We’ve Moved! 6121 Excelsior Blvd. St. Louis Park, MN 55416

Think of retirement planning as akin to replacing an old trusty vehicle, only in this case, you’ve been driving the current one for 30 years.

Your financial plan has served you well and helped you save for retirement. From the days of your education, through early jobs, throughout the span of your eventual career you’ve been careful with your money.

When you were working, you were invested in an “accumulation phase”. You were able to work hard and afford the expenses of raising a family, building equity in your home, while setting aside savings in your 401(k) , IRA’, annuities and more. In the back of your mind, Social Security was always a future reliable source of income.

Retirement can sneak up on you. Changes from accumulation to the distribution phase of life, could be wearing thin on your current financial vehicle. Retirement plans often need a tune-up, an overhaul or replacement to establish traction for the next 30 years.

With important, recent changes to Social Security, now more than ever is a good time to assess your overall financial plan.

To learn more about how the new Social Security rules will impact your retirement, or for a complimentary 3- Step Review on retirement planning call us at 952-460-3260.

Click here to hear this week’s show

Click to edit your new post…

Share This Article

Get the latest retirement news today!

Subscribe Now

  • This field is for validation purposes and should be left unchanged.

Pick your topic or keywords

Similar Posts

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

Read More »

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!