Confetti Wealth

06/25/2026

Big congratulations to Michelle Young for being named to the 2026 AdvisorHub Women Advisors to Watch list! This honor celebrates advisors who help clients achieve their long-term financial goals—and that’s what drives us every day. Thank you to our amazing clients for your trust and loyalty. We’re excited to keep empowering your financial future!

https://bit.ly/4vHq2dS

06/22/2026

What financial goals do you want to achieve? Write down your short-, medium- and long-term financial goals.

Tip: The more specific and measurable your financial goals are, the more likely you are to achieve them. https://bit.ly/4ja5cNP

06/21/2026

Today we celebrate the fathers, father figures, and mentors who help shape our lives—through guidance, support, and the lessons that last a lifetime.
Wishing you a Happy Father’s Day filled with appreciation and meaningful moments.

06/21/2026

If you want to feel more in control of your finances, start by tracking them. Regularly reviewing statements and other financial records can give you clarity and direction. https://bit.ly/4ja5cNP

06/20/2026

🎉 Employee of the Month Alert: Derek Coulson, Financial Planning Specialist! 🎉
Derek consistently delivers exceptional work, handling complex client needs with accuracy and professionalism. His positive, can-do attitude makes a strong impact across our team.

Congratulations, Derek, and thank you for all you do! 👏

06/19/2026

Reflecting on history. Celebrating progress. Honoring resilience.
Juneteenth reminds us of how far we’ve come—and the importance of continuing forward.

06/18/2026

Join us in celebrating Michelle Young, who has been named to the 2026 Forbes Best-in-State Wealth Advisors list. Congratulations, Michelle! All of us at Confetti Wealth share your commitment to building genuine relationships with our clients and providing them with the experience they deserve. Thank you to all of our loyal clients – we are honored to be part of your lives.


https://bit.ly/4eQIQl1

06/18/2026

We invite you to an educational Microsoft Teams seminar event this TODAY, June 18th, 2026, 12-12:45 p.m. Central Time! Using the link below join our special seminar on "Washington Update – Politics and Policy" Presented by Scott Orr, CFA – Senior Vice President, Head of Regional Public Affairs, Fidelity Investments.

Gain an understanding of how this environment and future congressional and regulatory action may impact investors and the markets.

Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a nonpartisan view of the current political climate in Washington DC and what to watch for in this fall's midterm elections and through the remainder of 2026.

https://bit.ly/3SfA5Za

legal #8865579

Learn about upcoming financial seminars and financial events in Edina, MN, hosted by financial advisor: Confetti Wealth.

06/16/2026

We invite you to an educational Microsoft Teams seminar event this Thursday, June 18th, 2026, 12-12:45 p.m. Central Time! Using the link below join our special seminar on "Washington Update – Politics and Policy" Presented by Scott Orr, CFA – Senior Vice President, Head of Regional Public Affairs, Fidelity Investments.

Gain an understanding of how this environment and future congressional and regulatory action may impact investors and the markets.

Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a nonpartisan view of the current political climate in Washington DC and what to watch for in this fall's midterm elections and through the remainder of 2026.

https://bit.ly/4xsGpfL

legal #8865579

06/15/2026

Simply put, your net worth is everything you own minus everything you owe. Knowing your net worth provides a good starting point for measuring progress toward your goals. https://bit.ly/4ja5cNP