Steve Lear

Find out with a Charitable Gift Analysis and Review.

We’re expanding our financial literacy resources with a new monthly blog series from Chelle Gonzo of Money Nudges. In her debut post, Chelle breaks down how to write meaningful goals — and, more importantly, how to achieve them.

Fraud doesn’t start with criminals. It starts with people who were never taught how money actually works.

Discover three ways to make team resolutions work to best advantage.

On February 11, Best Prep is launching its 50th Anniversary year with an Educational Forum focused on “Financial Literacy for All.” We have 30 seats available for this entertaining and inspiring event. Learn how you can join us!

So many people say they never had any personal finance courses in school. How do you close that educational gap? Meet Chelle Gonzo, founder of Money Nudges.

We analyzed comments made by our recent money survey participants. Here’s what their answers revealed.

Discover how Minnesota students are making a positive difference in their communities. 

Time is a precious resource. Learn how to make it work best for you.

Kim wraps up the wild ride that was 2025.Kim helps us understand our rapidly changing world by analyzing data, trends, and predictions that impact us. 

We recently asked people to share their opinions on the top purposes of money. The results are in!

Steve Lear and Paul Odegaard (Philanthropic Advisor at the Minneapolis Foundation) spoke on generosity at a Ham & Eggs Club breakfast on December 17th at Edina Country Club. They were welcomed to the event by Barry Kelner, Senior Trust Advisor at First Bank & Trust in Edina.

Congratulations on completing the journey! Now discover how to transform your experiences into lessons for the future.

In this season of giving, we’re highlighting a legacy-planning tool that helps you impact the world you’ll leave behind.

Your action plan begins! Get tips to keep your team engaged on the road to reaching your goal.