Retirement: Making Your Money Last
What Happens After the Paycheck Stops? A Retirement Income Primer for individuals considering retirement or recently retired investors. > Have you retired recently? Are you planning to retire soon? This presentation discusses ideas to help build a reasonable and sustainable strategy for managing income and expenses during retirement. We’ll explore how to address key concerns such as inflation, health care expenses and market volatility as well as ways to prepare in advance for things that may not go as expected. We’ll examine how to budget for retirement expenses and your potential sources of retirement income. We’ll also identify risks to your retirement income and ways to address them. Min. 4/Max. 12
I am a second-generation Edward Jones financial advisor. Growing up in North Dakota, I helped my dad with little tasks at his office and always knew I would follow in his footsteps. I attended the University of Minnesota and graduated with a degree in economics and minor in business management. I have 15 years of experience in the financial industry and five of those years have been with Edward Jones. In 2016, I obtained an AAMS® professional designation.
I am honored to work as an Edward Jones financial advisor. I believe it's important to invest my time to understand what you're working toward before you invest your money. My goal is to help you develop a savings and investment strategy geared toward your unique, long-term goals.
We use an established process to build personalized strategies to help you reach your goals. Whether you need to plan for retirement, reduce taxes, prepare for the unexpected or save for a child's college education, I can help. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
My husband, Joe, and I live near Hastings with our two children, Sam and Evelyn. Traveling, biking, swimming and spending time outdoors are just a few of our favorite activities.
As an active member of the community, I have been on the Hastings YMCA community board for four years. I also serve as a community ambassador for the Hastings Chamber of Commerce. In the spirit of giving back, I teach community education classes on topics such as Social Security and health care in retirement.
At our office, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. We will partner together throughout your life to keep you on track.
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