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FINANCIALLY FOCUSED


July 2021 Newsletter

 
 





Happy 4th of July from all of us at Swenson Wealth Management!!

Can you believe we are over halfway into the year? Due to the pandemic in 2020, it seems that Summer last year took a “vacation”. This Summer, we hope you can take some time for family vacations, parades, and backyard fun.

Swenson Wealth Management Team

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


 


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.
 

 

Pension or Lump Sum: Which Should You Choose?

Traditional pensions, which promise lifetime income payments in retirement, have become less common in the private sector, with only about 10% of workers currently participating in a traditional pension plan. However, pensions are still widely offered in federal, state and local government employment, and 61% of workers expect a pension to be a major or minor source of retirement income.¹


Continue Reading Here

 

 

Fruit Fit For A King²
 
The pineapple made its way to England in the 17th century and by the 18th century, being seen with one was an instant indicator of wealth — a single pineapple could cost the equivalent of $8,000 today. In fact, the fruit was so desirable and rare that consumers often rented a pineapple for the night to show off to fellow party-goers.
 

 

A Backup Plan for Your Paycheck

Your ability to earn a paycheck may be your most valuable asset. In a 2020 survey, two out of three people said it would take six months or less for their household to face a financial impact if the primary wage earner became disabled. Half said they would use their personal savings, and many would have to ask for help from their families, take our loans, or tap retirement accounts.³

Read More Here

 

 

Strawberry Ice Cream

Use your ice cream maker to create this rich and creamy strawberry ice cream.

Get Mixing!

 


We’re thrilled to appear in these National Publications
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¹ https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf ?sfvrsn=84bc3d2f_7
² https://www.foodbeast.com/news/til-people-used-to-rent-pineapples/
³ https://www.limra.com/siteassets/newsroom/industry-trends/2020-images/DIAM2020factsheet.pdf

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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