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

Independence Day, also called Fourth of July, is the annual celebration of nationhood. The day commemorates the passage of the Declaration of Independence by the Continental Congress on July 4, 1776. As we are blessed to celebrate Independence Day at Secured Retirement, we take a moment to pause on what the holiday and this country means to our families and clients.  

Congress has and will continue to make decisions that impact most families in their economical livelihood near and at retirement. Our team keeps a close watch on Congressional decisions to plan morally, legally, and ethically the role taxes will play in retirement. The Fourth of July is also a mid-year time to review and adjust retirement strategies based on current and foreseeable legislation changes and learnings shared this spring by former U.S. Comptroller David Walker’s presentation.  

With uncertainties to the impact of rising inflation and market volatility we will be hosting additional webinars with guest speakers from Secured Retirement and our partner network. These focused topics are geared toward better understanding strategies to implement what you can control. We hope you will join us and refer Secured Retirement to those that may be seeking retirement planning.  

May we also suggest other great Fourth of July moments filled with recipes from our Secured Retirement cookbook including Never Fail Pie Crust & Apple Pie and Raspberry Fudge Ribbon Pie on page 55 among the favorite recipes by our clients.  We wish you an amazing summer, hopefully enjoying the freedoms our great country brings.  

Have a great week!

Nathan Zeller, CFA, CFP®

Chief Investment Strategist
Secured Retirement

Please contact us if you would like to review your individual financial plan or learn how the TaxSmart™ Retirement Program can help you.   

Office phone # 952-460-3260

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

Getting to the Truth: How Strong is Social Security Anyway?

The number one news headline grab this month isn't the Kardashians or Donald Trump. Nor is it Spieth's distressing loss at the Open Championship by…

Continue Reading
Secured Retirement Radio: Probability Investing vs. Safety First

Blog post written by Dale Decker We all have different tolerances for risk. Some people prefer to go big and climb Mount Everest. Others are perfectly…

Continue Reading
Cary Grant’s Retirement Income Checklist

“You never miss the water until the well runs dry.” His Girl Friday (1940) – Walter Burns (Cary Grant) In the 1940’s movie His Girl…

Continue Reading

Danielle Christensen


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!