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11670 Fountains Drive, Suite 200. Maple Grove., MN 55369.

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  • 763-445-2785 - Office

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  • craig@coachcraigfinancial.com

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Calculators

You can review interesting calculators on my site.

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Videos

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Flipbooks

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Bonds and Bond Mutual Funds 101

Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.
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Transcript

Newsletters

  • Consider Roth for Tax-Free Income

    Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.

  • How Has SECURE 2.0 Affected 401(k) Plans?

    The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.

  • Are You Prepared for the High Cost of Dying?

    End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.

  • HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor

    At age 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway. This article focuses on investment fundamentals as well as tips and quotes from the famous investor.

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Calculators

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

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LPL Financial Form CRS

 Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO, MI, MN, WI.

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