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Our knowledgeable team is committed to help you begin building your own retirement plan and journey. Now is the time!
We work with you to create customized, high-level strategies that address your needs leading into and through your retirement.
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We offer a unique suite of services for your company ranging wealth management to financial wellness and retirement coaching.
Repurposed: The Untold Story of Retirement in America
How would you react if you discovered you could retire years earlier than you had planned?
For most of us, that sounds like a pipe dream, but author and retirement planner Ben Taatjes had a client who could make it reality. The man entered his office with a few working years ahead of him and left with a two-week notice on his lips, but retirement didn’t deliver on the promises either of them believed it would.
In Repurposed: The Untold Story of Retirement in America, Taatjes pulls back the curtain on the reality that lies just over the crest of age sixty-five. Inside, Taatjes expertly untangles the web of misinformation and unmet expectations to shed light on the path to making retirement the most fulfilling years of your life by living a life “Repurposed”.Learn more
Endorsed Local Provider (ELP)
Taatjes Financial Group has been endorsed by Dave Ramsey since 2007. We consider Dave's principles on being debt-free, budgeting and saving essential to both personal finance and retirement. As Dave Ramsey's ONLY Endorsed Local Provider in the Willmar Area, Dave requires that Ben have the "heart of a teacher." We commit to educating our clients so they understand the decisions they are making.Learn more
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Around the country, attitudes about retirement are shifting.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Five phases to changing unhealthy behaviors.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
Smart investors take the time to separate emotion from fact.
When do you need a will? The answer is easy: Right Now.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Are you ready for retirement? Here are five words you should consider.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.