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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
    • About
      • Our Team
        • Nate Richter
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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
    • Client Testimonials
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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

retirement planning

Retirement Planning: The Ultimate Endless Summer Adventure

  • June 21, 2024
  • saltadmin
  • Retirement Planning
If you’re like some, you may have spent large parts of your working life missing the carefree summer days of your childhood. That is, of course, assuming you had...
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The Secure Act 2.0 Guide: 2024 Updates

  • February 27, 2024
  • saltadmin
  • Finance
On December 29th, 2022, the Omnibus Appropriations package was signed into law, introducing over 90 new provisions to enable employees and employers alike to establish or update their retirement...
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Key Financial Wellness Metrics for Near-Retirement Individuals

  • January 5, 2024
  • saltadmin
  • Finance
As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital....
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Recent Posts

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Securities offered through LPL Financial, Member FINRA | SIPC. Investment advice offered through Strategic Wealth Group, a Registered Investment Advisor. Salt Financial and Strategic Wealth Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, IA, IL, MI, MN, MO, ND, SD, TX, WI, FL, KS, LA, NV, OR.

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