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June 2021 Newsletter


Have you had an urge to get outside and enjoy the sunshine? For some reason, we at Swenson Wealth Management have all had that urge for summer even more than usual.  And summer is going to be a busy one.

June brings the release of our new book, “Cultivating Financial Well-Being, Financial Planning with Midwest Values.”  Travis Krueger, Mark Kontz and Kathy Kontz collaborated in authoring a book that aims to help readers learn how they can take an integrated approach to retirement planning.

Interestingly, co-author, Kathy Kontz, turns 62 in June, and made the important decision to retire herself on July 1st of 2021.   After years of being an integral part of the business including marketing, communications and the development of the financial education seminars and materials, Kathy is ready to spend more time with her grandchildren and hobbies.  She really is retiring this time. 😊 

The book is available on Amazon but will be available at our June 24th Client Event for $5.  Swenson Wealth is going to match all proceeds from the sale of the book at the event and donate all proceeds to the Ronald McDonald House in Sioux Falls, SD.
Speaking of our Client Appreciation Event, we are hoping that clients that live in the Sioux Falls area will be able to join us Thursday, June 24th for a picnic dinner and entertainment.  It should be a fun night.  Invitations are going out in the mail this week.  Please, don’t forget to RSVP to Makayla at 605-274-8707.   

We can’t forget to mention June is also the time we honor the dads in our lives.  While Father’s Day might be the designated day to celebrate Dad’s, we celebrate all the positive things Father’s do in the lives of their children and grandchildren all year long. Fathers, we honor you. Happy Father’s Day!

Have a great month. Stay safe and healthy!   

Swenson Wealth Management Team

Travis, Mark, Brady, Zach, Suzie, Makayla and Kathy


Investment Advisor Representative, Travis Krueger, was a guest on the Keloland Living show on May 18, 2021.   Travis helped explain the different options between IRAs and 401(k)s available and how, with the help of Swenson Wealth Management, you can rest assured you’re setting up the right plan for you.


A Financial Wellness Plan Can Help Pave the Road to Retirement

If we've learned any lesson over the past year, it's that no matter how carefully we plan and prepare, we'll likely encounter unexpected hurdles. While a global pandemic has certainly underscored the need to pay close attention to our physical wellness, it has also revealed the need to shore up our financial wellness.

Continue Reading Here



Hot Air Balloon Day¹ - June 5
When the first hot air balloon was ready to take flight in 1783, it carried a rooster, a duck, and a sheep. The balloon travelled for 2 miles while tethered and was then brought safely back to the ground with the animals unharmed.


Asset Protection: Make Sure Your Umbrella Is Big Enough

People make mistakes, no one is perfect, and bad things happen to good people. These plain and simple truisms relate to many of the liability risks involved in everyday life. If something unthinkable occurs and a person is injured on your property, or you or a family member cause a serious car accident, you could be held legally responsible.

Read More Here




Southern-Style Egg Salad

These egg salad is primarily used to sandwiches and starting off summer right!

Get Cooking


We’re thrilled to appear in these National Publications
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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.


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