About the Helmer Team

The Helmer Team leverages a team-based approach to deliver comprehensive financial planning, crafted to your unique needs. Our mission is to simplify your financial life—to afford you the time you need to focus on what you love, without having to think about your money. With a deep commitment to service, we strive to delight our clients at every turn, through proactive planning and personalized attention. If you’re ready to discover how our holistic wealth planning can unlock your financial future, reach out today for a complimentary introductory meeting.

Newsroom

Pioneer Press: Student Loan Forgiveness: What’s Next?

Late last month, the Supreme Court in a 6-3 decision struck down the Biden administration’s plan to forgive up to $20,000 in federal student-loan debt for qualified borrowers. The majority of justices reasoned that the US Secretary of Education did not have the authority to offer widespread debt cancellation. The Biden Administration immediately vowed to move forward with loan forgiveness under separate legal authorities.

Bruce Helmer

7/21/2023

Newsroom

Pioneer Press: A Perspective on Achieving Purposeful Goals

As advisors, we spend a lot of time and effort helping clients set goals. That’s because goals are foundational to financial decisions around investments, asset allocation, and income planning. On one of our recent weekly radio shows on WCCO in Minneapolis (AM 830), we invited our long-standing friend Doug Lennick to discuss the connection between achieving purposeful goals in your life, and how they need to be tied to values.

Bruce Helmer

6/23/2023

Newsroom

Pioneer Press: How Should You Define Risk?

Published by the Pioneer Press, access original article here. We’re all bombarded daily with warnings about the risk of investing. Buying yesterday’s hot stock. Losing your money in crypto. Crazy Uncle Harry’s can’t miss, ground-floor opportunity.

Bruce Helmer

5/27/2023

Newsroom

Pioneer Press: 5 Things to Consider in Countdown to Retirement

According to a 2022 Gallup poll, the average age among retirees is now 61, up from 57 in the 1990s. The average expected retirement age among non-retirees is now 66, vs. 60 in 1995. There are a few reasons for this shift to later retirement dates. First, changes in Social Security payouts enacted in the 1980s are coming into play for today’s workers of retirement age — and they’re incentivizing people to stay employed longer to maximize monthly benefits post-retirement.

Bruce Helmer

4/28/2023

Newsroom

Pioneer Press: A Look Ahead at Q2

With the first three months of 2023 behind us, it’s a good time to take stock of your financial plan. In this article, we’re focusing on the items that can help you stick to a financial plan between now and June. April: Risk Management April is the cruelest month, and not just because the weather can be iffy, or your taxes are due on April 18. Turns out it’s also a good month to become more aware of the various types of risk around you.

Bruce Helmer

3/31/2023

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Helmer Team

About the Helmer Team

Advisory Team

Bruce Helmer

Nicole Evenski

Client Service Team

Elise Blake

Tammy Grochowski

In the news

WCCO Morning News: Bruce Helmer Featured in “Is one million dollars a fleeting number when it comes to retirement?”

CBS 4 Your Money: Don’t Listen to the Noise from Wall Street

CBS MoneyWatch: Difference Between an IRA and 401k

Resources from our team

Pioneer Press: Student Loan Forgiveness: What’s Next?

Pioneer Press: A Perspective on Achieving Purposeful Goals

Pioneer Press: How Should You Define Risk?

Pioneer Press: 5 Things to Consider in Countdown to Retirement

Pioneer Press: A Look Ahead at Q2

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