Email not displaying correctly? View it in your browser.




May 2021 Newsletter


Life doesn’t come with a manual; it comes with a mother. In honor of Mother’s Day, we want to celebrate the Mom’s in our lives. Where would we be without our mothers? With unconditional love, they’ve lifted us up and kept us grounded. They’ve stood by our side, cheered us on, and pushed us to reach our full potential. In honor of our Mom’s, we are sharing some of the best lessons we’ve learned from our Mothers.

Travis Krueger – The day I left for college my mom said, “I don’t care how much fun you have the night before, you had better get your butt up in the morning and take care of business.” True story, and I still apply it today.

Mark Kontz - Be happy with what you have. Make the most of your life. Surround yourself with those that love you. Live every minute to its fullest.

Brady Smidt -Never underestimate the power of a thank you note. I hated writing thank you notes as a kid, but as an adult, I know how much a simple little note can mean.

Zach Jacobsen – Go to church. My Mom always had us up on Sunday morning, going to church. It didn’t matter if we were tired, if it was cold outside if there was something else to do, we went to church. It was important that we kept God first & foremost in our lives and we went to mass every week.

Suzie Seydel – Do something, and do it well. Give 110%.

Makayla Boer – Be kind to everyone, no matter the situation.

Kathy Kontz - Be generous. My Mom was so giving. She gave of her time, her money, her possessions- she really lived by the “what’s mine is yours” rule, especially with her family.


Swenson Wealth Management Investment Advisor, Mark Kontz, was a guest on our local Keloland Living show on Friday, April 23, 2021. KELOLAND Living is an exciting daily, one-hour local lifestyle talk show airing at 2 PM CT Monday thru Friday.

Mark discussed how preparation is key for a successful retirement. He shared how Swenson Wealth Management can help you create a Retirement Income Plan, which is so important, by using the Compass Report.

The Compass Report gathers all of your potential income sources into one place including savings, investment accounts, annuities, social security benefits, pension benefits, or other resources. Then, year by year, the Compass Report maps out which accounts will provide income for that year and in what amount. This is a lot like the GPS on your phone giving you turn by turn directions. This highly detailed and personalized plan takes into consideration yearly changes in social security claiming status, required minimum distributions, and tax advantages of each account type. Don’t HOPE you have enough to last through retirement, make a detailed PLAN of how it will happen.

Call us if you are interested in knowing more about the Compass Report! 605-274-8707


Taking a Team Approach to Retirement Savings

Now that it’s common for families to have two wage earners, many married couples accumulate assets in separate accounts. They might each have savings in an employer sponsored plan and perhaps one or more IRAs as well.

Continue Reading Here



International Space Day¹ - May 7
US Customs made the Apollo 11 astronauts fill out a form for importing Moon rocks and dust into the United States on July 24, 1969, the same day they landed in the Pacific Ocean around Hawaii. The flight route was listed as Cape Kennedy, Florida, to the Moon and finally to Honolulu, Hawaii.

The Apollo 11 crew declared their cargo as “Moon rock and Moon dust samples.”


Don't Let a Disaster Keep the Lights Off Forever

In the fall of 2019, wildfires fueled by high winds erupted in parts of Northern and Southern California, threatening structures in multiple communities. Wildfires have long been a concern in this sunny and dry state, but in a recent twist, millions more residents and businesses were impacted when public utilities cut off power to help prevent downed power lines from sparking fires.²

Read More Here



Banana Pudding and Yogurt Parfaits

These parfaits are anything but ordinary!

Get Cooking


We’re thrilled to appear in these National Publications
Please click the icons to view our article.

Let's Get Social

Get to know us better!

Our Facebook page is a great way to get the latest company news and information, learn about upcoming events, and stay informed on everything happening in the world of retirement.

Like our page, join the conversation, and share your favorite content with us today!

Click HERE to view our page


Have you recently switched phone service or internet providers? There have been many times we've tried to contact clients only to find our info is outdated. Please let us know when you:
  • Change or add emails
  • Eliminate your landline
  • Add or change cell phone numbers

You can simply email us with this info to:

Or call us at

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


² The New York Times, October 31, 2019

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.


   This email was sent to {|RECIPIENT|}. Rather not receive it anymore? Unsubscribe