Broker Check

Blog

Monday, November 27, 2023

Here at Wealth Management Group in Minnesota, our mission is to prepare you for the future financially. It’s hard to think about, but long-term care is an important need for which you should prepare. How much care might you need?

Monday, November 20, 2023

Navigating the choppy waters of divorce is tough enough, and when you throw high interest rates into the mix, it’s like adding a rogue wave to an already stormy sea. But don’t worry, there are things you can do to optimize...

Friday, November 17, 2023

Have you been concerned about stocks wavering last month? As a financial planners, we've noticed that the month of October has been associated with frightening incidents in the financial world. Perhaps this is because two significant stock

Monday, September 25, 2023

Today, I want to delve into a topic that’s becoming increasingly common and impactful in our lives: gray divorce. Yep, you heard it right – the dissolution of marriages among those who have seen a few more sunrises than...

Monday, September 18, 2023

It’s never a straight line Last year was a year most investors would like to forget. While the performance was underwhelming, let’s not forget some of the lessons learned. We recognized that a well-diversified portfolio of...

Show All

Friday, September 15, 2023

A single person age 65 in 2023 may need about $157,500 saved after taxes to cover health care expenses in retirement, according to Fidelity. In 2023, their estimate for an average retired couple aged 65 is around $315,000. The...

Monday, August 21, 2023

Getting prepared for college can be both exciting and overwhelming for a high school senior. What might your goal-oriented peers do that will help them succeed as they set out on a new path? Having a clear roadmap to guide your...

Tuesday, August 15, 2023

Is the stock market up 7% or 37% this year? Well, it depends. According to one major index, the market is up a respectable 7%. That’s not bad following last year’s dismal performance, but contrast that with another...

Friday, July 28, 2023

We understand that Social Security benefits play a considerable role in both the immediate and long-term financial well-being of individuals, particularly in the context of divorce. To effectively negotiate a successful divorce...

Monday, July 10, 2023

There is no shortage of tricks that scammers will use to deceive the elderly. Some will use deceitful emails and texts that encourage you to redirect to their fraudulent websites. Others may impersonate loved ones,...

Friday, July 7, 2023

A bear market is defined as a 20% or greater drop in a major market index, usually the broad-based S&P 500 Index.Unlike the better-known Dow, which comprises just 30 companies, the S&P 500, as its name implies,...

Wednesday, June 28, 2023

The landscape of divorce is evolving. The old model had you running out and hiring an attorney to handle everything. Then the idea that a mediator could be part of the process became widely accepted, especially if the couple was...

Friday, June 9, 2023

Last August, the highly respected Conference Board, which compiles the Leading Economic Index, believed the U.S. economy would not expand in the third quarter of 2022 and “could tip...

Monday, May 15, 2023

We plan for retirement because we know that we may not want to work forever. An artificial retirement age set by our employer may limit our options. Health issues may also dictate when we decide to retire.With your input, we can help...

Monday, April 24, 2023

Have you ever reflected on the foundation of the financial system? What comes to mind? Banks, investors, the stock market, the bond market, or the credit markets? That's partially true.They are the underpinnings, but the foundation or...

Monday, April 17, 2023

The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns.If you have yet to file, most taxpayers have until Tuesday, April 18, 2023, to submit their tax...

Monday, April 10, 2023

What is financial fitness? Well, we are all familiar with the term physical fitness. If pressed for a definition, we might define it in terms of our own ideas and circumstances. When it comes to an explanation of financial fitness, the...

Monday, April 3, 2023

Whether you reached your personal goals last year or faced challenges, a new year brings new opportunities and a fresh start.Let’s jump right into this month’s topic. The Setting Every Community Up for Retirement...