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Joe Lucey

Attention: Upcoming Educational Event on September 8th on How To MAXIMIZE Your Social Security Income

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We wanted to give you a quick heads up on something. If you haven’t already heard the news, we are doing an exclusive educational event on “How to MAXIMIZE Your Social Security Income”. This is a topic that our clients have expressed quite a bit of interest in lately and we feel it could be of tremendous benefit to you and your spouse as well.

During this educational event, we’ll be walking step by step through everything you need to know about Social Security including the most recent sweeping changes to your election options, and we’ll be spending time to answer any remaining questions you may have. Because of the huge amount of interest we have seen in this topic lately, we expect this event to fill up quickly. So if you are at all interested we highly encourage you to sign up for you and your spouse to attend today. Here are the details for you to join us:

  • When: Thursday, September 8th at 6:30 PM
  • Where: 5775 Wayzata Blvd. Suite 820, St. Louis Park, MN 55416

CALL 952-460-3260 OR CLICK HERE FOR MORE INFO AND TO SIGN UP NOW!

You may be thinking that you already know everything there is to know about how to maximize your social security income, but trust me you won’t want to miss this educational event. The time you and your spouse or guest invest in this will save you a TON of time and money as well as give you exclusive insight into what works best for your unique situation.

CALL 952-460-3260 OR CLICK HERE FOR MORE INFO AND TO SIGN UP NOW!

Someone will contact you to confirm your reservation

Independence Day

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Congress voted to draft the Declaration of Independence on July 2nd, 1776 they asked Thomas Jefferson to write the document. It was revised, approved and signed 2 days later on July 4th. At the time, there was some debate about whether July 2nd or the 4th would be considered the anniversary of American independence.

To observe the anniversary a 13 shot salute was fired twice on July 4th, 1977 in Bristol, Rhode Island. Other cities and towns began to celebrate the holiday with meals, parades, music, and fireworks. Independence Day was declared a federal paid holiday in 1938.

Jefferson and Declaration signer John Adams both died exactly 50 years later on July 4, 1926. James Monroe, another signer, and former President passed away on July 4th, 1931. Future President Calvin Coolidge was born on July 4th, 1872.

We celebrate the foresight of the forefathers that crafted the Declaration of Independence.  We hope you enjoy the coming holiday.

If you’re interested in the financial independence that grows from a sound retirement plan, we can help. Call us for a free review at 952-460-3260,

or listen in! Every Saturday Derek Fautsch and Joe Lucey talk about retirement planning on Secured Retirement Radio at 9 am on KTLK 1130 A.M. in the Twin Cities.

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The Greatest

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I was trying to describe the legend of Muhammad Ali to my sons. I explained boxing’s popularity through the 80’s and that this combined with Ali’s skill, wit and charisma made him a larger than life character for generations. In his lifetime Ali was a friend to many big and small, he dined with heads of state and once talked a suicide jumper from a 9th-floor perch. Except for Tiger Woods, I can’t think of a sports celebrity who has approached Ali’s level of recognition. We may never again see the likes of this kind of celebrity again.

Ali retired in the early 80s living bravely with Parkinson’s until he passed away last week. He was truly one of “The Greatest”.

Every Saturday Derek Fautsch and Joe Lucey talk about retirement planning on Secured Retirement Radio at 9 am on KTLK 1130 A.M.  in the Twin Cities. If we can help you be informed about retirement options. Call us for a free review at 952-460-3260.

The Legacy of Memorial Day Started in 1868

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Memorial Day originated as Decoration Day and separate holidays in the northern and southern United States to honor and decorate the graves of fallen soldiers after the civil war, beginning in 1868.

The holiday was later merged into a common date and revised to honor all who had died during their military careers. It was observed on May 30th until 1970 when it began observance on the last Monday of May.  For many, Memorial Day marks the symbolic beginning of summer.

Most of us know of or are related to veterans that have perished while in service to their country. This Memorial Day we honor all of the members of the US military past and present.  

Every Saturday Derek Fautsch and Joe Lucey talk about retirement on Secured Retirement Radio at 9 am on Talk Radio KTLK 1130 A.M.  in the Twin Cities.

If we can help you or a loved one be informed about retirement options call us for a free review at 952-460-3260.

 

High School Reunions

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High school sweethearts Bob and Sue stopped to eat on the journey to their 40th class reunion.  After dining, about an hour down the road, Sue told Bob that they must return to the restaurant to retrieve her forgotten glasses. Bob made the U-turn and grumbled mightily all the way back on the return trip. Once parked in front of the restaurant, Sue exited the car. Bob then shouted, “while you’re in there you might as well ask for my wallet and credit cards too”.  By my count, the bicentennial class of 1976 turns 58 this year. Class reunions are good reminders to assess where you have been and where you are going, as retirement and 50th class reunions come up fast.  Take the time during these milestones to plan ahead for retirement and 30 years without a paycheck. Plan to enjoy the golden years.

CFPs Joe Lucey and Derek Fautsch talk about legacies, retirement income, tax relief, and Social Security every week on Secured Retirement Radio 9:00 am Saturdays on KTLK 1130 am Twin Cities.

If it’s time to plan your retirement, call 952-460-3260 for a free review

What do Sean Connery, Phoebe Cates, Gene Hackman, Roger Moore and Victoria Principal have in common?

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These five remarkable stars are not starring in a sequel to the Big Chill, though that could be a legitimate guess. These five stars are retired from show business if there is such a thing.

I imagine that celebrity retirement has its challenges, including endless requests for autographs, being asked when they will return to the movies, and don’t forget the tabloids hounding them for scrutiny of their appearance among other things.

I imagine that they probably live in quieter places now. They may even work with a financial planner to stretch their income and investments, save on taxes, and strategize to maximize Social Security.

Whether you’re a celebrity or looking forward to celebrating your own impending retirement, it takes careful planning to ensure your enjoy your golden years. CFPs Joe Lucey and Derek Fautsch talk about retirement weekly on Secured Retirement Radio, Saturdays at 9:00 am on KTLK 1130 am Twin Cities.

For help in your planning, your retirement calls 952-460-3260 for a free review.

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Danielle Christensen

Paraplanner

Danielle is dedicated to serving clients to achieve their retirement goals. As a Paraplanner, Danielle helps the advisors with the administrative side of preparing and documenting meetings. She is a graduate of the College of St. Benedict, with a degree in Business Administration and began working with Secured Retirement in May of 2023.

Danielle is a lifelong Minnesotan and currently resides in Farmington with her boyfriend and their senior rescue pittie/American Bulldog mix, Tukka.  In her free time, Danielle enjoys attending concerts and traveling. She is also an avid fan of the Minnesota Wild and loves to be at as many games as possible during the season!