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Archives for May 23, 2016

High School Reunions

High school sweethearts Bob and Sue stopped to eat on the journey to their 40th class reunion.  After dining, about an hour down the road, Sue told Bob that they must return to the restaurant to retrieve her forgotten glasses. Bob made the U-turn and grumbled mightily all the way back on the return trip. Once parked in front of the restaurant, Sue exited the car. Bob then shouted, “while you’re in there you might as well ask for my wallet and credit cards too”.  By my count, the bicentennial class of 1976 turns 58 this year. Class reunions are good reminders to assess where you have been and where you are going, as retirement and 50th class reunions come up fast.  Take the time during these milestones to plan ahead for retirement and 30 years without a paycheck. Plan to enjoy the golden years.

CFPs Joe Lucey and Derek Fautsch talk about legacies, retirement income, tax relief, and Social Security every week on Secured Retirement Radio 9:00 am Saturdays on KTLK 1130 am Twin Cities.

If it’s time to plan your retirement, call 952-460-3260 for a free review

Danielle Christensen

Paraplanner

Danielle is dedicated to serving clients to achieve their retirement goals. As a Paraplanner, Danielle helps the advisors with the administrative side of preparing and documenting meetings. She is a graduate of the College of St. Benedict, with a degree in Business Administration and began working with Secured Retirement in May of 2023.

Danielle is a lifelong Minnesotan and currently resides in Farmington with her boyfriend and their senior rescue pittie/American Bulldog mix, Tukka.  In her free time, Danielle enjoys attending concerts and traveling. She is also an avid fan of the Minnesota Wild and loves to be at as many games as possible during the season!