Skip to main content
menu
  • Home
  • About
    • Our Standard of Care
    • Our Beliefs
    • Our Ethics
    • Investment Process
    • Team
    • Our Five-Point Process
    • Strategic Partners
  • Meet Brett Machtig
    • Brett's Journey
  • Resources
    • Financial Calculators
    • Useful Links
    • Blog
  • Contact
  • Login
  • Interaction

Blog

Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Brett Machtig | Oct 7, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
Read More
Brett Machtig | Oct 6, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
Read More
Elderly person holding a stress ball
Brett Machtig | Sep 30, 2022

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

Read More
A black and white image of a couple laughing
Brett Machtig | Sep 28, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
Read More
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Brett Machtig | Sep 23, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More
Hand holding a page with several charts on it
Brett Machtig | Sep 15, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Read More
Hand holding a large bundle of balloons
Brett Machtig | Sep 8, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Read More
Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Brett Machtig | Sep 2, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
Read More
A couple working in their kitchen together
Brett Machtig | Aug 31, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
Read More
Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Brett Machtig | Aug 4, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
Read More
A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Brett Machtig | Aug 1, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Read More
Focused young woman shopping online on her laptop
Brett Machtig | Jul 29, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Current page 6
  • Page 7
  • Page 8
  • Page 9
  • Page 10
  • Next page Next ›
  • Last page Last »

Contact

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

 

Login ›

Address

5270 West 84th Street
Suite 310
Bloomington MN 55437

Mon – Fri: 8:00 AM – 5:00 PM
Sat – Sun: By Appointment

FORM CRS

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

Insurance-related services may not be provided to individuals residing in any states other than Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, Washington, Wisconsin.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

Links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation, or other affiliation with respect to any third parties or their content. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

*Neither Capital Advisory Group Advisory Services nor United Planners provide tax or legal advise. We work with you and your legal counsel to assist you with your estate plan.

© 2025 The Capital Advisory Group Advisory Services, LLC. All rights reserved.