Skip to content
Client Logins

Education
Center

Education Center

Clear Answers to Common Financial Questions

The Thiesen Dueker Education Center is a growing library of articles on the financial decisions that come up at each stage of life, from retirement income and taxes to estate planning, charitable giving and workplace benefits. Choose a topic to explore its articles.

Navy folders, a notebook, a calculator and reading glasses arranged on a desk

Retirement Income Planning

How retirement savings, Social Security, and other income sources can work together once regular paychecks stop.

A couple reviewing paperwork together at a kitchen table

Tax-Aware Planning

How income, withdrawals, and investment decisions can affect the taxes you pay before and during retirement.

A navy binder, house keys and a small model house resting on property documents

Estate & Legacy Planning

Keeping trusts, wills, beneficiary designations, and account titles organized so your plan works as intended.

Volunteers tending vegetables in a community garden

Charitable Giving

Ways to support the causes you care about while considering how the type of gift affects your taxes.

One large stone beside several small pebbles

Investing & Risk Management

Understanding investment risk, diversification, and what to review when one holding becomes a large share of your wealth.

A business owner standing on his manufacturing shop floor

Business Owners

Financial questions that come with owning, growing, or preparing to sell a business.

Three colleagues reviewing plan documents at a conference table

Employer Retirement Plans

Information for employers, HR teams, and plan committees responsible for a company retirement plan.

A woman reviewing her retirement savings on a laptop

Your Workplace Retirement Benefits

Making informed choices about your 401(k) and other retirement benefits at work.

Parents and their adult children talking around a table

Family Wealth & the Next Generation

Preparing family members for future responsibilities and keeping important family conversations going.

A grandmother and her teenage grandson walking on a college campus

Education & Family Planning

Saving for education and helping children and grandchildren prepare for the years ahead.