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The Hatlestad Group

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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
February 20, 2023
Financial Planning

A Windfall of Opportunities: How to Make Smart Choices with Sudden Money

Aimee Hatlestad
February 20, 2023
Financial Planning
A Windfall of Opportunities: How to Make Smart Choices with Sudden Money

Receiving a financial windfall, whether it's a surprise inheritance, a lottery win, or a legal settlement, can be both exciting and overwhelming. It's natural to feel a rush of emotion and to want to spend the money right away, but it's important to take a step back and think about how to be smart with your windfall.

Aimee Hatlestad
February 6, 2023
Retirement Planning

Opportunity Costs of Early and Late Retirement

Aimee Hatlestad
February 6, 2023
Retirement Planning
Opportunity Costs of Early and Late Retirement

To many, retiring early may seem like a dream come true, but it can come with its own set of challenges and drawbacks. On the other hand, retiring late also has its own unique pros and cons.

Aimee Hatlestad
January 16, 2023
Financial Planning, Estate Planning

Financial Planning in the Face of a Terminal Illness

Aimee Hatlestad
January 16, 2023
Financial Planning, Estate Planning
Financial Planning in the Face of a Terminal Illness

The job of financial planning is to help prepare your finances for the challenges and opportunities that lie ahead, even if one of those challenges is a terminal illness. Here’s guidance on steps you can take to get your affairs in order should you face that diagnosis.

Aimee Hatlestad
January 3, 2023
Retirement Planning

How to Know if It's Time to Downsize Your Home

Aimee Hatlestad
January 3, 2023
Retirement Planning
How to Know if It's Time to Downsize Your Home

The decision of whether or not to downsize their house is one that many retirees and pre-retirees face. And while you may be emotionally attached to the home where you raised your family, there are many benefits that downsizing can offer.

Aimee Hatlestad
January 2, 2023
Lifestyle

Embracing Uncertainty

Aimee Hatlestad
January 2, 2023
Lifestyle
Embracing Uncertainty

Are you so certain you know what lies ahead that you’re missing out on opportunities for growth, friendships, and positive change? Here’s how embracing uncertainty can create new possibilities in your life.

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

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

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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.