Strategic Asset Preservation Inc

Strategic Asset Preservation Inc Strategic Asset Preservation offers a full range of services including retirement planning, investment management, and help claiming Social Security.

Our financial advisors are fiduciary advisors with a beautiful local office, right here in Lake Elmo, MN

These are common myths about that can present costly inconveniences for families. By debunking these misconceptions, y...
02/28/2024

These are common myths about that can present costly inconveniences for families. By debunking these misconceptions, your posterity will appreciate and admire your audacity in addressing all the details, ensuring a smoother transition and a lasting impact on generations to come.

Estate planning isn't just for the wealthy; it's a crucial tool for everyone, ensuring their wishes are honored regardless of asset size. While a will is important, it's just one piece of the puzzle; comprehensive planning encompasses various aspects, including trusts and powers of attorney. Moreove...

Building wealth for retirement starts with informed choices. Explore this comparison of 401(k)s and Roth IRAs, gaining v...
02/26/2024

Building wealth for retirement starts with informed choices. Explore this comparison of 401(k)s and Roth IRAs, gaining valuable insights to make a confident decision for your financial future.

The 401(k) and Roth IRA are both popular tax-advantaged retirement savings accounts, but they differ in terms of tax treatment, investment options, and employer contributions. ℹ️ For more complete information about your 401(k) investment options, call your company’s plan administrator or your ...

Inflation may impact today’s savings rates and tomorrow’s comfort. Let's craft a customized financial plan that factor...
02/22/2024

Inflation may impact today’s savings rates and tomorrow’s comfort. Let's craft a customized financial plan that factors in pressures. 🎈

Inflation, the silent force shaping our economic landscape, often creeps into our lives unnoticed until its effects become palpable. Its impact on retirement planning, in particular, underscores its double-edged nature.

Ready for a stress-free ? ‍ Get organized, file confidently, and unlock the Zen of being in control of your financial p...
02/21/2024

Ready for a stress-free ? ‍ Get organized, file confidently, and unlock the Zen of being in control of your financial picture.

As tax season approaches, it's time to get organized and stay on top of your financial game. Feeling confident about your taxes can make all the difference. Check out this to-do list and start your filing with ease and confidence!

Understanding contribution limits isn't just a box to check—it's a pivotal step in your financial journey. Let's review ...
02/07/2024

Understanding contribution limits isn't just a box to check—it's a pivotal step in your financial journey. Let's review them together and adjust your accordingly! ☑️

By understanding these limits, you gain the power to shape your financial future with precision. Together, we'll navigate the complexities, ensuring your contributions align seamlessly with your goals. Let's make every dollar count towards building the retirement life you envision.

Cutting expenses in may help you maximize your savings. What are some ways you cut expenses in your golden years? Sha...
01/31/2024

Cutting expenses in may help you maximize your savings. What are some ways you cut expenses in your golden years? Share with us in the comments! 👇

Unlocking a secure and fulfilling retirement hinges on astute financial planning and prudent expense management. By implementing strategic measures to trim expenses, retirees can bolster their savings, enhancing financial resilience and freedom in their golden years. From refining budgets to downsiz...

Worried about passing on hefty tax burdens to your heirs? Roth IRA conversions are one option, offering potential tax-fr...
01/24/2024

Worried about passing on hefty tax burdens to your heirs? Roth IRA conversions are one option, offering potential tax-free benefits. Learn if this move is right for you.

Retirees are increasingly considering Roth IRA conversions as a strategic move in legacy planning. This involves transferring assets from other retirement plans to a Roth IRA, offering tax-free growth and potential tax-free withdrawals for heirs following IRS distribution rules. This strategy is esp...

Remember the "Great Resignation"? Buckle up for the "Boomerang Return." As the job market shifts, employees are reevalua...
01/18/2024

Remember the "Great Resignation"? Buckle up for the "Boomerang Return." As the job market shifts, employees are reevaluating priorities, and former companies are reaping the benefits. Is your company ready for the boomerang wave? 🪃

In the early days of the post-pandemic job market, businesses were paying premium rates to bring talent back into the workplace. However, as we edge closer to an employer's market (though the competition for skilled talent remains intense), a different trend is taking hold. Many employees, initially...

Did you know 70% of small businesses fail within 10 years? As a small business owner, planning for both personal and bus...
01/17/2024

Did you know 70% of small businesses fail within 10 years? As a small business owner, planning for both personal and business goals is crucial. Your future success starts today!

Financial planning is a critical element for the success of any private business owner. It provides a roadmap for achieving both short-term and long-term goals and ensures the financial health of the business. However, small business owners often wear multiple hats and juggle numerous responsibiliti...

Address

125 New England Place
Stillwater, MN
55082

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 8am - 12pm

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