Financial advisors in
Eden Prairie, MN

Whether you retired on New Year’s Day or are retiring next week, the first summer as a retiree is an exciting time. Your days of sitting at work, daydreaming about spending the afternoon in the sun and the warm weather are through. But this first summer of retirement isn’t always as perfect as it might sound. To help you navigate the first dog days away from work, we put together this short list of things to do to get your retirement started on the right foot.

Fallen behind on your retirement planning? Learn three smart steps to regain control—organize your documents, revisit your budget, and rebalance your portfolio to stay on track for your goals.

Worried about how the election might impact your finances? Learn why staying calm, focusing on long-term goals, and working with a financial advisor is the best strategy—no matter who wins.

What do NCAA brackets and investing have in common? Learn how to avoid common financial missteps by understanding the difference between bad luck and bad choices.

Flying solo into retirement? Discover key financial strategies for single individuals, from emergency savings and Social Security planning to long-term care and retirement account tips. Learn how to secure your future—on your own terms.