Secured Retirement

12/25/2022

From all of us at Secured Retirement, we would like to wish you and yours the very Merriest of Christmases and a happy holiday season!

12/05/2022

It is time for Christmas cookies and all sorts of yummy treats! Thank you, Galynn, for sharing this toffee bar recipe with the Secured Retirement Family 🎄

11/24/2022

From all of us at Secured Retirement, we would like to extend warmest wishes for a Happy Thanksgiving!

11/11/2022

Happy Veterans Day and thank you to all veterans for your service. Today we honor your patriotism, bravery, and sacrifice. Thank you for your selfless dedication to protecting our freedoms.

“Veterans know better than anyone else the price of freedom, for they’ve suffered the scars of war. We can offer them no better tribute than to protect what they have won for us.” – Ronald Reagan, 40th U.S. President

09/29/2022

Becky brings her expertise on tax policy and extensive communication knowledge to share her thoughts on protecting your financial planning from increasing legislative changes and securing your retirement.
Give us a call at 952.800.3820
Register online at https://www.eventbrite.com/e/taxsmart-summit-tickets-413123271827

07/23/2022

Wondering about the next moves in the markets? Join us for a free Lunch & Learn event, Monday, July 25 at 11:45am. We will provide lunch, followed by a recap of the markets and economy for the first half of the year and share our outlook for the second half. Presented by our Chief Investment Strategist, Nate Zeller, CFA, CFP®. You will not want to miss this timely event! Email us at [email protected] to register to attend in-person or to watch virtually.

07/03/2022

Independence Day, also called Fourth of July, is the annual celebration of nationhood. The day commemorates the passage of the Declaration of Independence by the Continental Congress on July 4, 1776. As we are blessed to celebrate Independence Day recently at Secured Retirement , we take a moment to pause on what the holiday and this country means to our families and clients.

06/30/2022

Our Secured Retirement team enjoyed a fun day with a little fresh air and spirited competition at Topgolf to kick off the quarter. Thank you Joe Lucey for bringing some fun into (and out of) the office!

06/22/2022

This quarter the markets continue to experience global fluctuation. Thank you, Special guest Anthony Shink, Chief Business Development Officer of Minneapolis Portfolio Management Group, LLC (MPMG) and Ryan Dillon for presenting at our online Market Huddle on Monday, June 20. Watch to learn more about value versus growth investing and stock market resiliency as well as a recap on current market conditions.

Retirement planning, Social Security income planning, and retirement solutions with Secured Retirement.

06/19/2022

Happy Father's Day - with a special shout out to our fearless leader, CEO Joe Lucey. We wish you, Patty and Gavin the perfect day!

06/17/2022

When is the last time you updated your beneficiary designations? Like changing your smoke detector batteries twice a year, make sure to check your beneficiaries at least once a year as we’ve arrived to the mid-year this June. Financial consequences of not having any or inaccurate designees is a costly mistake. Watch a replay of our Market Huddle to learn more. Thank you Bradford Aylin for presenting this timely topic! https://youtu.be/DtRYnIs9q9I

When is the last time you updated your beneficiary designations? Like changing your smoke detector batteries twice a year, make sure to check your beneficiar...

05/30/2022

Our office is closed today in observance of Memorial Day and to honor those who have made the ultimate sacrifice for our country.

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