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Blog

Basketball hoop.
Brett Machtig | May 16, 2022

How To Hit Your Savings Goals

Savings
Goals are one of the principal starting points of any financial plan. It may seem like the idea of goal setting is reserved for life’s biggest adventures, but
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Man in a graduation cap and gown
Brett Machtig | May 13, 2022

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Cartoon Robot.
Brett Machtig | May 10, 2022

What's the Deal with Robo Advisors?

Technology
Robo Advisors
If you follow any financial publications, there’s no doubt that you’ve seen the words “Robo Advisor” splashed across the pages. It’s flashy, it’s buzzy, but
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Brett Machtig | May 9, 2022

Financial Planning in Your 30s: The 3 Goals Every 30-Something Year Old Should Have

Finance
30 is a divisive number. To the young, it’s the time when you’re thrust into full blown adulthood, whether you’re ready or not. To the young at heart, 30 may be
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Group of students studying.
Brett Machtig | May 6, 2022

Why Young People Still Need Financial Professionals

Finance
It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young
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Male stretching on patio.
Brett Machtig | May 2, 2022

Get In shape - Financial Fitness 101

Finance
Lifestyle
We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in
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Windy road.
Brett Machtig | Apr 26, 2022

How to Crack Into the World of Financial Planning

Finance
Savings
Lifestyle
Millennials get a bad rep. Too often does the media say that they’re lazy, unmotivated to work hard, and frivolous with their spending habits. On a weekly basis
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Brett Machtig | Apr 25, 2022

Student Debt - 4 Tips to Get Your Finances to a Passing Grade

College
Savings
Finance
So you’ve got your degree, now what? These days, only on television is landing your dream job after graduation a thing that could actually happen.
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Two men sitting at a table and having a conversation
Brett Machtig | Apr 22, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Brett Machtig | Apr 19, 2022

Infographic: How to Choose the Right Investment Advisor

Investments

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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Married couple in front of lake.
Brett Machtig | Apr 18, 2022

Financial Planning for Newlyweds

Finance
Lifestyle
Family
Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about
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Happy couple.
Brett Machtig | Apr 15, 2022

Pay Yourself First - The Holy Grail of Personal Finance

Finance
Lifestyle
Savings
Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick
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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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*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.

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