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Blog

pet-insurance
Brett Machtig | Jan 7, 2022

Pet Insurance, Cancer Insurance and Discounted Dental Plans: A Worthy Investment?

Insurance
Investments
Family
Disability
Health

Pet insurance. Cancer insurance. Discount dental plans.

You’ve likely heard about all of the above options, but if you haven’t purchased one, you may not fully

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apartment-house
Brett Machtig | Jan 3, 2022

Different Types of Mortgages

Finance
Credit
Property
Real Estate

If you’re currently in the market for a home, it will speed up the process considerably if you’re familiar with the various mortgage options available. Finding

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Brett Machtig | Dec 31, 2021

How to Create and Maintain a Budget

Finance
Savings

Whether you’re earning a six-figure salary or just out of college, creating and maintaining a budget is a must. Having a budget that you actually use can help

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default blog image
Brett Machtig | Dec 28, 2021

Infographic: Financial Literacy for Children

Finance
Education
Family
Savings
College
Lifestyle

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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Brett Machtig | Dec 27, 2021

It’s Never Too Late to Save

Retirement
Savings

Retirement can sneak up on you.

At one time, it seemed like a lifetime away, now it may be just around the corner. At one time you planned on working forever

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Brett Machtig | Dec 24, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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familyfinance
Brett Machtig | Dec 21, 2021

5 Things to Teach Your Kids About Finances

Education
Family
Savings

If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with commercials for everything from the

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affection-brunette-dog
Brett Machtig | Dec 20, 2021

Finance Cost of Owning a Pet

Family
Finance
Lifestyle

Has a dog or cat grabbed hold of your heart?  It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr or whimper can turn most of us into dog

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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Brett Machtig | Dec 17, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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living-room
Brett Machtig | Dec 14, 2021

Finance Home Costs

Finance
Property
Real Estate

There’s nothing more exciting than buying your first home. Whether it’s a condo for one, a sprawling mansion, or anything in between, buying your first home

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young-professional
Brett Machtig | Dec 13, 2021

Top 5 Things 20-Somethings Need to Do

Education
Savings
College
Lifestyle
Finance

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel

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woman-finance
Brett Machtig | Dec 10, 2021

Financial Designations

Finance
Education

Have you ever wondered exactly what those initials after a financial professional’s name mean?  You’re definitely not alone. The easy way to tell is to visit

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Contact

P: 952-831-8243
F: 952-831-5563
TF: 800-548-1820
E: bmachtig@machtig.net

 

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Bloomington MN 55437

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Securities offered through United Planners Financial Services, member FINRA / SIPC. Advisory Services offered through Capital Advisory Group Advisory Services LLC. Capital Advisory Group Advisory Services LLC and United Planners are independent companies.

Brett Machtig, Roger Anderson, Todd Morris, Mark Foreman, Michael Ruggieri, are registered to conduct securities business in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington or Wisconsin. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. CA License #0B33199

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