True North Advisory Group

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

How Long Will Your Money Last? See how long a lump sum of savings could last based on your withdrawal rate and return.

What should you look for in a personal finance app?

What to Look for in Personal Finance Apps An increasing number have been developed to help individuals with their personal finances.

Please join us in congratulating one of our advisors; Shaun and his wife, Jamie, on the arrival of their beautiful baby girl, Margot Ryan Jensen! You’re going to have to trust me when I say she is precious!!

Margot joins an already wonderful team at home, including her proud siblings, Valen and Arch (adorable too!), along with the family pup, Frankie. We couldn't be happier for the Jensen family as they welcome this newest addition and begin this exciting new chapter together.

Welcome to the world, Margot! We wish your family endless joy, love, laughter, and many precious memories in the years ahead.

Congratulations again, Shaun and Jamie, we are so excited for you all!

Have you used a junk-drawer approach to manage your investments?

The Junk Drawer Approach to Investing It's easy to let investments accumulate like old receipts in a junk drawer.