Martinusen and Associates

As the oldest millennials turn 40 this year, what is the reality of their financial situation?

Optimism is high. Ameriprise Chief Market Strategist David Joy summarizes earnings, revenue, yields, Fed accommodation and infrastructure proposal.

When you retire, you may spend more than you plan for due to added lifestyle expenses and inflation. Let’s connect and make sure you’re prepared.

A disability or illness could require you to retire earlier than planned. Together, we can build a plan that protects your assets even if the unexpected happens.

How do you plan to commemorate Earth Day this year?

It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.

While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.

Get the personalized advice you need to envision and build a confident financial future.

Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.

Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits.

Happy New Year! So long, 2020.

While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.

What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.

Best wishes for a peaceful holiday season.

Give a gift that can make a difference long into the life of a child a head start on growing their finances.