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The Hatlestad Group

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Blog
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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
May 20, 2024
Financial Wellness

Mastering the Basics of Money Management

Aimee Hatlestad
May 20, 2024
Financial Wellness
Mastering the Basics of Money Management

Elevate your financial well-being by mastering money management basics! From creating a budget to managing credit and saving for emergencies, discover how taking control of your finances can lead to confidence and future prosperity.

Aimee Hatlestad
May 6, 2024
Retirement Planning

How to Prepare for Growing Healthcare Costs in Retirement

Aimee Hatlestad
May 6, 2024
Retirement Planning
How to Prepare for Growing Healthcare Costs in Retirement

Do the looming healthcare costs in retirement keep you up at night? Learn how proactive and thoughtful planning can help you manage expenses and retire with confidence.

Aimee Hatlestad
April 22, 2024
Financial Wellness

Navigating Tax Season Scams: How to Protect Yourself from Fraud

Aimee Hatlestad
April 22, 2024
Financial Wellness
Navigating Tax Season Scams: How to Protect Yourself from Fraud

Falling prey to tax scams can happen to anyone, but you can minimize the risk with the right precautions. Learn about the common tactics scammers use and the steps to protect yourself.

Aimee Hatlestad
April 8, 2024
Financial Wellness

Unlocking Your Home’s Potential: Benefits and Risks of Home Equity Lines of Credit (HELOCs)

Aimee Hatlestad
April 8, 2024
Financial Wellness
Unlocking Your Home’s Potential: Benefits and Risks of Home Equity Lines of Credit (HELOCs)

A HELOC can be a useful option thanks to its easy access and flexibility, from funding renovations to consolidating debt. But before you borrow against your home, consider the pros and cons.

Aimee Hatlestad
March 18, 2024
Financial Wellness

How to Wrap Up Your Taxes With Confidence and Prepare for Next Year

Aimee Hatlestad
March 18, 2024
Financial Wellness
How to Wrap Up Your Taxes With Confidence and Prepare for Next Year

Sick of the annual tax scramble? Discover how to simplify tax time and eliminate the frustration of disorganization.

Aimee Hatlestad
March 4, 2024
Financial Planning

How to Raise Financially Savvy Kids: Budgeting, Saving & Money Talks

Aimee Hatlestad
March 4, 2024
Financial Planning
How to Raise Financially Savvy Kids: Budgeting, Saving & Money Talks

Financial competence starts with small steps. Learn how to teach your kids money lessons that will stick for life

Aimee Hatlestad
February 12, 2024
Financial Planning

Is Dollar Cost Averaging Right for You?

Aimee Hatlestad
February 12, 2024
Financial Planning
Is Dollar Cost Averaging Right for You?

Dollar cost averaging is a straightforward, methodical investment strategy that can help reduce investing anxiety and ease the complexities of trying to time the market.

Aimee Hatlestad
February 5, 2024

5 Questions to Ask Yourself 5 Years Before Retirement

Aimee Hatlestad
February 5, 2024
5 Questions to Ask Yourself 5 Years Before Retirement

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.

Aimee Hatlestad
January 22, 2024
Financial Planning

Creating a Shared Financial Vision: Having the Money Talk with Your Partner

Aimee Hatlestad
January 22, 2024
Financial Planning
Creating a Shared Financial Vision: Having the Money Talk with Your Partner

Open and honest financial conversations are the foundation of creating a shared vision for your life with your partner. Get tips on navigating the 'money talk' with ease.

Aimee Hatlestad
January 8, 2024
Financial Wellness

Strategies to Mortgage Freedom

Aimee Hatlestad
January 8, 2024
Financial Wellness
Strategies to Mortgage Freedom

Are you on a quest to own your home outright sooner than planned? From making smart extra payments to understanding the power of refinancing, uncover practical tips for managing your mortgage effectively.

Aimee Hatlestad
December 11, 2023
Financial Planning

Beyond the Mortgage: Is Buying a Home Right for You?

Aimee Hatlestad
December 11, 2023
Financial Planning
Beyond the Mortgage: Is Buying a Home Right for You?

When deciding between renting and buying a home, consider more than just the financial aspects. Think about upkeep, location, and lifestyle needs before taking the plunge.

Aimee Hatlestad
December 4, 2023
Retirement Planning

The Emotional Side of Retirement: How to Face Your Fears and Find Fulfillment

Aimee Hatlestad
December 4, 2023
Retirement Planning
The Emotional Side of Retirement: How to Face Your Fears and Find Fulfillment

Are you postponing retirement despite being financially prepared? It might be fear that's holding you back. Read on to find out how to navigate those feelings.

Aimee Hatlestad
November 13, 2023
Financial Wellness

How Understanding Your Money Personality Can Shape Your Financial Journey

Aimee Hatlestad
November 13, 2023
Financial Wellness
How Understanding Your Money Personality Can Shape Your Financial Journey

The way we relate to money has deep-rooted patterns. Shedding light on your money personality can offer a fresh perspective on your financial roadmap.

Aimee Hatlestad
November 6, 2023
Financial Planning

Strategies for Making Sound Financial Decisions During Every Career Move

Aimee Hatlestad
November 6, 2023
Financial Planning
Strategies for Making Sound Financial Decisions During Every Career Move

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.

Aimee Hatlestad
October 16, 2023
Financial Planning

Year-End Financial Checkup: Charting a Healthy 2024

Aimee Hatlestad
October 16, 2023
Financial Planning
Year-End Financial Checkup: Charting a Healthy 2024

The year-end is a beacon for reevaluating your financial strategies. Whether it's tax optimization, setting clear goals, or reviewing your estate plan, gearing up for 2024 starts now. Discover the essential steps to working towards a thriving financial future.

Aimee Hatlestad
October 2, 2023
Financial Planning

Preparing Your Finances for Divorce

Aimee Hatlestad
October 2, 2023
Financial Planning
Preparing Your Finances for Divorce

Going through a divorce? Financial preparation is an important part of the process. Here's an overview of important areas to look into.

Aimee Hatlestad
September 18, 2023
Retirement Planning

Rethinking Retirement: Your Bucket List Awaits

Aimee Hatlestad
September 18, 2023
Retirement Planning
Rethinking Retirement: Your Bucket List Awaits

Reconsider your future - retirement is not an end but a start of an exciting journey. Embrace the next phase of your life and focus on achieving your long-held dreams.

Aimee Hatlestad
September 4, 2023
Financial Planning

I Paid Off My Student Loans–Now What?

Aimee Hatlestad
September 4, 2023
Financial Planning
I Paid Off My Student Loans–Now What?

Once student loans are behind you, it's time to reassess your financial status and look into the new opportunities available to you.

Aimee Hatlestad
August 21, 2023
Retirement Planning

Is Semi-Retirement the Perfect Compromise?

Aimee Hatlestad
August 21, 2023
Retirement Planning
Is Semi-Retirement the Perfect Compromise?

Retirement doesn't have to mean full stop. Learn how semi-retirement allows you to maintain some level of professional engagement while embracing flexibility.

Aimee Hatlestad
August 7, 2023
Financial Wellness

From Stock Options to PTO: Factors to Evaluate Before Changing Jobs

Aimee Hatlestad
August 7, 2023
Financial Wellness
From Stock Options to PTO: Factors to Evaluate Before Changing Jobs

Thinking of changing jobs? Don't forget to consider the financial implications beyond the paycheck. A little knowledge now can save you from financial missteps later

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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.