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    • Home
    • Safe Money Strategies
    • Health Insurance
    • Medicare 101
    • Your Safe Money Show
    • Financial Materials
    • Videos & FAQ
    • Todd's Blog
    • Links
    • Insurance
    • Our Team
    • Contact

320-679-5183 or 855-22MONEY

Sjoberg & Holmstrom, LLC
  • Home
  • Safe Money Strategies
  • Health Insurance
  • Medicare 101
  • Your Safe Money Show
  • Financial Materials
  • Videos & FAQ
  • Todd's Blog
  • Links
  • Insurance
  • Our Team
  • Contact

When to Retire 3-25-23

How to maximize Social Security spousal benefits. FCC tells mobile phone companies scam texts must be blocked. Retirement and the "When" word.

Scam texts must be blocked

How to maximize Social Security with spousal benefits

How to maximize Social Security with spousal benefits

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How to maximize Social Security with spousal benefits

How to maximize Social Security with spousal benefits

How to maximize Social Security with spousal benefits

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Retirement and the "when" word

How to maximize Social Security with spousal benefits

Retirement and the "when" word

Learn more

Jobs that offer traditional pensions 3-18-23

 There’s fewer pensions today but Todd will have the jobs that still offer traditional pensions, you might be surprised by some of these. Also he’ll have how long to keep tax records and other documents. And he talks about the “GO-GO” years and how much you can spend and still be okay.  

Jobs that offer traditional pensions

How long to keep tax records and other documents

How long to keep tax records and other documents

Learn more

How long to keep tax records and other documents

How long to keep tax records and other documents

How long to keep tax records and other documents

Learn more

Go Go years how much can you spend and be okay

How long to keep tax records and other documents

Go Go years how much can you spend and be okay

Learn more

Credit card balance transfer may be a bad idea 3-11-23

  Todd will have reasons why a credit card balance transfer may be a bad idea. Drug maker Eli Lilly cut insulin prices by 70%, Todd will share those details. And as another part of The Secure Act 2.0 you could soon be auto enrolled in a 401(k) plan.  

Credit card balance transfer may be a bad idea

You could soon be auto enrolled ina 401(k) plan

Credit card balance transfer may be a bad idea

Learn more

Eli Lilly cutting insulin costs

You could soon be auto enrolled ina 401(k) plan

Credit card balance transfer may be a bad idea

Learn more

You could soon be auto enrolled ina 401(k) plan

You could soon be auto enrolled ina 401(k) plan

You could soon be auto enrolled ina 401(k) plan

Learn more

Tips from Centenarians for living a happy life 3-4-23

  Todd will share how to roll over funds from a 529 college savings plan to a Roth IRA. This is new information from the Secure Act 2.0. Did you know the mortgage rate you get depends on your credit score? And car insurance rates have surged and where you live matters, he will go into detail on those two topics. Plus, Centenarians share tips for a happy life.  

Tips from Centenarians for living a happy life

How to roll over a 529 college savings plan to a Roth IRA

Tips from Centenarians for living a happy life

Learn more

Mortgage rate and credit scores

How to roll over a 529 college savings plan to a Roth IRA

Tips from Centenarians for living a happy life

Learn more

How to roll over a 529 college savings plan to a Roth IRA

How to roll over a 529 college savings plan to a Roth IRA

How to roll over a 529 college savings plan to a Roth IRA

Learn more

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