Home
About
How It Works
Blog
Contact
Client Login

The Hatlestad Group

Home
About
How It Works
Blog
Contact
Client Login
February 5, 2024
Aimee Hatlestad
5 Questions to Ask Yourself 5 Years Before ...

Is retirement on the horizon for you in the next five to ten years? It’s a goal that you’ve spent a lifetime working towards and with the finish line in sight, it's the perfect moment to fine-tune your plans to ensure your transition is as smooth as possible.

5 Questions to Ask Yourself 5 Years Before Retirement
November 6, 2023
Financial Planning
Aimee Hatlestad
Strategies for Making Sound Financial Decisions ...

Embracing a new job role? Learn the essentials of making strategic financial decisions during career transitions so your wallet keeps pace with your professional evolution.

Strategies for Making Sound Financial Decisions During Every Career Move
Aimee Hatlestad
June 9, 2025
Financial Wellness

Shred, Save, or Toss? How to Handle Your Financial Documents

Aimee Hatlestad
June 9, 2025
Financial Wellness
Shred, Save, or Toss? How to Handle Your Financial Documents

Not sure what to do with old financial documents? Some should be shredded, others stored securely, and a few can go straight to the trash. Learn how to declutter your paperwork the right way while keeping your personal information safe.

Aimee Hatlestad
June 2, 2025
Retirement Planning

401(k) Tune-Up: Steps to Optimize Your Retirement Savings

Aimee Hatlestad
June 2, 2025
Retirement Planning
401(k) Tune-Up: Steps to Optimize Your Retirement Savings

You set up your 401(k)… but is it actually working for you? Many people ignore their retirement accounts for years—don’t let that be you! See the simple steps to keep your 401(k) on track.

Aimee Hatlestad
May 12, 2025
Financial Wellness, Lifestyle

Financially Savvy Home Renovations: Plan, Budget, and Build

Aimee Hatlestad
May 12, 2025
Financial Wellness, Lifestyle
Financially Savvy Home Renovations: Plan, Budget, and Build

Buying a new home isn’t the only way to upgrade your space. Many homeowners are choosing to remodel instead of move—but is it the right choice for you? Learn key financial considerations before starting your next renovation.

Aimee Hatlestad
May 5, 2025
Financial Wellness

Leaving the U.S.? Your Medicare Coverage Might Not Be Coming With You

Aimee Hatlestad
May 5, 2025
Financial Wellness
Leaving the U.S.? Your Medicare Coverage Might Not Be Coming With You

Many retirees dream of traveling the world—but what happens if you need medical care abroad? Medicare doesn’t always cover international healthcare costs. Before you travel, make sure you understand your coverage and supplemental options.

Aimee Hatlestad
April 14, 2025
Financial Planning

Your Financial Plan Is a Journey, Not a Destination

Aimee Hatlestad
April 14, 2025
Financial Planning
Your Financial Plan Is a Journey, Not a Destination

A good financial plan grows with you. Life changes, markets fluctuate, and goals evolve. Here’s how to stay on track with a plan that keeps up.

Aimee Hatlestad
April 7, 2025
Financial Wellness

Is Your Insurance Keeping Up? How to Stay Covered Through Life’s Changes

Aimee Hatlestad
April 7, 2025
Financial Wellness
Is Your Insurance Keeping Up? How to Stay Covered Through Life’s Changes

Keeping your insurance updated ensures you’re ready for life’s surprises. This article explores why regular policy reviews matter and the key steps to keeping your coverage aligned with your needs.

Aimee Hatlestad
March 10, 2025
Financial Wellness

Spring Clean Your Finances: 5 Easy Steps to Get Organized

Aimee Hatlestad
March 10, 2025
Financial Wellness
Spring Clean Your Finances: 5 Easy Steps to Get Organized

Spring cleaning isn’t just about your closet. This season, take the opportunity to reset your financial life, align your goals, and create a more organized path forward. A little effort now can set you up for success.

Aimee Hatlestad
March 3, 2025
Financial Wellness

Why Reviewing Your Social Security Statement Matters and How to Get Started

Aimee Hatlestad
March 3, 2025
Financial Wellness
Why Reviewing Your Social Security Statement Matters and How to Get Started

Social Security plays a vital role in retirement, and your statement is the roadmap. Use it to plan smarter, verify earnings, and protect your financial future.

Aimee Hatlestad
February 10, 2025
Financial Wellness

Streamline Your Digital Life: Smart Strategies for Managing Subscriptions

Aimee Hatlestad
February 10, 2025
Financial Wellness
Streamline Your Digital Life: Smart Strategies for Managing Subscriptions

How much are your subscriptions really costing you? You might be surprised to learn the answer. Discover simple ways to regain control of your digital life and your wallet.

Aimee Hatlestad
February 3, 2025
Estate Planning

Checklist for Estate Planning: Review Estate Planning Documents

Aimee Hatlestad
February 3, 2025
Estate Planning
Checklist for Estate Planning: Review Estate Planning Documents

Are you prepared for the future? Ensuring your estate plan reflects your current circumstances is crucial. Learn how regular reviews can prevent potential legal hassles and make sure your wishes are respected, no matter what life throws your way.

Aimee Hatlestad
January 13, 2025
Financial Wellness

How Couples Can Benefit from Regular Money Dates

Aimee Hatlestad
January 13, 2025
Financial Wellness
How Couples Can Benefit from Regular Money Dates

Ready to turn your financial stresses into a joint success story? Schedule a money date to navigate your finances as a team. Check out our guide on setting the right tone for a fruitful financial future together.

Aimee Hatlestad
January 7, 2025
Financial Wellness

Self-Attribution: The Hidden Influencer in Personal Finance

Aimee Hatlestad
January 7, 2025
Financial Wellness
Self-Attribution: The Hidden Influencer in Personal Finance

Self-attribution often leads us to overestimate our control over financial outcomes, which can be risky. Our latest article breaks down this complex bias and offers strategies to avoid its pitfalls. If you're interested in making smarter financial choices, this article is for you.

Aimee Hatlestad
January 6, 2025
Retirement Planning

4 Essential Questions to Answer Before You Reach Retirement

Aimee Hatlestad
January 6, 2025
Retirement Planning
4 Essential Questions to Answer Before You Reach Retirement

Retirement is a significant life event that requires thoughtful preparation. Our article addresses four key questions and helps you pursue a solid foundation for your future.

Aimee Hatlestad
December 9, 2024
Financial Wellness

From Budgeting to Credit Monitoring: Essential Apps for Financial Wellness

Aimee Hatlestad
December 9, 2024
Financial Wellness
From Budgeting to Credit Monitoring: Essential Apps for Financial Wellness

Boost your financial literacy and health with apps tailored to track spending, save for goals, and monitor your credit score. Learn how leveraging these tools can make managing your finances easier and help you make smarter money decisions.

Aimee Hatlestad
December 3, 2024
Financial Wellness

Stay Organized in Retirement with This Month-by-Month Financial Checklist

Aimee Hatlestad
December 3, 2024
Financial Wellness
Stay Organized in Retirement with This Month-by-Month Financial Checklist

Embrace your retirement with confidence! Our guide provides a month-by-month checklist to help you manage your finances so you can enjoy every moment of your retirement years without worry.

Aimee Hatlestad
November 11, 2024
Financial Planning

Turn Your Holiday Bonus Into a Gift That Keeps on Giving

Aimee Hatlestad
November 11, 2024
Financial Planning
Turn Your Holiday Bonus Into a Gift That Keeps on Giving

As the holidays approach, many look forward to receiving a year-end bonus, but there’s more to it than just extra cash for gifts. Learn how to strike the perfect balance between having fun now and securing your finances for later.

Aimee Hatlestad
November 4, 2024
Financial Planning

Donor-Advised Funds: A Smart Way to Manage Your Charitable Giving

Aimee Hatlestad
November 4, 2024
Financial Planning
Donor-Advised Funds: A Smart Way to Manage Your Charitable Giving

Are you making the most of your charitable contributions? Donor-advised funds (DAFs) could be the answer, offering significant tax benefits and the flexibility to support various causes over time.

Aimee Hatlestad
October 14, 2024
Retirement Planning

Making the Most of Required Minimum Distributions (RMDs) in Your Retirement Strategy

Aimee Hatlestad
October 14, 2024
Retirement Planning
Making the Most of Required Minimum Distributions (RMDs) in Your Retirement Strategy

Required Minimum Distributions (RMDs) play a crucial role in your retirement strategy, affecting everything from taxes to income flow. Understanding how to manage these mandatory withdrawals effectively can save you from hefty penalties and optimize your financial well-being.

Aimee Hatlestad
October 7, 2024
Retirement Planning

6 Things You'll Spend Less on in Retirement

Aimee Hatlestad
October 7, 2024
Retirement Planning
6 Things You'll Spend Less on in Retirement

How will your spending change in retirement? Explore key areas where costs typically decrease, from work-related expenses to downsizing your home, and learn how to manage your newfound financial flexibility wisely.

Aimee Hatlestad
September 16, 2024
Financial Wellness

How an Annual Credit Report Review Can Bolster Your Financial Health

Aimee Hatlestad
September 16, 2024
Financial Wellness
How an Annual Credit Report Review Can Bolster Your Financial Health

Regularly reviewing your credit report is crucial for maintaining financial health. It provides insight into your financial behaviors and can help you spot fraud early. Keeping an eye on your credit helps ensure you’re ready for life’s big decisions.

Older Posts
Back to Top
The Hatlestad Group, 5201 Eden Avenue, Edina, MN, 55436, United States763-259-3637aimee@thehatlestadgroup.com

Newsletter Sign Up

Have our insights delivered straight to your inbox.

Thank you!

© The Hatlestad Group
5201 Eden Avenue, Suite 300, Edina, MN 55436 | Office: (763) 259-3637 | Email: info@thehatlestadgroup.com

Privacy Policy | Terms of Use | ADV

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Hatlestad Enterprises, LLC, dba The Hatlestad Group is a Minnesota State registered investment advisor. The Hatlestad Group may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Neither The Hatlestad Group nor its advisors provide legal or tax advice.