Craig Lundquist photo
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



Summer 2022

Start Early

When you’re just starting out in the workforce, you may be spending most of your paycheck on living expenses. So, finding extra money to contribute toward retirement might not be a priority.

Read more

Hire Your Children

One of the monetary benefits of having children is that you get to claim them as dependents when you file your income taxes. But business owners may be able to take advantage of another benefit: a tax deduction for putting your child to work.

Read more

Put Your Investing on Autopilot

Big swings in investment values may make headlines but trying to predict market volatility is usually not a recipe for success. In contrast, a slow and steady investing approach can help you use market fluctuations to your advantage as you invest for long-term financial goals. Dollar-cost averaging can play a part in this approach.

Read more

Legacy Planning

If you’re nearing retirement, you may have two major planning concerns. One is determining how much income you’ll need and where it will come from. The other is creating a tax-efficient plan for passing along your assets.

Read more

Trusts - Helpful Planning Tools

You may think you have to be very wealthy to include a trust in your estate plan. But even individuals with modest assets may find trusts to be useful for providing more control over how and when assets are distributed to beneficiaries.

Read more

Mortgages: One Size Doesn't Fit All

The state of the economy has a lot to do with interest rates, including the rate you’ll pay on a mortgage loan. But other factors go into the loan equation. Your credit score, the amount of your down payment, the kind of mortgage you’re applying for, and the term help determine your interest rate.

Read more

Retirement and Taxes

Not planning for taxes in retirement can be an expensive mistake. For example, you may not be in a lower tax bracket when you retire and some tax savings may disappear, including deductions for dependents, retirement plan contributions, and mortgage interest.

Read more


Enter your Name and Email address to get
the newsletter delivered to your inbox.

Please include name of person that directed you to my online newsletter so I can thank them personally.


Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

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:

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.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.