Betty J. Albitz, Inc.

Since 1995, I have been serving clients in managing their wealth.

Each client’s goals and objectives are assessed through a set process of financial planning strategies. The main focus is to build a relationship based off of trust with our clients so together we can build a solid road map to a financially independent future.

04/01/2024

New to Medicare? I can help you! RSVP and view events here: https://www.bettyalbitzfinance.com/events

04/01/2024

📚💰 April isn't just about showers and flowers – it's also Financial Literacy Month! 💡✨

Empowering ourselves with financial knowledge is the key to unlocking a brighter, more secure future. This month, let's embark on a journey to enhance our financial literacy, one step at a time. Whether it's learning about budgeting, investing, or understanding the importance of saving for retirement, there's always something new to discover.

As your dedicated financial advisor, I'm here to provide the guidance and support you need to make informed decisions about your financial well-being. Together, let's seize this opportunity to expand our financial knowledge and set ourselves up for long-term success.

03/31/2024

🌷🐰 Hoppy Easter, everyone! 🐣🥚

As we celebrate this joyful occasion, let's take a moment to reflect on the importance of growth and renewal, not just in our lives but also in our finances. As your trusted financial advisor, I'm here to help you navigate through the complexities of financial planning, ensuring that your goals align with your values and aspirations. Whether it's creating a budget, investing wisely, or planning for retirement, I'm committed to guiding you every step of the way.

Wishing you and your loved ones a blessed Easter filled with love, joy, and financial prosperity! 🌟

03/29/2024

Today is Good Friday. Let us take a moment to reflect on the profound significance of this holy day. May it be a time of peace, of prayer, and of reflection.

Please note that some financial markets will be closed due to this sacred occasion.

03/20/2024

PSA…. Sharing from a friends post:

💔What would *you* do if you were alone and had a heart attack?💔
1.
Take a 2 minute break and read this:
Let's say it's 5:25 pm and you're driving home after an unusually hard day's work.
2.
You are really tired and frustrated.
All of a sudden you have chest pains. They are starting to radiate in your arm and jaw. It feels like you’re being stabbed in the chest and heart. You're only a few miles away from the nearest hospital or home.
3.
Unfortunately you don't know if you can make it..
4.
Maybe you've taken CPR training, but the person running the course hasn't told you how to help yourself.
5.
How do you survive a heart attack when you're alone when it happens? A person who is feeling weak and whose heart is beating hard has only about 10 SECONDS!! before losing consciousness.
6.
But you can help yourself by coughing repeatedly and very strongly! Deep breaths before every cough. Coughing should be repeated every second until you arrive at the hospital or until your heart starts to beat normally.
7.
Deep breathing gives oxygen to your lungs, and coughing movements boost the heart and blood circulation. Heart pressure also helps to restore a normal heartbeat. This is how cardiac arrest victims can make it to the hospital for the right treatment.
8.
Cardiologists say if someone gets this message and passes it on to 10 people, we can expect to save at least one life.
9.
Instead of posting memes, you're helping save lives by spreading this message.
♥️ COPY (hold your finger down on the screen over this message, click on the text until it’s all highlighted, then select copy, go to your own page and where you normally want to write, hold your finger down again and then select paste)♥️
♥️IT♥️SAVES♥️LIVES♥️

03/19/2024

🌼 Welcome, Spring! 🌼

As nature blooms anew, it's the perfect time to rejuvenate your financial and healthcare plans! 🌱 Whether you're dreaming of a comfortable retirement or seeking the right Medicare coverage to support your wellness journey, I'm here to help you thrive in this season of growth.

As a financial planner and independent Medicare broker, I specialize in creating personalized strategies tailored to your unique needs and goals. Let's harness the energy of this fresh start to ensure your financial future and healthcare coverage are as vibrant as the blossoms around us!

Spring into action today and schedule a free consultation.

🌸💼

03/17/2024

☘️ Happy St. Patrick's Day! ☘️

Today, as we celebrate the luck of the Irish, let's also take a moment to ensure that your financial and healthcare future is as fortunate as can be! 🍀

As a financial planner and independent Medicare broker, I'm here to help you navigate the twists and turns of both your finances and healthcare needs. From securing your retirement with smart investment strategies to finding the perfect Medicare plan to fit your lifestyle, I've got you covered!

Let's make sure that your golden years are truly golden. Reach out today to schedule a consultation and let's start building a future that's as bright as a pot of gold at the end of the rainbow! 🌈💼💰

🍀

03/08/2024

On this International Women's Day, let's celebrate the incredible strength and resilience of women worldwide. Did you know that, on average, women tend to outlive men? This highlights the importance of financial planning tailored to women's unique needs. I am dedicated to ensuring women have the tools and strategies to thrive at every stage of life. Let's empower women with financial literacy, investment knowledge, and retirement planning to secure their futures.

Monthly Market Insights | March 2024 03/07/2024

February saw modest gains thanks to upbeat corporate reports and investor enthusiasm regarding artificial intelligence.

Monthly Market Insights | March 2024 Monthly Market Insights | March 2024 U.S. Markets Stocks notched solid gains last month as upbeat corporate reports and investor enthusiasm surrounding artificial intelligence overshadowed the Fed’s next move with interest rates. The Dow Jones Industrial Average advanced by 2.22 percent, while the...

03/05/2024

Stay Informed! Understanding Medicare can be complex. I'm here to simplify it for you- explaining the ins and outs so you can make informed choices. RSVP here: https://www.bettyalbitzfinance.com/events

02/29/2024

Need help navigating Medicare? Join me at my office to take the first step towards your future! RSVP here https://www.bettyalbitzfinance.com/events

02/19/2024

Originally a celebration of Washington's birthday, this federal holiday now offers us the chance to remember the contributions of all Presidents. Think of your favorite and enjoy a nice boost of civic pride.

Home Page 02/14/2024

Love isn't just in the heart- it's about staying healthy too! This Valentine's Day, let's celebrate love, health, and financial well-being. Just like being in a strong relationship, a solid Medicare plan provides peace of mind and support for life's unexpected moments. Let's make sure your financial and health plans align for a loving, worry-free future. Happy Valentine's Day! Health

Home Page Betty J. Albitz has been a financial advisor for more than 35 years.  She's a graduate of the University of Minnesota Carlson School of Management, entering the field when there were far fewer women choosing a career in finance than there are today.

Monthly Market Insights | February 2024 02/08/2024

January's markets saw modest gains thanks to positive economic data and upbeat Q4 corporate reports which helped support prices.

Monthly Market Insights | February 2024 Monthly Market Insights | February 2024 U.S. Markets Stocks saw modest gains last month as positive economic data and upbeat Q4 corporate reports helped support prices. The Dow Jones Industrial Average advanced 1.22 percent, while the Standard & Poor's (S&P) 500 Index gained 1.59 percent. The Nasdaq...

02/01/2024

At Betty Albitz Inc. we honor the incredible achievements, resilience, contributions of Black leaders who have shaped history. Let's use this moment and month to amplify their stories, recognize their accomplishments, and continue the journey toward financial empowerment and equality for all!

01/15/2024

Today, we honor the incredible legacy of Martin Luther King Jr., a leader whose courage, determination, and advocacy for justice continues to inspire us.

Quarterly Market Insights | Q4 2023 01/05/2024

Despite a challenging start to Q4 due to rising bond yields and monetary policy concerns, optimism surged with new inflation data and Fed Chair Jerome Powell's encouraging remarks, leading to a market rally.

Quarterly Market Insights | Q4 2023 Quarterly Market Insights | Q4 2023 U.S. Markets Stocks moved higher in the final three months of the year as bond yields trended lower in growing anticipation of a potential Fed easing. For the three months ending on December 31, the Dow Jones Industrial Average gained 12.5 percent while the Standa...

12/31/2023

Out with the old, in with the new! 🎉 As we bid farewell to 2023 we're filled with gratitude for old friends, new experiences, and shared learnings. Here's to an even better 2024!

12/25/2023

Wishing You a Very Merry Christmas.

12/19/2023

Wishing everyone a joyful holiday season filled with laughter, love, and cherished moments! May this time bring warmth into your homes and hearts. Remember, amidst the celebrations, it's never too early to start thinking about a prosperous financial future! Happy Holidays from all of us here at Betty Albitz Inc.!

How to talk to older people in your life about scams 12/11/2023

🚨🔒 Important Alert: Scam cases are on the rise!

According to a recent report, losses due to scams amounted to $545 million in just the first half of 2021.

Noteworthy points:
🔹 Scammers are using sophisticated tactics, including romance and investment scams.
🔹 A significant increase in "grandparents scams" has been observed, highlighting the vulnerability of our elderly population.
🔹 Banks are escalating efforts to educate customers about these scams and how to avoid them.

Remember, it's vital to verify any requests for money transfers or personal information. Let's stay vigilant and protect ourselves from these fraudulent activities! 💪🔒



Source:()

How to talk to older people in your life about scams Last year, consumers lost $8.8 billion to scammers, and the Federal Trade Commission says older adults lost the most money compared to other age groups.

Monthly Market Insights | December 2023 12/07/2023

The fears that dragged on the stock market since August evaporated in November as fresh inflation data reaffirmed continuing progress in the fight against rising prices.

Monthly Market Insights | December 2023 Monthly Market Insights | December 2023 U.S. Markets Stock prices surged last month as positive inflation data and falling bond yields emboldened investors. The Dow Jones Industrial Average gained 8.77 percent, while the Standard & Poor’s 500 Index advanced 8.92 percent. The Nasdaq Composite, whic...

12/07/2023

On this Pearl Harbor Remembrance Day, we honor and remember the bravery and sacrifice of those who have served. As we pay tribute let's also reaffirm our commitment to supporting veterans' needs beyond today. Thank you to all of those who have served.

12/06/2023

Join me at my Bloomington office for your last chance to enroll in Medicare for the annual enrollment period! Don't miss out: https://www.bettyalbitzfinance.com/events

11/29/2023

We only have a few more events remaining this year. Don't miss out! https://www.bettyalbitzfinance.com/events

11/28/2023

Please join us at my Bloomington office tomorrow to learn more about what your Medicare coverage can do for you. RSVP here: https://www.bettyalbitzfinance.com/events

11/22/2023

Wishing a happy Thanksgiving to you and your family. There is so much to be thankful for!

11/08/2023

Please join us at my Bloomington office tomorrow to learning more about what your Medicare plan can do for you. Referrals always welcome! RSVP here: https://www.bettyalbitzfinance.com/events

11/07/2023

Just a reminder about our upcoming Medicare events tomorrow. RSVP here: https://www.bettyalbitzfinance.com/events

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Our Story

Since 1995, I have been serving clients in managing their wealth. Each client’s goals and objectives are assessed and managed through a set process of financial planning strategies. The main focus is to build a relationship based off of trust with our clients so together we can build a solid road map to a financially secure future.

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A reminder that tomorrow, Wednesday, October 26th, I will be hosting UHC and AHA Seminars for Medicare's Annual Enrollme...

Address


8120 Penn Avenue South Suite 444
Bloomington, MN
55431

Opening Hours

Monday 8:30am - 4:30am
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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