-depth article, How Much of Your Financial Resources Are You Prepared to Spend to Save Your Life or the Life of a Loved One?, we explore the difficult intersection of medical decisions, financial resources, quality of life, and family responsibilities.

The goal isn't to put a price on someone's life. It's to start conversations today that may help your loved ones navigate difficult decisions tomorrow.

Take a moment to consider where you'd place yourself on the scale below. Then read the full article to explore the questions worth discussing with your family.

🔗 https://stcroixadvisors.com/how-much-of-your-financial-resources-are-you-prepared-to-spend-to-save-your-life-or-the-life-of-a-loved-one/

10/25/2026

Are you leaving your heirs the right assets?

Not all inherited assets receive the same tax treatment. Depending on the circumstances, inherited taxable investments may receive a new cost basis, while distributions from inherited traditional retirement accounts are generally subject to income taxes. This can make a difference when deciding which assets to leave to your children, which to use during retirement, and which might be appropriate for charitable giving.

Before deciding who gets what, consider how the types of assets you're leaving behind could affect your beneficiaries.

Address

724 Bielenberg Drive, #4
Woodbury, MN
55125

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.stcroixadvisors.com/

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