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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



Spring 2022

Gen X: Do Your Finances Need Attention?

The global pandemic, job instability and the fluctuations of the market have left many Gen Xers fearful for their financial future. Despite nearing their peak earning years, significant numbers of Gen Xers are falling behind when it comes to saving for retirement.

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It's Never Too Early

Hey, millennials, you still have time to save for retirement. Start by establishing good money habits that will help you throughout your lifetime. These ideas may help.

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Giving to Charity with a Donor-Advised Fund

A donor-advised fund (DAF) is a charitable investment account established to manage charitable contributions from many different donors. When you contribute to a DAF, you generally can choose the charities you want to support and the time frame for distributing the assets.

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ESG Investing: Making a Difference

Environmental, social and governance (ESG) investing is a strategy that considers a company’s policies and actions and how well they serve workers, communities, customers, shareholders and the environment.

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The Power of Compounding

Simply put, compounding is potential earnings on your interest or gains over time. This chart clearly demonstrates that when you start saving outweighs how much you save.

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Balance Saving for College and Retirement

When it comes to choosing between saving for a child’s college education or saving for retirement, which one should be the priority? The usual recommendation is to put aside money for retirement first. Here are several things to consider.

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You Have More Than One FICO® Score

Your FICO® score is based on the information in your credit report and shows lenders how likely you are to repay a loan. Some industries have refined the base FICO score to reflect the type of credit the borrower is seeking.

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