Kurt Nygaard at Prudential

I’m thrilled to announce I have qualified for Prudential Advisors’ top advisor conference for 2024.

Thank you to my clients, my leadership team, and Prudential for helping to make this possible. It’s an honor to serve my community with their financial needs. Congratulations to all winners!

Today 401(k) plans have become the primary source of retirement income for many Americans. Because of this, it is important to understand how you can work to maximize these plans and protect yourself from potential loss.

Ready to begin planning? Schedule time today. Call me at (218)998-1950

How to Get More Retirement Income From Your 401(k) An integrated approach of investments and annuities could provide you with more retirement income in addition to protection against inflation and late-in-life expenses.

Investing in the future starts with teaching our children about finances, saving, and building wealth. Together, we can help instill financial responsibility, resilience, and empower the next generation of young minds of our community, so they have the tools they need to create a legacy of financial freedom.

Blueprints to Black Wealth Planning for the future should include time to enjoy the simple things. Prudential empowers generations by providing expertise in investment, insurance, and retirement, leaving you free to focus on what matters the most.

Nearing retirement is an equally exciting and nerve-wracking time. As you prepare for the next phase in your journey take a look at these tips to help make sure your retirement plans stay on track.

Looking to learn more about the tools that can help you support your retirement plans? Reach out today to discuss: call me at (218)998-1950 or email me at [email protected].

Nervously Nearing Retirement? Four Do’s, Four Don’ts and One Never With so many critical decisions to make and lots of opinions to consider, here are some common-sense tips to keep you on track.

ROTH IRA limits are on the rise! Wondering if a ROTH IRA might be right for you? Let’s explore how a ROTH IRA may be able to benefit your financial journey together. Contact me to discuss: (218)998-1950

Prudential and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation.

Roth IRA Contribution Limits for 2024 Roth IRA contribution limits have gone up for 2024. Here's a look at the new limits and income-based phaseouts.

For many, long-term care may seem unnecessary. However, it could be a crucial piece in securing your financial future in an unpredictable world.

Make sure you understand the long-term care options available to you.

Contact me today to learn about the right choice for you.
(218)998-1950 or [email protected]

Long-Term Care Planning Protects You and Your Family More likely than not, you’ll need some form of long-term care in retirement. Figuring out now how to handle the costs would be like building a fence around your retirement home.

Happy Veteran’s Day!
Today as we observe Veteran’s Day I think about and appreciate all of the Veteran’s who have served (my dad included)!
Thank a Vet! 🇺🇸

Want to be sure your hard work outlasts economic uncertainties?

Contact me to book your no cost obligation consultation! Call me at (218)998-1950 or email me [email protected]

Tim Stauffer and I are ready for our Social Security and Medicare event tonight. I’m looking forward to listening to Tim present!

Talk of recession has a lot of pre-retirees and retirees on edge but you don’t have to be. Read on for tips and tricks to help you recession-proof your retirement.

Interested in learning more? Contact me today to discuss the best strategy for you. Call me: (218)998-1950 or email me: [email protected]

How To Recession-Proof Your Retirement It’s inevitable that you’ll need to survive a handful of financial downturns during your retirement; it’s smart to plan for them today.

The Secure Act 2.0 implemented many changes that you may not know about. This summary can help you make sure you are up to date on the most recent changes that may impact your retirement savings plans.

Interested in learning more about Secure Act 2.0 and how you may be impacted? Schedule an appointment today! By calling (218)998-1950 or emailing [email protected]

SECURE 2.0 Act Summary: New Retirement Plan Rules to Know The SECURE 2.0 Act makes major changes to 401(k), IRA, Roth, and other retirement savings plans. Here's what you need to know.

Enjoying a night of RedHawks baseball with my Top Metro Producers Group, and Hawkeye of course!

Just like we do in our practice, we are continually making updates to our website. Check out our most recent update to our True North Financial Group Page!

www.truenorthfinancialmn.com

True North Financial Group | Prudential Financial Trusted, Local Advisors in the Heart of Minnesota | Offices in Bemidji, Fergus Falls, Park Rapids & Staples, MN and Fargo, ND

We are out at the golf course today with the Fergus Falls Chamber! Come find us on hole 5

Business owners, with half of the year being already gone maybe it’s time to review your finances and look at your benefit package.

Some options can lower your taxes. Create a retirement income for you and your family and give your employees the peace of mind without a lot of out of pocket expenses.

Call us at: (218)998-1950 or email us at: [email protected] for more information.

Enjoyed my Thursday with my True North Financial Group Team Members, Sam, Bob, Steve, David and Brian. We even brought in our friend, Tim, for some education! Thank you, Brian for hosting us for the day.

Nothing wrong with working a half day to go out golfing! I was lucky to have 2 of my 3 daughters join me today!

Chances are you may have an account right now without a beneficiary. Read on to find out why they are so important.

What Is a Beneficiary? Here's Everything To Know. | Entrepreneur Keep reading to discover everything you need to know about beneficiaries: what they are and why you may want to consider naming one.

Office UPDATE: We are excited to work as a team with some great colleagues in our area.

We are your True North Financial Group.

Check out our updated website:
www.truenorthfinancialmn.com

True North Financial Group | Prudential Financial Trusted, Local Advisors in the Heart of Minnesota | Offices in Bemidji, Fergus Falls, Park Rapids & Staples, MN and Fargo, ND

Last week my colleague Kurt and I traveled to Denver to learn how Annuities can play a huge role in a person’s retirement plan! Call me to find out more at 218-751-6013!
Annuities are issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Annuity contracts contain exclusions, limitations, reductions of benefits, and terms for keeping them in force. Your licensed financial professional can provide you with complete details.

Please join me in welcoming our newest team member, Stephen Vigesaa to our practice. Steve is a Financial Planner and has been working in the financial industry for many years. He is heavily involved in the Fergus Falls community. We are very happy to add him to our team!
Welcome Steve!

Planning for retirement can feel overwhelming. One industry expert shares their tips on how to strategize for the future.

Can You Build a Retirement Income Plan With Both Risk and Reliability? Two strategies for making retirement savings last — probability-based income planning and guaranteed income planning — can help ensure you have what you need in your golden years, but which is right for you?

We had a great time bowling in the Fergus Falls Chamber Battle of Business Bowling Tournament this year. It looks like we held our title and took 1st place again!

You’ve Worked a Lifetime to Build Your Wealth. Here’s How to Keep It!
We'd like to help you with a plan!
Give us a call at (218)998-1950.

You’ve Worked a Lifetime to Build Your Wealth. Here’s How to Keep It! Set yourself up for success by knowing what you want out of retirement, getting a grip on your spending needs and wants and then regularly checking whether you’re on track.

**NEW**
Check out our new no obligation tool!
Use this to calculate how close you are to your retirement goals.
Questions? Give us a call at (218)998-1950

Do you know where you stand with your financial goals? Use this free tool to see how close you are to hitting your goals and to create a financial strategy. Request a consultation with a financial professional if you'd like to create a plan.

Annuities can be confusing for many investors, but they don’t have to be. Learn more about if an annuity is the right choice for you.

What Are Deferred Annuities? Deferred annuities provide guaranteed retirement income at a future date without requiring taxes until the annuity starts paying out. Here’s how they work.

I traveled out to Prudential headquarters in Newark, New Jersey this past week for a Wealth Summit. Thank you to Prudential-Retirement Strategies and PGIM Investments for hosting us! The most intriguing topic discussed was Market volatility and possible solutions to reduce some stress around the markets. Now is a great time to discuss this and I'm glad to bring this knowledge back to my practice. Call (218)998-1950 or email me: [email protected] for an appointment!

Regularly checking in with yourself on your financial plan is a great way to reassess and realign goals amidst personal and economic changes.

10 Reasons For Financial Check-Ups As You Save For Retirement Your financial life should also get a regular check-up to ensure that you’re on the right track for your financial goals.