Financial Planners Anoka MN

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Theodore Erhart, CFP®
7533 Sunwood Dr NW Ste 208
Ramsey, MN
Firm
Trott Brook Financial

Data Provided by:
Mr. Gordon S. Weber, CFP®
(763) 682-0011
1200 Highway 25 N
Buffalo, MN
Firm
RIVERSTONE FINANCIAL GROUP

Data Provided by:
Kerry J. Schmitz, CFP®
(763) 682-4014
103 Marty Dr Ste 101
Buffalo, MN
Firm
Dougherty & Associates Financial Advisors, Inc.

Data Provided by:
Mr. Douglas James Prahl, CFP®
(763) 295-1822
PO Box 1519
Monticello, MN
Firm
Edward Jones Investments
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning

Data Provided by:
Mr. Kenneth J. Basten, CFP®
113 Locust St
Monticello, MN
Firm
Ameriprise Financial

Data Provided by:
Mr. James Warren Steffen, CFP®
(763) 213-1000
7533 Sunwood Dr NW Ste 208
Ramsey, MN
Firm
Trott Brook Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning

Data Provided by:
Ms. Hiedi R. Hendrickson, CFP®
(763) 682-0011
1200 N Hwy 25 Ste 100
Buffalo, MN
Firm
Riverstone Financial Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Healthcare Planning, Insurance Planning, Investment Planning

Data Provided by:
Mr. Daniel M. Wickman, CFP®
(763) 295-3275
PO Box 175
Monticello, MN
Firm
Ameriprise Financial Services
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Brandon L. Hanson, CFP®
(763) 271-0400
1125 Cedar St Ste 117
Monticello, MN
Firm
Thrivent Financial for Lutherans
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided by:
Mr. Michael J. Gagnon, CFP®
(763) 271-7526
501 State Highway 25
Monticello, MN
Firm
Ameriprise Financial
Areas of Specialization
Insurance Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Wealth Management

Data Provided by:
Data Provided by:

Number Crunch

Surviving a Stre$$ful Economy

By Lisa James and Allan Richter

March 2009

Our country is facing the kind of economic crisis we haven't seen since
the Great Depression, and you're probably worried about your financial security.
Learn how to protect yourself against the psychological and physical fallout.

First the housing market imploded, then the banks stumbled, then sales of cars and other durable goods fell with an ominous thud. As a result layoffs have ravaged some of the country's biggest corporate icons: 10,000 jobs lost at Boeing, 10,000 at GM, 7,200 at Caterpillar, 6,700 at Starbucks.

The federal government counted nearly 4.8 million Americans receiving unemployment benefits at the end of January, with no end in sight.

You can find the victims of an economy in free fall everywhere. Emily, 56, and Marie, 47, were both among 50 people laid off in December from the IT department of a New York electronics firm. Even as they seek career counseling at a suburban New York State Labor Department office, Emily and Marie (who asked that their last names not be used) both fear that they are overqualified in whatever is left of today's job market. As Emily puts it, "Age is against us. Our experience is against us. We understand we have to take cuts in salary." Marie adds, "We're re-learning how to interview."

The Health Toll of a
Bad Economy

55%
People age 45 and older who are concerned about being able to afford healthcare

22%
Those who have delayed seeing a practitioner

16%
Those who have cut back on preventive care

Comparisons have been drawn between the current crisis and the Great Depression - and with good reason. "We haven't seen anything of this magnitude for 70 years," says Barry Shore, PhD, professor of decision sciences at Whittemore School of Business and Economics, University of New Hampshire.

Some people are drowning in economically driven fear. One of them was Ervin Lupoe of Wilmington, California; both he and his wife, Ana, had lost their jobs at Kaiser Permanente West Los Angeles Medical Center. Police say that on the night of January 27 Lupoe shot his wife and five children before killing himself the next morning. Between the mortgage company and the IRS the Lupoes owed $17,500, with thousands more on a home equity credit line.

Such tragic stories may be rare but the effects of economic stress are not. In a 2007 survey by the American Psychological Association (APA), 74% of Ameri­cans rated work as a "significant source" of stress, with money right behind at 73%. This was before the current crisis started; it would be hard to imagine that those figures are any lower now.

Long Shadows

As grim as they are, unemployment numbers tell only part of the story. According to a survey by the American Association of Retired Persons (AARP), nearly 60% of all Americans 45 and older have lost money on their investments, including their 401(k)s, and o...

Click here to read the rest of this article from Energy Times

Local Events

UST Executive Conference on the Future of Health Care
Dates: 11/5/2020 – 11/5/2020
Location:
University of St.Thomas Saint Paul
View Details

UST Executive Conference on the Future of Health Care
Dates: 11/5/2020 – 11/5/2020
Location:
University of St.Thomas Saint Paul
View Details