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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
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Calculating your potential Social Security benefit is a three-step process.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The federal government requires deceased individuals to file a final income tax return.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
When do you need a will? The answer is easy: Right Now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?