For many, myself included, the Kentucky Derby represents spring’s true entrance. This Saturday marks the 150th year of this iconic race – the longest-running sporting event in the US. More than 150,000 spectators will gather at Churchill Downs to sip mint juleps and witness the thoroughbreds thunder down the track with incredible speed.
Marriage, divorce, birth, and death – some of these life events are certainly more fun than others. But when they happen, they each demand our attention and often trigger a set of to-dos. Amidst the celebration (or chaos) that unfolds, updating beneficiary forms rarely tops the priority list. However, overlooking these (frankly) mundane
After a hot first quarter, we’re left feeling that the market has begun to cool off just as the weather warms up here in the upper Midwest. With a mix of rising interest rates and tempered expectations for Federal Reserve rate cuts, we’ve begun to feel a slight market chill. Nevertheless, and despite
Joe Lucey is a CERTIFIED FINANCIAL PLANNER™ and a leading expert in retirement planning.
He is the creator of the TaxSmart™ Retirement Program, a program that combines expert income, investment, tax, healthcare, and estate planning so you can retire without sacrificing your lifestyle.
He believes the best retirement plan takes you, your family AND your financial situation into account. The founder of Secured Retirements Financial, a firm specializing in retirement planning, him and his team have helped thousands of people live their dream retirement.
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!
