Chances are, you’re in one of two camps when it comes to planning for retirement. If you’re being proactive, you’re addressing the coming
Chances are, you’re in one of two camps when it comes to planning for retirement. If you’re being proactive, you’re addressing the coming
Chances are, you’re in one of two camps when it comes to planning for retirement. If you’re being proactive, you’re addressing the coming
In the Mood A 2019 Gallup investor sentiment survey indicated that 52% of those surveyed said the performance of their investments affected their daily disposition,
Train Kept a Rollin’ The song “Train Kept A-Rollin,” which was first performed by jazz and blues artist Tiny Bradshaw in 1951 and further popularized
A.I. and the Magnificent Seven As we pass the midway point of 2023, we would like to share our perspectives on what occurred in the
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!
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