FINANCIALLY FOCUSED


March 2021 Newsletter

Can you believe it is March already? Spring will be here before we know it and that, typically, means spring-cleaning for a lot of us.

So, how about a Financial Spring Cleaning? You can clean out your financial junk drawer and organize those financial papers that may have piled up in your life.

First, we encourage you to shred old financial documents you don’t need. Old documents may contain a lot of juicy information about you that an identity thief would love to have.

Next, locate all of your important documents: your Will, Trust, Power of Attorney, Health care Power of Attorney, Living Will (also known as a Directive to Physicians), HIPAA Release, (Allows your family to obtain important information about your medical condition and treatment if you were to become incapacitated), and all other Insurance and Financial documents, Titles, Loan agreements, etc. These should all be kept in a fireproof safe, or safe-deposit box, or better yet in a PDF form in your Generational Vault.

When you partner with Swenson Wealth Management, you receive access to our Generational Vault, a secure online portal that allows you to easily organize, manage, and access your financial life and other important documents. This secure online portal provided for each of our clients provides a place for you to upload important documents and view your financial information.

The Generational Vault helps to ensure that all of your important information will be safe, secure, and accessible anytime, anywhere. All data is secured with an SSL Certificate that uses a 2018-bit public encryption key, one of the strangest available, to help protect your financial life.

And since you might not be the only person who needs access to the information and documents in your Generational Vault, you can manage your Generational Vault data authorizations so that your loved ones will be able to access your financial and legal information when it matters most.

With the Generational Vault, we can make life easier. Here, the goal is to help you have access to all your important documents as well as your different assets and accounts behind a single login. Instead of compiling information from multiple places, you can go to one spot to find everything you need. Plus, you can store family pictures, and videos in the document section.

 The information is secure, backed up and available wherever you have an internet connection. Call to learn more about how you can get started with Generational Vault on our website and start your spring financial cleaning.

Have a great March!  May the “Luck of the Irish” be with you. 

Travis 402-992-1117
Mark 605-351-5060
Zach 605-231-3290
Brady 605-553-5067

 

 

Swenson Wealth Management agent, Zach Jacobsen, has a lot to celebrate!

On December 30^th, Zach and his wife, Chelsea Jacobsen added a beautiful little Miss to their family.  We introduce you to Deni Mae Jacobsen, born 12/30/20, weighing in at 6 lbs. 7 oz and measuring 20 inches long.  Deni Mae joins big brothers, Brody and Shepard.  We can already tell this little lady is going to have daddy wrapped around her little finger. 

We are also proud to announce that Zachary Jacobsen has completed the process to become an Investment Advisor Representative (IAR) at Swenson Wealth Management. By completing this process, Zachary is able to offer comprehensive financial planning to clients and specializes in working with clients interested in Retirement and Social Security planning.  Please join us in congratulating Zach on his accomplishment. 

An Investment Advisor Representative is registered with the state’s securities regulator.  An IAR has completed the testing and education requirements to provide investment advice to our clients. 

How To Get Over Retirement Fears

As it’s depicted in popular culture and advertising, looking ahead to retirement is a time of great excitement and optimism. After all, if you’re in your 60s, you’ve likely been going to work every day for 40 years or more. So, retirement means you can spend your time doing the things you’ve always wanted to do.

Continue Reading Here

Four Tips to Regain Your Retirement Savings Focus in 2021

In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.² Investor confidence was continually tested as the year wore on, and it’s likely that this percentage rose — perhaps even substantially. If you find yourself among those feeling stressed heading into the new year, these tips may help you focus and enhance your retirement savings strategy in 2021.

Read More Here

Black Bean and Corn Salad

Enjoy the feeling of spring with a fresh salad!

Get Cooking

PLEASE KEEP US IN THE LOOP

• Change or add emails
• Eliminate your landline
• Add or change cell phone numbers

You can simply email us with this info to:

WendyN@swensonag.com

MakaylaBoer@swensonag.com

Or call us at 605-274-8707

Also, consider adding us to your email address book. It will ensure you receive our correspondence

¹ https://listverse.com/2019/03/04/10-cereals-with-strange-and-interesting-backstories/
² https://listverse.com/2019/01/01/10-unusual-wedding-traditions-fromaround-the-world/

Investment advisory services offered through Alternative Investment Advisors, LLC, an SEC Registered Investment Advisor. Alternative Investment Advisors, LLC and its advisors do not render tax, legal or accounting advice. Fixed insurance products and services are offered through Swenson Wealth Management.

Swenson Wealth Management and their individually licensed and appointed insurance agents, and Alternative Investment Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.