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While milking a cow or going on safari might add excitement to your retirement dreams, adding the following items to your financial bucket checklist can help you work toward retirement confidence:

  • Will and estate plan
  • Up-to-date beneficiary designations for investment, bank and insurance accounts
  • Long-term care strategy
  • Health care proxy
  • Durable power of attorney
  • Guaranteed stream of income
  • Funeral plot and arrangements

Don’t worry about changing your mind concerning these matters later on. It’s important to go through these planning processes early on in retirement, knowing that you can update your plan down the road should your circumstances change. If you need help getting your financial bucket checklist together or updated, give us a call. We’re happy to help, and we can also refer you to attorneys to help you complete your financial bucket checklist.

 

The content provided here is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice. Contact us at info@securedretirements.com or call us at (952) 460­-3260 to schedule a time to discuss your financial situation and the potential role of investments in your financial strategy.

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Ryan Keapproth

Ryan Keapproth

Financial Advisor

Ryan is dedicated to serving clients to achieve their retirement goals. Ryan’s holistic approach centers on wealth management strategies with a focus on income planning throughout retirement. As a Financial Advisor, Ryan is an Investment Adviser Representative (IAR), life and health insurance licensed and a Certified Tax Preparer. Ryan is a graduate of the University of Minnesota, with an Accounting and Finance major.​

Ryan is a lifelong Minnesotan originally from Woodbury and currently residing in Bloomington with his wife, Riamae, and their rescue Terrier Beagle mix, Douglas. Ryan and his wife are avid travelers as Riamae is originally from the Philippines. Ryan describes himself as a major foodie enjoying new restaurants around the cities whenever possible. Ryan enjoys playing golf and poker. He is a sports fan especially when the Vikings and Timberwolves are playing. In his formative years, Ryan tended bar at various places including Mystic Lake and Running Aces in Columbus, MN where he met his wife.  

We’re glad to have Ryan part of the Secured Retirement family too!