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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

Winter 2021

Your Retirement Countdown

You’ve saved for this day since you started working. Now, your retirement is around the corner. If you expect to leave the workforce in the next five years or so, planning will make for a smooth transition.

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Manage Risk

Having adequate insurance coverage to protect yourself and your family from financial loss should be part of a comprehensive financial plan. Five types of insurance that everyone should consider are described below.

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Natural Disasters: Are You Covered?

Homes and businesses located in high-risk flood areas with mortgages from government-backed lenders are required to have flood insurance, which is available through the federal government and private insurers. The National Flood Insurance Program (NFIP) provides coverage for dwellings and their contents to people living in one of 23,000 participating NFIP communities.

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Why Use an Irrevocable Life Insurance Trust?

All life insurance policy proceeds are paid income-tax free and can provide immediate cash to pay final expenses and income for survivors. So why would you consider an irrevocable life insurance trust (ILIT)?

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When Spouses Are Co-owners

Spouses who own a business together know the challenges of mixing their personal and professional lives. But what happens if the time comes when one partner wants something different? Here are a few options to consider when divorce, the desire to pursue a different occupation, or loss of interest in the business affects your business partnership.

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One Piece of the Puzzle

Do you know where your retirement income will come from? If you’re like a lot of people, it won’t come from just one source. Your retirement plan, pensions, other savings, a job during retirement and Social Security all may be potential sources of income. It’s typically a good idea not to rely on a single source — especially Social Security — to provide the bulk of your retirement income.

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Invest with Taxes in Mind

While taxes alone should never drive your investment decisions, minimizing their impact is worthwhile.

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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:

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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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