August 2023 Newsletter
Susan Stiles chosen as a 2023 TCB Notable Leader in Banking & Finance by ‘Twin Cities Business’

Susan Stiles was selected as a 2023 TCB Notable Leader in Banking & Finance by Twin Cities Business. Stiles , along with 20 other Twin Cities professionals in the banking and financial industry received the accolade. 

Professionals being recognized as Notable Leaders were selected for their experience and have shown the ability to effect change in their roles or areas of practice.
 
Stiles is the founder of Stiles Financial Services, Inc., a holistic, independent portfolio and wealth management firm built on a foundation of fiduciary principals and based in Edina, Minnesota. Her team of experienced financial professionals work with families, business owners and non-profits to provide the advice and tools to help build wealth and a legacy as well as deliver fiduciary oversight for plan sponsors on behalf of their 401(k) and pension plans.
Saving for Retirement Health-Care Costs

It's no secret that health care is expensive, but you might be surprised by the savings needed to pay for health care during retirement. Read more
Put Your Money Where Your Values Are

Why you should know your "why" when it comes to money management. Read more
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

The SECURE 2.0 Act offers a new 529 plan-to-Roth IRA rollover and help for employees with student loans starting in 2024. Read more
Leave a Lasting Gift with an Ethical Will

An ethical will can help you tell your personal story and communicate your beliefs and life lessons to your family, friends, or community. Read more
Be In The Know:
Protecting Seniors from
Financial Fraud


Wednesday, Aug. 16, 2023
5-5:45 p.m. CST | Followed by a Q&A


In the U.S. last year, more than 1 in 10 seniors fell victim to financial fraud where the loss per case averaged more than $30,000. There are many steps that can be taken to prevent this kind of loss and to protect your loved ones and yourself. 

Join Marketing & Communications Manager Kaylin Eidsness, who spent time as Crime Prevention Coordinator for the Edina Police Department (EPD) years ago, as she and EPD Police Officer Gabby Doyle present ways to protect seniors from financial fraud.

As the scams targeting seniors get more and more sophisticated, you won't want to miss this month's "Be In The Know!"
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Stiles Financial Services is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.