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11670 Fountains DriveSuite 200. Maple Grove., MN 55369.

Phone:

  • 763-445-2785 - Office

Fax:

  • 763-445-2501.

E-mail:

  • craig@coachcraigfinancial.com
  • christopher.patnode@lpl.com

Videos

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

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Flipbooks

You can review interesting Flipbooks on my site.

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Contact Us

Please feel free to contact us with any questions.

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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

  • IRA Strategies: After-Tax Money and the Pro-Rata Rule

    The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.

  • Keep an Eye Out for IRS-Related Scams

    Although IRS scams are especially prevalent during tax season, they also take place throughout the year. This article identifies some common tax scams and offers tips to help avoid becoming a victim.

  • Tips for Safe Online Shopping

    This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.

  • Fixed for Life: What Can an Annuity Do for You?

    Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.

More Newsletters »

Calculators

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

More Calculators »

 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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