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
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here are 5 reason why you may consider working through retirement.
Understanding how capital gains are taxed may help you refine your investment strategies.
There are things about Social Security that might surprise you.
This worksheet can help you estimate the costs of a four-year college program.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The recent market drop is an important reminder of why it's important to take a long-term view.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.
A special needs trust helps care for a special needs child when you’re gone.
With alternative investments, it’s critical to sort through the complexity.
$1 million in a diversified portfolio could help finance part of your retirement.
When markets shift, experienced investors stick to their strategy.