How to Handle Your Inheritance Wisely
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

How to Handle Your Inheritance Wisely

If you’ve recently come into money left by a loved one, you are likely juggling a lot in your life. First and foremost, you’ve just lost someone you care about deeply. That alone is a lot to process.

Read More
Keep Your Identity to Yourself!
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Keep Your Identity to Yourself!

With great power comes great responsibility. Likewise, with more technology comes more risk, especially when it comes to identity theft.

Read More
How to Take Your Family on Vacation... On a Budget!
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

How to Take Your Family on Vacation... On a Budget!

With warmer days fast approaching, I know many of my friends and followers are anxious to get out on a family vacation. But is it possible to travel in a budget-friendly manner, despite rising costs?

Read More
Let’s Talk About What it Takes To Retire
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Let’s Talk About What it Takes To Retire

With smart judgment, a trusted financial professional, and some goals for your life “after work,” you can get a realistic picture of what lies ahead. Let’s talk about what it takes to retire!

Read More
Lessons We Learned from the Last Recession
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Lessons We Learned from the Last Recession

Are your finances ready for a recession?

Those are scary words to hear in nearly any context. If you are investing for your future, it is an even more terrifying concept. Thankfully, it doesn’t have to be as worrisome as you might think.

Read More
Three Realistic Financial Goals to Set for 2022
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Three Realistic Financial Goals to Set for 2022

One wise way to step into 2022 is to focus on your financial future. Are you where you need to be? Are you investing wisely? Or at all?

Read More
4 Money-Saving Tips for the Holiday Season
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

4 Money-Saving Tips for the Holiday Season

Money can be tight this time of the year. While you are busy decking the halls and celebrating with friends and family, the purse strings can really take a beating.

Read More
Nine Steps You Can Take To Protect Your Financial Future Right Now
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Nine Steps You Can Take To Protect Your Financial Future Right Now

When it comes to your financial future, it is easy to become overwhelmed and not be sure of where to start. Planning for the future is a scary prospect for many... but it doesn’t have to be!

Taking these nine steps will set you on the right track to protecting your financial future.

Read More
Five Reasons We're Grateful to Live in Southern Minnesota
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Five Reasons We're Grateful to Live in Southern Minnesota

In this season of thankfulness, it is important to understand the reasons living in Southern Minnesota is something to really be grateful for, all year round. Take a look at these five reasons why we appreciate where we live.

Read More
How To Talk To Your Parents About Their Estate Plans
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

How To Talk To Your Parents About Their Estate Plans

Are you a member of the “sandwich generation”?

This special subset of adults is taking on the role of caregiver on two different ends of the age spectrum and it can also come with the need to have some hard conversations.

Read More
6 Financial Planning Mistakes You Should STOP Making
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

6 Financial Planning Mistakes You Should STOP Making

If you’re already planning for your financial future, you know that it is more of a marathon than a sprint. Making and sticking to a financial plan is a journey of decisions both big and small, and it takes TIME to reach financial freedom.

Read More
How to Plan for Your Kids’ College While They’re Still In Diapers
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

How to Plan for Your Kids’ College While They’re Still In Diapers

While you can’t plan for every single expense, such as that trip to the emergency room, there are a lot of expenses that you can prepare for. The biggest expense you should start planning for immediately? Education.

Read More
4 Financial Steps to Take Today Your Kids Will Thank You For
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

4 Financial Steps to Take Today Your Kids Will Thank You For

As parents, there’s a ton of pressure to teach your kids all of the right lessons before they’re out in the world on their own. You want them to be good, kind, intelligent, conscientious, and well-informed adults that are confident in their decision-making. When it comes to your kids’ financial future, this can be especially important and difficult.

Read More
5 Long-Term Financial Planning Tips for Families
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

5 Long-Term Financial Planning Tips for Families

Whether you are in the early stages of building a family or are simply seeking some tips on improving your financial planning skills, we have some helpful advice for making sure you and your family are on track for a bright financial future.

Read More
Add "Insurance Review" to Your Back-to-School Checklist
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Add "Insurance Review" to Your Back-to-School Checklist

Going into a new school year can feel like stepping off the diving board and hoping you float. With dozens of things on your plate, you may think that reviewing your insurance policies is a task to push off for later.

Read More
It's Never Too Late to Learn: Investing 101
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

It's Never Too Late to Learn: Investing 101

By saving, you ensure that you can live your day-to-day life with a cushion for emergencies. Taking the next step - investing - may help your savings multiply.

Read More
5 Reasons Why a Teacher Needs a Financial Professional
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

5 Reasons Why a Teacher Needs a Financial Professional

Behind every successful person is a team of educators and role models who encouraged them to reach their dreams and gave them the tools to do so. But, who offers that same advice and guidance for educators on their journey to financial success? A financial professional!

Read More
How to Set Financial Goals That Work for You
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

How to Set Financial Goals That Work for You

For many people, the scope of “financial goals” is limited to paying down different types of debt. And while there is so much value in the freedom that being debt-free can provide, your financial goals can do much more than just keep you waiting for the day that your loan balance hits zero.

Read More
Six Financial Tips That New Graduates Need To Hear
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

Six Financial Tips That New Graduates Need To Hear

After taking a moment to bask in the glow of their recent accomplishments, the realities of financial independence come hard and fast. Today’s blog is meant to ease that burden - at least a little bit! - with six practical financial tips for new graduates.

Read More
3 Tips to Choosing your Insurance Agent in Mankato, MN
Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative Gretchen Rehm, LUTCF® - Agency Owner and Investment Advisor Representative

3 Tips to Choosing your Insurance Agent in Mankato, MN

Choosing an insurance agent is kind of like dating. There may be plenty of fish in the sea, but you certainly have to put in the work to find the right one for you.

Read More