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.
Helpful Content
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
To choose a plan, it’s important to ask yourself four key questions.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
View all calculators
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.