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

Phone:

  • 763-445-2785 - Office

E-mail:

  • craig@coachcraigfinancial.com

  • christopher.patnode@lpl.com

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Calculators

You can review interesting calculators on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Videos

We have interesting videos for you to watch on my site.

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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

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Transcript

Newsletters

  • Could an HSA Strengthen Your Retirement Strategy?

    After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

  • Understanding the “No Tax on Tips” Deduction

    In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

  • HOT TOPIC: The Iran War, the Economy, and Your Portfolio

    This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

  • What Is Asset-Based LTCI?

    Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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Calculators

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • 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.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

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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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