Understanding Today’s Financial Environment
I’m Scott Ellingson, a financial professional in Lake Elmo, MN. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (651) 439-7060 option 1 or toll free (800) 525-3230.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
How Income Taxes Work
A quick look at how federal income taxes work.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Term insurance is the simplest form of life insurance. Here's how it works.
Calculating your potential Social Security benefit is a three-step process.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
A change in your mindset during retirement may drive changes to your portfolio.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, cracking the code on bonds.
What is your plan for health care during retirement?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.