Jonathan J. Ehresmann - Fidant Wealth Partners

01/15/2024

Today we recognize the life and leadership of Dr. Martin Luther King Jr. What acts of service can you do to honor his legacy in your community?

01/01/2024

Wishing you and yours a happy New Year! May 2024 be filled with many blessings and new opportunities.

12/25/2023

Sending heartfelt wishes to you and your family for a celebration full of wonder and joy. Merry Christmas! ✨

11/23/2023

Thanksgiving is a special time to gather with loved ones. We break bread together, count our blessings and share our gratitude for the things that matter most. Happy Thanksgiving to you and yours!

11/15/2023

Want to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy.

Take a look at these options and let’s connect. 👇🏼

Maximize your impact with a financial strategy that minimizes taxes.

11/11/2023

Today we honor our veterans who have served and sacrificed to protect our freedom. Thank you for all you’ve given.

11/06/2023

Did you know permanent life insurance can support a range of estate planning goals?

From paying down estate taxes to creating generational wealth, here are 5 ways it can help support your legacy. 👇🏼

Life insurance is one of the most important planning tools you can use to prevent your loved ones from facing financial stress after you die. The money typically provides a tax-free benefit to your heirs, and they can use it for any purpose, including paying for their daily expenses and your…

10/19/2023

The stress of higher interest rates is beginning to take its toll on the economy. Under these conditions, bonds have become increasingly attractive. Read Thrivent's 4th Quarter 2023 Outlook for more.

The Fed intends to keep interest rates higher for longer, and that stress of higher interest rates is beginning to take its toll on the economy.

10/09/2023

Saving for retirement is one piece of the puzzle, but have you thought about your spending strategy?

A solid spending strategy helps you anticipate all your possible expenses in retirement—which is key to making your money last a lifetime.

Learn more 👉 https://bit.ly/3EGbeTW

10/02/2023

When planning for retirement, sometimes it’s best to expect the unexpected.

It’s never too late to ensure your strategy accounts for unpredictable costs in retirement, like higher taxes and increased health care.

Explore your options and reach out to discuss. 👇

Explore new strategies for your retirement that can help ensure your savings last a lifetime.

09/25/2023

Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ

Take a look, then let’s schedule a time to talk about your family’s needs.