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LPL Financial logo

Craig Lundquist, MBA, ChFC®, CRPC®

Wealth Management Advisor

 

LPL Financial

Located at Ideal Credit Union

8499 Tamarack Rd., Woodbury, MN 55125

 

Phone:  651-773-2757

 

Email: craig.lundquist@lpl.com

Fall 2021

Benefits: Don't Just Renew

Open enrollment gives you the opportunity to review the benefits your employer will offer in the coming year. Review all your options and make selections based on your family’s current needs.

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Charitable Giving at Year's End

Supporting a cause that’s important to you may be high on your year-end to-do list. So before the ball drops take time to identify charities that you want to receive your donations.

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Your Year-end Business Plan

If you own a small business, reducing your 2021 tax bill and planning for a successful new year should be on your radar this time of year.

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Ladder Annuities for Steady Income

Are you seekiing an investment that provides guaranteed income in retirement? You might want to consider an immediate annuity.*

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Millennials: Shore Up Your Finances

Millennials tend to fall behind their parents’ generation when it comes to accumulating wealth. The Great Recession, student-loan debt and wariness about investing in stocks are some of the reasons. The good news is that millennials still have time to play catch up. Here are some moves that can help millennials get their finances to a better place.

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Know the Rules

Understanding the rules that govern required minimum distributions (RMDs) will help you avoid costly mistakes.

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Surprise - It's Taxable!

It’s almost that time of year when you and the IRS have to settle up what you owe — or what the government owes you.

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Do This, Too

Beneficiary designations name the person(s) who will inherit the proceeds of your retirement accounts and life insurance policies.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. The credit union and its affiliates are not registered as a broker-dealer or investment advisor. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, the credit union. Securities and insurance offered through LPL or its affiliates are:

Disclosure
Ideal Credit Union and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

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