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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
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.

Aimee Hatlestad
September 9, 2024
Financial Wellness

Refinancing High-Interest Debt: Strategies for Relief

Aimee Hatlestad
September 9, 2024
Financial Wellness
Refinancing High-Interest Debt: Strategies for Relief

Explore the potential benefits of refinancing high-interest debt. This strategic financial move could lower your payments and help you manage your budget better, offering a clearer path toward financial stability and independence.

Aimee Hatlestad
August 19, 2024
Financial Wellness

Are You Prepared to Be an Empty Nester?

Aimee Hatlestad
August 19, 2024
Financial Wellness
Are You Prepared to Be an Empty Nester?

As children leave home for college or careers, parents face the transition to an empty nest. This is an opportunity to reassess financial plans, embrace new hobbies, and repurpose your home to enhance your new lifestyle.

Aimee Hatlestad
August 5, 2024

Beat Investment Anxiety: How to Stay Calm in Volatile Markets

Aimee Hatlestad
August 5, 2024
Beat Investment Anxiety: How to Stay Calm in Volatile Markets

Feeling overwhelmed by market noise? Learn how to stay focused on long-term goals and manage stress with informed decisions, even during market fluctuations.

Aimee Hatlestad
July 22, 2024

Overcoming Negativity Bias in Your Personal Finance Journey

Aimee Hatlestad
July 22, 2024
Overcoming Negativity Bias in Your Personal Finance Journey

Discover how negativity bias affects financial decision-making and learn strategies to maintain a positive perspective.

Aimee Hatlestad
July 15, 2024

Essential Questions to Ask Your CPA for Smart Financial Management

Aimee Hatlestad
July 15, 2024
Essential Questions to Ask Your CPA for Smart Financial Management

Stay proactive with your financial planning. Collaborate with your CPA to understand tax implications and optimize your strategy.

Aimee Hatlestad
June 17, 2024
Financial Wellness

Relocating for Family: A Parent's Guide to Making the Right Choice

Aimee Hatlestad
June 17, 2024
Financial Wellness
Relocating for Family: A Parent's Guide to Making the Right Choice

Thinking of relocating for the sake of your kids? Learn what you need to consider before making the move to a new home or town.

Aimee Hatlestad
June 3, 2024
Lifestyle

Wellness and Wealth: Investing in Your Long-Term Health

Aimee Hatlestad
June 3, 2024
Lifestyle
Wellness and Wealth: Investing in Your Long-Term Health

Understanding the link between your lifestyle choices and overall success can transform your approach to health and finance. Prioritize wellness and reap the rewards.

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

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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.