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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

Calculators

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Videos

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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

  • Should You Consider Tapping the Equity in Your Home?

    Using home equity to fund other financial objectives has potential benefits and risks. This article looks at various ways to tap home equity.

  • Donor-Advised Funds Combine Charitable Impact with Tax Benefits

    This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.

  • Trusts — Not Just for Estate Taxes

    In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.

  • Sectors: Overweight, Underweight, or Just Right?

    Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.

More Newsletters »

Calculators

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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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