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!
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
To choose a plan, it’s important to ask yourself four key questions.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
There are four very good reasons to start investing. Do you know what they are?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Understanding the cycle of investing may help you avoid easy pitfalls.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?