Just Getting Started?
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.
Are You a Business?
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
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There are things about Social Security that might surprise you.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Simple steps may help you foil hackers and protect your privacy.
Four vacation destinations you might never have thought of.
What can be learned from the savings rate?
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Around the country, attitudes about retirement are shifting.
You’ve made investments your whole life. Work with us to help make the most of them.
Here are five facts about Social Security that might surprise you.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
With alternative investments, it’s critical to sort through the complexity.