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    • Home
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    • Process
      • Six Areas of Planning
      • Plan Steps
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Salt Financial
Salt Financial
  • Home
  • About
    • Our Team
      • Nate Richter
      • Matthew A. Peterson
      • Jon Kattke
      • Joy Hess
      • Carol Richardson
      • Michelle Jensen
    • What We Do
    • Blog
    • Weekly Market Commentary
  • Process
    • Six Areas of Planning
    • Plan Steps
  • Client Testimonials
  • Contact
  • Client login

Finance

Your Financial Fresh Start: 12 Resolutions in 12 Months

  • December 29, 2023
  • saltadmin
  • Finance
Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want to get...
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Ringing in the New Year in Your Golden Years

  • December 26, 2023
  • saltadmin
  • Finance
Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and finances is essential....
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Give the Gift of a Lifetime

  • December 15, 2023
  • saltadmin
  • Finance
If you ask someone their favorite part of the holiday season, giving or receiving gifts will likely be their response nine times out of ten. Gift-giving is a huge...
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Your Traditional 401(k) Year-End Review Checklist

  • December 8, 2023
  • saltadmin
  • Finance
A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money from each paycheck to...
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TALKING TO YOUR CHILDREN ABOUT INHERITANCE

  • December 2, 2023
  • saltadmin
  • Finance
Generational wealth involves financial planning, where parents or grandparents pass wealth to loved ones after they die. Entrusting family members with receiving an inheritance is more than just getting...
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Protecting Your Financial Information Online

  • November 24, 2023
  • saltadmin
  • Finance, IT Technology
More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks. While nothing can guarantee complete safety on...
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Being Thankful for Financial Wellness

  • November 17, 2023
  • saltadmin
  • Finance
‘Tis the season to give thanks for the many blessings that you have received throughout the year and blessings that help you as you move into the future. One...
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FAMILY WEALTH TRANSFER PLANNING

  • November 11, 2023
  • saltadmin
  • Finance
What is family wealth, and how do you preserve it?   You have worked hard for years and accumulated wealth. You earned this money through your job, investing, and...
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A Year-End Wealth Planning Guide

  • November 3, 2023
  • saltadmin
  • Finance
As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide,...
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Investing in Your 60s and Beyond

  • October 21, 2023
  • saltadmin
  • Finance
Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, “When do I retire?” And once you crack open your...
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