Need help? The financial advisor is IN! Thanks for visiting LauraZahn.com! I hope what you need is on my blog, or just call or e-mail me!
If you need to talk with a person who speaks in plain English and believes there are no dumb investment questions (actually, only smart ones, because you are aware enough to ask!), please contact me at 218-728-1445 or e-mail me at Laura@LauraZahn.com
I am a Securities America financial advisor with my own business, Zahn Investment Group, based in beautiful Duluth, Minnesota, on the shores of the greatest great lake, Lake Superior. I specialize in retirement, retirement, retirement – in it, transitioning to it, saving for it, striving to get the most income during it!
I also work with people who may need a trusted financial advisor to help walk them through a 401(k) rollover, figure out how to preserve and wisely invest an inheritance, perform a check-up of their fiscal fitness, or invest for college, for example. I can charge by hourly consulting, traditional commission or sales charges, or on a fee-basis, and we discuss this thoroughly.
I want a long-term relationship with clients. Know that I work strictly for you, listen intently, offer choices, and care whether your investments are right for you—with no company agenda to promote. It would be my privilege to hear from you!
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Tax preparation may be the perfect time to give the household budget a check-up.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Six overlooked tax deductions to help manage your tax bill.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
For homeowners who think their property taxes are too high, there are ways to appeal.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Making the most of surprises is a great reason to work with us.
The decision whether to buy or rent a home may have long-term implications.