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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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The Basics of Social Security Retirement Benefits

How much do you know about your Social Security retirement benefits?
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Transcript

Newsletters

  • Strategies for Taking RMDs

    This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

  • Wealthy Colleges Face Expanded Endowment Tax

    A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

  • Key Retirement and Tax Numbers for 2026

    This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

  • New Auto Loan Interest Deduction Explained

    The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

More Newsletters »

Calculators

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

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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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