Bob Beseman-LPL Financial

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Bob Beseman-LPL Financial We are here to help with all your investment needs from retirement strategizing, mutual funds, stock

We are here to help with all your investment needs from retirement strategizing, mutual funds, stocks, bonds, annuities, and life insurance.

10/26/2026

🌟 Small acts, big impact! 🌟

Did you know this past Saturday was National Make a Difference Day? While the official day may be over, the opportunity to lend a helping hand isn't! 💙 You don't need a huge budget or tons of free time to make a positive ripple effect in your community.

Here are a few quick ways to get involved today:
🧹 Grab a bag and do a quick neighborhood trash cleanup.
🥫 Drop off non-perishable items at a local food pantry.
💌 Write a kind note or check in on a neighbor.
🐾 Donate extra blankets to an animal shelter.

How are you making a difference in your area today? Drop your ideas or favorite local causes below! 👇✨

10/19/2026

❓Did you know that over half of American adults still don’t have an up-to-date will or estate plan?

📆October 19–25 is National Estate Planning Awareness Week. It is the perfect time to step back, get organized, and take control of your financial future. Estate planning isn't just about wealth—it’s about protecting the people and causes you love most, avoiding unnecessary family conflict, and ensuring your wishes are honored.

📃When was the last time you reviewed your plan? Send us a message or visit the link in our bio to learn how to get started today!

10/16/2026

Our office will be closed Monday, October 19 until noon for a funeral.

10/12/2026

It’s National Savings Day! 💡 Today is the perfect reminder to pause, look at your monthly budget, and make sure your money is actually working toward your goals.

Building strong financial habits doesn't require a total overhaul overnight—small, consistent steps add up fast. Here are a couple moves you can make today:

1️⃣ Audit your subscriptions: Spot the ones you haven't used in 30 days and hit cancel.

2️⃣ Pay yourself first: Automate a small transfer to your savings account every payday.

What’s your favorite money-saving hack? Drop it in the comments below! 👇

📣 Thank you to everyone who joined us at The Woodshed Bar & Grill for our Medicare Workshop on Wednesday evening!We love...
10/10/2026

📣 Thank you to everyone who joined us at The Woodshed Bar & Grill for our Medicare Workshop on Wednesday evening!

We loved connecting with you all and hope you left feeling confident, clear, and well-informed about your options.

💡 Missed the event or have follow-up questions? We’re always here to help! Feel free to send us a direct message or drop your questions in the comments below. 👇

10/09/2026

Just a reminder that our office is closed today. We will be back on Monday.

10/06/2026

Our office will be closed this Friday, October 9th. We will be back in the office on Monday morning.

10/06/2026

Big news happening with Medicare Advantage plans in MN. Blue Cross Blue Shield (BCBS) is dropping their Medicare Advantage plans. They do plan to reintroduce them at some point but the current plans are being eliminated. This is on top of Humana, Health Partners, and UCare dropping their plans or scaling them back. There are about 600,000 Medicare Advantage participants in MN and these 4 carriers represent about 370,000 of those participants with BCBS representing more than half. So, all of the people on those plans will need to use the Open Enrollment period from October 15 - December 7 to select a new plan. That is the bad news. The good news is that because those plans are being terminated all of those participants have the opportunity to get guaranteed issue for new Medicare Supplement plans regardless of their health situation. MN has 87 counties and 18 of those counties next year will have no Medicare Advantage plan available in their counties. The remaining providers in MN will be increasing their premium to the 2nd highest average in all of the USA alongside also increasing their deductibles and copays. If you want to learn more about your options please call my office. You are not in this alone. We are here to help.

10/05/2026

Due to illness our office will be closed this afternoon. We plan to reopen tomorrow.

10/01/2026

Open enrollment starts on October 15th and runs through December 7th. Get information and make informed choices for yourself and your circumstances.

Address

409 Ash Avenue NW
Wadena, MN
56482

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+12186315988

Website

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