Smart Wealth Blog

If you’ve been searching for the pros and cons of retiring in Minnesota, chances are you’re trying to figure out if the Land of 10,000 Lakes is truly the right place for your next chapter.

Planning for retirement is about more than just saving money. It's also about understanding how taxes will affect your future income. If you're searching for information on Minnesota retirement taxes, you're likely wondering how Social Security, pensions, 401(k) withdrawals, and even property or estate taxes could impact your financial security.

Who to work with for your retirement planning is one of the most important financial decisions you’ll ever have to make. 

When planning for retirement, ignoring inflation can jeopardize your ability to maintain your desired lifestyle.

Finding the right financial advisor begins with defining your needs.

While it’s possible to plan for retirement on your own, working with professionals can help you get the most out of your retirement planning

To find an advisor that will help you prepare for retirement, start by assessing your goals and financial situation. 

Planning for retirement is like preparing for a big trip. Having a solid retirement plan means knowing where you're going and how you're go

One of my favorite things to say in a client meeting is: Did you know that you’re now "work optional"?