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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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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
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Here are some simple and inexpensive energy-saving tips that may help you save money.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Beware of these traps that could upend your retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The decision whether to buy or rent a home may have long-term implications.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.