5 Best Brunch Spots in Southern Minnesota
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

5 Best Brunch Spots in Southern Minnesota

Going out to brunch is a fun holiday tradition, and we have so many great brunch spots in Southern Minnesota! We’ve compiled five of the top-rated brunch spots in this week’s blog. What family favorite would you add to this list?

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Managing Finances After the Loss of a Spouse
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Managing Finances After the Loss of a Spouse

Losing a spouse is a very difficult time in life. Yet there are some necessary financial steps that must be taken to make sure you have your financial house in order, after the loss.

Today’s article breaks down some necessary questions and next steps. Take a look:

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Retirement Planning for Stay-at-Home Parents
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Retirement Planning for Stay-at-Home Parents

Not everyone can afford this lifestyle, but if you are lucky enough to have a stay-at-home parent in the household, you know blessings abound! You’re able to raise your children, first-hand, and keep the family humming! But, this life also comes with its fair share of concerns, too. For instance, how does a stay-at-home parent save for retirement?

Thankfully, I have some solutions for any family’s circumstances. Everyone deserves a sound retirement, and parents are no different. Let’s map out some of the key concepts to saving as a stay-at-home parent.

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5 Financial Topics You Should Discuss With Your Partner
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

5 Financial Topics You Should Discuss With Your Partner

Conversations about finances are important. They can make or break a relationship. No one likes to find “surprises” down the road, so having open lines of communication now greatly decreases difficulties down the road.

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Paying Off Your Debts: A Practical Guide
Gretchen Rehm Gretchen Rehm

Paying Off Your Debts: A Practical Guide

Carrying debt is a familiar reality for many of us. Would you like to reduce your debts like credit cards, medical bills, and car loans? Today’s blog provides four helpful strategies for paying off debt!

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How to Build a Sustainable Household Budget
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

How to Build a Sustainable Household Budget

Have you ever heard of the 20/30/50 rule when it comes to creating a family budget? We cover this concept in today’s blog, which is all about building a sustainable household budget!

Budgeting is a strategic tool that provides a clear understanding of your income and expenses, and where that money is going each month. Not only will it help you prioritize your spending and saving, but it also reduces stress and worry as you create a financially secure future for your family.

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Planning for Retirement with a 403(b) Plan
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Planning for Retirement with a 403(b) Plan

For public school employees in Minnesota, your plan for retirement typically includes a 403(b) retirement plan. But, what exactly is this plan, how does it work, and how our team help you with it? Let’s take a closer look in today’s blog!

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Why Fall is the Best Season in Minnesota
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Why Fall is the Best Season in Minnesota

Living in Southern Minnesota is great, any time of the year, but fall is one of my favorites. From local events and beautiful scenery to new sports and back-to-school excitement, autumn is truly special. Let’s talk about some of the best parts!

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Preparing for Unexpected Medical Expenses
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Preparing for Unexpected Medical Expenses

Did you know that medical bills make up about 40% of personal bankruptcy filings each year? That NIH study is linked in today’s brand-new blog, which covers some practical ways to prepare for unexpected medical expenses. Click here to learn how to prepare for the unexpected:

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Navigating Financial Aid for College
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Navigating Financial Aid for College

If your child is already in high school, or even looking to head to college this year, there is still time to finance their education. As a mother of three elementary-aged kids, I know my time is coming, and I know how stressful such preparation can be. I also know, as a financial advisor, how many parents feel confused, lost, or hopeless when it comes to the financing process. Let’s talk about your options!

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How to Build an Emergency Fund
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

How to Build an Emergency Fund

From a broken down appliance to a major injury, we never know what life can bring - but preparing for emergencies is the important part. Financially speaking, one of the best ways to get ahead of any unplanned expense (or sudden lack of income) is to create an emergency fund.

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Tips for Managing Your Debt
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Tips for Managing Your Debt

Managing debt responsibly is critical to your long-term financial well-being. Americans owe trillions in student loan debt, credit card debt, and more. We want to help you understand the difference between “good debt” and “bad debt” as well as some practical strategies for paying off your obligations!

Take a look at our latest blog article, which details our advice regarding debt management:

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Tips for Hosting a Successful Summer Cookout!
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Tips for Hosting a Successful Summer Cookout!

The sun is shining, and the grill is firing up! If you're ready to be the ultimate host/hostess, we've got you covered with some tips for a successful summer cookout in today’s blog.

Ready to create some unforgettable memories? Check out this blog - and don't forget to send me an invitation to your next cookout.

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10 Reasons to Call a Financial Advisor
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

10 Reasons to Call a Financial Advisor

Almost every adult could benefit from a financial advisor. Managing your money is important - no matter how much you earn. Here are 10 reasons to meet with someone like me!

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Mental Health Advice for Teachers
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Mental Health Advice for Teachers

May is Mental Health Month, designed to bring awareness and conversation around this critical topic. And just like our physical health, our mental health is important to keep top-of-mind all year round.

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Saving for Your Kid's College with a Minnesota 529 Plan
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Saving for Your Kid's College with a Minnesota 529 Plan

The state of Minnesota participates in what is called a 529 Plan, which allows those enrolled to save funds for the future and get some tax breaks in the process. Let’s talk about what the plan means, how funds can be used, and how to set one up for your kids.

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How to Teach Your Family About Money Management
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

How to Teach Your Family About Money Management

April is Financial Literacy Month, so I wanted to share some practical tips on how to teach your kids about money management. It’s never too early to start, even if your children are young!

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Five Financial Tips for New Business Owners
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Five Financial Tips for New Business Owners

Starting a new business is an exciting time - but you want to make sure you take some time to think about your finances, too! Today’s article covers five financial tips for new business owners, to help you start out with firm financial footing.

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5 Ideas for St. Patrick’s Day Fun in Southern Minnesota
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

5 Ideas for St. Patrick’s Day Fun in Southern Minnesota

You don’t need the luck of the Irish to find fun activities this St. Patrick’s Day week! Southern Minnesota has plenty of events for those of all ages if you know where to look. From adults-only pub crawls to family-friendly parades and movies, there are plenty of ways to enjoy this weekend’s holiday.

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