Goldstrand Planning Group

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• Naming a Trusted Contact It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm
• Learn why

Naming a Trusted Contact

It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm Learn why

• Talk About These Money Matters Before the Wedding Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss

Talk About These Money Matters Before the Wedding

Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss

• Sectors: Overweight, Underweight, or Just Right? Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting

Sectors: Overweight, Underweight, or Just Right?

Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting

• How Long Should You Keep Financial Records? The end of tax season might be a good time to organize financial records
• Discover guidelines to help you decide what to keep and what to discard

How Long Should You Keep Financial Records?

The end of tax season might be a good time to organize financial records Discover guidelines to help you decide what to keep and what to discard

• Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73

• Home Affordability Estimate of the maximum amount of financing you can expect to get when you begin house hunting

Estimate of the maximum amount of financing you can expect to get when you begin house hunting

• Roth IRA Conversion This calculator can help you determine whether you should consider converting to a Roth IRA

This calculator can help you determine whether you should consider converting to a Roth IRA

• Impact of Inflation Estimate the future cost of an item based on today’s prices and the rate of inflation you expect

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect