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!
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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A change in your mindset during retirement may drive changes to your portfolio.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Knowing your options when a CD matures can help you make a sound investment decision.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Five strategies for managing your student debt.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
You’ve made investments your whole life. Work with us to help make the most of them.
Do you have causes that you want to support with donations? Here are three tips.
Even low inflation rates can pose a threat to investment returns.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, cracking the code on bonds.
Have you found yourself suddenly single? Here are 3 steps to take right now.