Broker Check

12445 55th Street North
Suite B
Lake Elmo, MN 55042

Scott Ellingson

(651) 439-7060 ext 1

 
Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

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.

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Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

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Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Social Security Tax Estimator

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

 

Rebalancing Your Portfolio

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Year-End Charitable Gifting and You

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3 Estate Challenges for Blended Families

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Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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Explore how compound interest can grow your money over time with this interactive tool.

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Estimate your potential federal capital gains tax liability on the sale of an asset.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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See how long your current savings might last if a disability interrupted your income.

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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