How do the ultra-wealthy get away with paying fewer taxes than everyone else?
What are the strategies they use … that help them save a fortune?
It may surprise you, but many of the same strategies used by America’s richest …
Are also available to you! Learn four tax-planning strategies that could save you hundreds of thousands of dollars in retirement
Just because 2020 is in the rearview mirror doesn’t mean you can breathe a sigh of relief. The events from last year will have a lasting impact on the way we invest and plan for…
Massive tax increases could be just around the corner. And if you’re in or nearing retirement … This could take a huge chunk of your IRA, 401K and other tax-deferred retirement accounts. Discover the little-known…
When you retire you’ll likely end up in one of two camps. Either you don’t have a plan to generate income in retirement ... And you’ll be living in constant fear of running out of…
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!
