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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
July 14, 2025
Financial Wellness

7 Simple Strategies to Protect Your Financial Data Online

Aimee Hatlestad
July 14, 2025
Financial Wellness
7 Simple Strategies to Protect Your Financial Data Online

Managing your money online is convenient, but it comes with growing cybersecurity risks. Scammers are getting smarter, and attacks often start with human error, not high-level hacking. Here's how to reduce your risk with practical, proactive steps.

Aimee Hatlestad
July 7, 2025
Financial Wellness

Is Your Portfolio Scattered? 4 Reasons to Consolidate Your Investment Accounts

Aimee Hatlestad
July 7, 2025
Financial Wellness
Is Your Portfolio Scattered? 4 Reasons to Consolidate Your Investment Accounts

A patchwork portfolio may not hurt you now, but over time, it can quietly erode returns and complicate planning. This guide explains the benefits of consolidating your investments where appropriate, how to get started, and why it’s worth reviewing your full financial picture.

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.

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

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© The Hatlestad Group
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.