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Built With Your Financial Objectives in Mind

We are all on a journey through life, carefully planning and working hard to create a legacy and future we can be proud of. You have spent years saving and dreaming of reaping the rewards of a life well spent.

The road of life comes with challenges and critical decisions that can impact your retirement goals. How much savings is enough to retire on? Will I have enough income to last my lifetime? What about the effects of Social Security and health care costs during retirement?

At Hermsen Wealth Management, our team has the answers. Let us show you how to navigate the future to make sure you stay on the right path.

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Helpful Content

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Jane Bond: Decoding Diversification

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

 

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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