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FINANCIALLY FOCUSED

September 2021 Newsletter

 

 



Can you believe we are in September already and Autumn is just around the corner? Autumn is a season of change, a transition of Summer into Winter. Leaves change color, the temperature grows colder, and daylight starts growing shorter. This season creates the perfect setting for a sense of comfort, warmth, and reflection.

Are you comfortable with and feel good about your finances? There is no magic formula or one simple trick that allows you to never have to worry about money management or finances. But we are here to help you with your financial and retirement goals. Give us a call at 605.274.8707.

We want to recognize Labor Day, Monday, September 6. Our office will be closed that day to pay tribute to the contributions and achievements of American workers.

Respectfully,

Your Swenson Wealth Management Team

Travis Krueger, Mark Kontz, Brady Smidt, Makayla Kontz and Suzie Seydel


 
Click on the video below to learn more about our firm!

Swenson Wealth Management: About The Firm:

 
 

 



Have You Chosen Your Retirement Lifestyle?

We all spend decades working and saving toward the far-off retirement of our dreams. And while we may all have ideas about what we want to do, have you ever thought about your actual retirement lifestyle will be?

Read More Here

 

 

Tools By Mail¹
Thanks to 3D printing, NASA can basically “email” tools to astronauts. Getting new equipment to the Space Station used to take months or years, but the new technology means the tools are ready within hours.
 

 

Tips for Managing an Inheritance

As the beneficiary of an inheritance, you are most likely to be faced with making many important decisions during an emotional time. Short of meeting any required tax or legal deadlines, don't make any hasty decisions concerning your inheritance.


Continue Reading Here

 

 

Sesame-Lemon Pickled Cucumbers

With a simple cold brine of water, vinegar, sugar, and salt, this pickle recipe is open to so many additional layers of flavor.

Get Mixing!

 

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
 

PLEASE KEEP US IN THE LOOP

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:

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://www.rd.com/list/interesting-facts/

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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