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8000 W 78th St
Suite 415
Edina, MN 55439

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Waterfront Financial Group

(952) 236-1755

 
The Cycle of Investing Events on Wall Street Perception vs. Reality

Our goal is to help you protect what matters most to you – the lifestyle you enjoy today and anticipate for tomorrow, the ongoing strength of your business, where and how you will live in retirement, and the legacy you will leave.  We believe that protecting your wealth and your lifestyle requires careful, clear and confident we work toward ensuring the wealth you have accumulated supports the lifestyle you desire now and throughout your retirement.

 

Helpful Content

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

 

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

How Stocks Work

Understanding how a stock works is key to understanding your investments.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Principles of Preserving Wealth

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

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

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Surprises

Making the most of surprises is a great reason to work with us.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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