About Elizabeth PaigeElizabeth Paige has been a Registered Representative in the financial services industry since 1994. She has dedicated the majority of her career to working with employer sponsored retirement plans. Prior to joining Waterfront Financial Group, Elizabeth was a Relationship Manager for Great West Financial, and also worked as an Education Consultant for both Transamerica Retirement Services and Diversified Investment Advisors. “I am passionate about empowering people to save for retirement and pursue their financial dreams. I’ve been told my passion shows in my ability to effectively communicate on all levels. Nothing is more rewarding than being able to help simplify a complex concept, and bring new understanding that could change the course of someone’s life.” A tried and true Viking’s fan, Elizabeth grew up in Minneapolis and graduated from Roosevelt High School. She completed her Bachelor in Arts degree at Concordia University in St. Paul. Elizabeth now resides on Lake Minnetonka with her two “nearly grown” children. She is an avid runner and enjoys skiing, travel, boating and interior design.
Next to “When should I claim Social Security benefits?” one of the more common questions people have is “How much will I receive?” Calculating your potential Social Security benefit is a three-step process: Calculate Your Average Indexed Monthly Earnings (AIME): The highest 35 years of indexed earnings is added together. It is then divided by [...]
Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ The 2015 “Dirty Dozen” Identity Theft Using your personal information, an identity thief can file a fraudulent tax return and claim a refund. If you’ve been a victim of [...]
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Call me to discuss your financial situation at (952) 236-1755 or fill out the form below. I look forward to hearing from you!
Over half of Americans do not own any stocks, or stock-related investments, such as mutual funds, according to Bankrate’s Money Pulse survey.¹ Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough. Why Invest? Make Money on Your [...]
Most portfolios are constructed based on an individual's investment objective, risk tolerance and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified portfolio, appropriately positioned to pursue their long-term goals.¹ However, as a retiree, how you choose to live in retirement may be an additional [...]
While many people are familiar with the benefits of a traditional 401(k) plans, others are not as acquainted with Roth 401(k). Since January 1, 2006, employers have been allowed to offer workers access to Roth 401(k) plans.¹ And some have rolled out offerings as part of their retirement programs. As the name implies, Roth 401(k) plans [...]
The average credit card balance in June 2015 was $15,706, down from its peak of $18,600 in 2009.¹ With the average credit card annual percentage rate sitting at 14.9%, it represents an expensive way to fund spending.² Which leads many individuals to ask, “Does it make sense to borrow from my 401(k) to pay off [...]