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Retirement Planning

3 Key Differences Between Life Insurance and Roth IRAs

Life insurance and Roth IRAs are both effective tools for wealth transfer, allowing you to efficiently transfer of assets from one generation to the next tax-free. However, their similarities largely end there.  Despite their general resemblance, the rules that apply to life insurance don’t always apply to Roth IRAs. In fact, this is

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Market Forecast

Playing The Waiting Game

When it comes to decisions about the market, many people are currently playing the waiting game. Waiting for a recession to start, waiting for the Fed to start lowering interest rates, waiting for the election to be over. As with anything in life, those whose attention is consumed by waiting on future events

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Cup of Joe

Freedom Isn’t Free

The freedoms we enjoy in this great country are deeply important to me and to all of us at Secured Retirement. As a proud veteran of the US Marine Corps, I carry with me the honor and responsibility of those formative years. I am grateful to be among the generations who have served

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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!