Time To Plan For Long Term Care?

As we take a look forward into a new year, Assured Retirement Group hopes to start more conversations about Long Term Care. Millions of people in the U.S. are unable to care for themselves and need long-term care services. These people need assistance in performing...

How to File a Tax Extension

Many people fail to file their tax returns before April 15th due to the time and effort they have to spend doing the task. This is one of the primary reasons why people file for a tax extension. How to file a tax extension When filing a tax extension, understand there...

New Year. New Financial You!

No matter how old you are, it is important that you understand how to manage your finances and help grow your wealth. If you haven’t officially retired and think that you want to stop working in the near future, it is critical that you make decisions that help you...

One Month From Today: Trump Takes Office

Today, we are one month from President-Elect Donald Trump taking office so Assured Retirement Group is taking a look at where we could be as Donald Trump is sworn in. Since he has no political track record, President-elect Donald Trump is causing uncertainty in...

What is an Annuity in the United States?

In the United States, an annuity contract is a an investment product that is relatively-low risk and contractually executed whereby the insured, who is usually an individual, pays a life insurance firm a lump-sum premium at the beginning of the contract. These types...

Minnesota Taxes Explained

Minnesota has primarily 4 state income rates. These include: 5.35% 7.05% 7.85% 9.85% Personal income tax The state of Minnesota carries out its tax collection process using four tax brackets: 1. Single taxpayer 5.35% (on the first $25,070 of taxable income) 7.05% (on...

Minnesota State Struggling with Financial Distress

The Minnesota Colleges and Universities system (MNSCU) is made up of 37 colleges and universities. These include: 30 two-year old colleges 7 state universities 54 campuses spread over 47 communities in the state The Minnesota Colleges and Universities system is the...

An Overview of the Minneapolis Economy

After Chicago, the Minneapolis–Saint Paul area has the largest economic center in the Midwest. Its economy is largely dependent on commerce, finance, the healthcare industry, rail facilities, and trucking services. The other minor components are advanced technology,...

Don’t miss the deadline for a Roth Conversion

2017 is approaching quickly, have you thought about your retirement accounts? For thousands of Minnesotans that invest in a 401k, IRA, or pre-tax account, a year end deadline is looming and often can be confusing. If you are considering a Roth conversion, do not...

The Wealth Management Process

Wealth planning and management is the process of carefully looking into your overall financial situation, taking into account your future plans, goals, income, debt, and more. Financial advice plays a role in defining success, particularly with challenging financial...

4 Essential Wealth Management Tips

Do you want to own a beautiful home one day, or even a luxury yacht upon your retirement? The key to financial stability is to implement simple wealth management practices early on in life. Learn how to curb spending and identify potential excesses in order to save...

Assured Retirement Featured on Investopedia!

Vincent Oldre, president of Assured Retirement Group, Inc., was recently featured in an article on Investopedia.com, a world-renowned US website that offers investment tips and financial information. The article, written by Amy Fontinelle, describes strategies for...

Understanding Cash Flow and Budgeting

Cash flow is all about how you manage your money. Every month, you earn income and you have expenses. Budgeting helps you manage your cash flow so that your income remains higher than your expenses. Planning for both your imminent expenses and your retirement will...

The Top 9 Banks in the Twin Cities

Below we have listed the highest rated banks in the Minneapolis – St. Paul region (based on Yelp). Does your bank rank in the top 9? Affinity Plus Federal Credit Union Address: 2520 University Ave SE Minneapolis, MN 55414 Phone: (651) 291-3700 Description: Affinity...

Tips for Managing Financial Risk

When it comes to financial investments, it is recommended that you proceed with caution. However, there are some exceptions to this guideline. By investing a larger sum of money on high-risk options, you do increase the chance to reap a high return. However, you can...

MnSCU Faces Financial Challenges

A decrease in state funding for the Minnesota State Colleges and Universities System (MnSCU) has placed this higher education system under a significant threat, Minnesota Public Radio News reports. Every year, the MnSCU system educates around 400,000 students across...

Financial Tips for Young Millennials

We have all heard the phrase, “Time is money,” but how many of us actually consider the value of money in our 20s? Managing your finances on your own can be a stressful challenge, especially at such a young age. However, your 20s do afford you the...

Tips for Making the Most of Your Salary

Not every salary can cover all monthly expenses. A promotion to a specific position may provide you with a better title and more opportunity for advancement, but it could cost you your overtime pay. You may have valuable benefits like health insurance or paid sick...

Lowest Gas Prices on Memorial Day Since 2005

Gasoline prices may be reaching their highest price of the year, but they will also at an 11-year low this Memorial Day weekend. With summer driving season officially beginning, Tom Kloza, global head of energy analysis at Oil Price Information Service, expects...

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