The Rate Cuts and The Economic Future The Federal Reserve finally did it—they cut interest rates for the first time in four years. Before their meeting, it was widely expected that a cut was coming, but there remained some mystery as to the cut’s size. While only a quarter-point cut was anticipated, they
Fall’s cool air is winding its way through our cities, the leaves are starting to change, and Halloween is already approaching. Come the 31st, you’ll find my wife and I bundled up, handing out candy to the trick-or-treaters of the neighborhood. I always like to see which character is the most popular costume
Have you ever had a disagreement with your spouse about money? Surely not! Never! Right? Alright, come clean; it is one of the top issues couples argue about after all. Whether you bicker about spending or have larger discussions about investments, getting on the same page about finances is, of course, a good
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!
