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Cashflow Management, Investment Planning, Risk Management, Tax Strategies, Wealth Management, Retirement Planning, Succession Planning, Estate Planning, and so much more.

    • Home
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      • Our Team
        • Nate Richter
        • Matthew A. Peterson
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        • Joy Hess
        • Carol Richardson
        • Michelle Jensen
      • What We Do
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      • Weekly Market Commentary
    • 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

Staying Physically (and Fiscally) Fit as You Age

  • October 14, 2023
  • saltadmin
  • Finance
Aging is a natural process that everyone goes through, but how we age can be significantly influenced by our daily habits. Staying fit and healthy as we grow older...
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Financial Planning Strategies

  • October 7, 2023
  • saltadmin
  • Finance
Let’s assume your financial planning is way ahead of your friends. You have saved, invested well and paid off your debts. And while it’s easy to pick your retirement...
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Finding Focus with Financial Planning: A Step-By-Step Guide

  • September 28, 2023
  • saltadmin
  • Finance
You have probably heard about financial planning and its potential benefits, but you are unsure how to apply the principles to your life. A financial plan is a collection...
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Disconnect Between the Markets & the Economy

  • September 23, 2023
  • saltadmin
  • Finance
U.S. stock markets continue to trend up as optimism returns to Wall Street while Main Street USA continues to struggle. For sure there is plenty of social unrest around...
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A Fall Financial Checklist

  • September 16, 2023
  • saltadmin
  • Finance
For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for...
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Breaking Out of Recession Burnout

  • September 9, 2023
  • saltadmin
  • Finance
Nearly 1 in 3 Americans report that they aren’t prepared for a recession — despite the near-constant drumbeat of recession talk from media and economic experts alike.1 This lack...
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5 Life Events That Impact Your Life Insurance Needs

  • June 1, 2023
  • saltadmin
  • Finance
A life insurance policy is part of financial planning. Life insurance is there to help ease the financial trauma that comes with the loss of a spouse, parent, or...
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Annuities: Pros, Cons and a Huge Heap of Details

  • June 1, 2023
  • saltadmin
  • Finance
Annuities often get a bad rap as insurance products – and often rightly so Life insurance buys financial protection against your premature death. Here’s the how-to on another insurance...
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Understanding Your Homeowners Policy

  • June 1, 2023
  • saltadmin
  • Finance
Reading a homeowners insurance policy for the first time can be intimidating. With all the jargon, exclusions, and conditions you’ll encounter, you may start thinking that Mom was right–you...
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Are You Retirement Ready? 5 Ways to Help Your Parents Prepare for Retirement

  • June 1, 2023
  • saltadmin
  • Finance
The sandwich generation is a term commonly used to describe those between the ages of 40 and 59 who are responsible for raising their family and are also often...
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Salt Financial
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