Skip to content
Minot Financial Planning
Menu
Home
Who We Serve
Who We Serve
Business Owners
Divorcees
Retirees
Sudden Wealth
Pre-Retirees
Second Opinion
Financial Planning Process
Retirement Planning
Strategic Investment
Services
Resources
Resources
WorthWhile
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
Living Your Legacy
Living Your Legacy
Career
Community
Family
Client Access Videos
About Us
About Us
Robert Dick
Brendan Dick
Halle Kadrmas
What Makes Us Effective
Why Work With a CFP
Contact Us
Minot, ND-6NU
2900 10th St SW Ste C
Minot, ND 58701-6913
T: 701.852.3090
F: 701.852.3108
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Estate & Giving
Family & Lifestyle
Financial Planning
Markets & Investing
Retirement & Longevity
Tax Planning
Technology & Innovation
Topic
Education
Media
Article
Infographic
Newsletter
Video
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Read
Estate & Giving
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Read
Estate & Giving
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Read
Estate & Giving
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Read
Estate & Giving
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Read
Estate & Giving
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Read
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your val...
Read
Estate & Giving
Aligning wealth with purpose this holiday season
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
Read
Estate & Giving
Estate planning complexity with the rise of new technologies
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
Read
Family & Lifestyle
Infographic: The gift of philanthropic planning
Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
View
Estate & Giving
Giving is a family affair
How to inspire charitable values for generations to come.
Read
Estate & Giving
Load more
Load more