As we age, we are increasingly confronted by those younger who insist on pointing out “things have changed,” and they, as part of the younger generation (which they take pride in telling us we are not), know a better way to go about planning for the future than we do. While certainly, there are new […]
As we approach year end we are frequently being asked about what we call “Lost 401k” accounts. Perhaps you changed jobs, or your employer went out of business or merged with another company, or maybe you’ve just put the memories of a workplace that you left years ago far, far behind you. And now, you
According to a national survey for LiveCareer in June, about 61% of working Americans are more afraid of retirement than of death. Why is this? The survey suggests the reason is that many Americans are financially unprepared to retire. About 20% of Americans ages 50 and older were shown to have no retirement savings according
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We have been asked to explain the reason why some financial institutions ask for the name of a person that is often referred to as a “trusted contact.” There is frequently confusion about what rights that person has, specifically if they have access to any account their name is provided for. The simple answer is,
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MN Insurance License #40154183
WI Insurance License #13566251
IA Insurance License #13566251
MN Insurance License #40385178
WI Insurance License #3001059504
IA Insurance License #1002231384
1249 Whitewater Avenue
Saint Charles, MN 55972
1530 Greenview Drive SW #114
Rochester, MN 55902
306 Main Street #7
La Crescent, MN 55947
1176 Frontage Road East #1
Owatonna, MN 55060
1817 State Highway 9, Suite 4
Decorah, IA 52101
*Our fixed products are backed by the claims paying ability of the carrier. **Our fixed products offer a reasonable rate of return, over time.
Justin Mundt is an Investment Advisory Representative of Realta Investment Advisors, Inc. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies. Advisory services offered by registered individuals through Transce3nd, LLC, a SEC registered investment advisor. Transce3nd, LLC and Mundt & Associates are not affiliated entities.
Compensation received by licensed insurance agents for the sale of fixed annuities and other insurance products are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. All insurance and investment strategies have the potential for profit or loss. Always consult with a licensed insurance professional who is qualified to evaluate your specific circumstances and to offer a professional opinion with respect thereto. Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes.
