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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!
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Good employee health can be great for the company’s bottom line.
For some, the social impact of investing is just as important as the return, perhaps more important.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Your credit score may influence how much you pay for auto and home insurance.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Term insurance is the simplest form of life insurance. Here's how it works.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
It's easy to let investments accumulate like old receipts in a junk drawer.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
How do the markets usually react to elections? Was the 2016 election any different?
Learn how to harness the power of compound interest for your investments.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What are your options for investing in emerging markets?