Landmark Wealth Management Group

Landmark Wealth Management Group Through customized financial guidance we help make the complex simple, bringing clarity and order to our clients’ financial lives.

We have offices in the Twin Cities, Silicon Valley, and Ontario, California. Landmark Wealth Management Group - an independent practice of Thrivent Advisor Network

landmarkwealth.com

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the United States, which it awards to individua

ls who successfully complete the CFP Board's initial and ongoing certifications requirements.

* JD is an educational degree and holder does not provide legal services on behalf of Thrivent or any of its affiliates.

10/16/2024

We are excited to share the news that we have joined Beacon Pointe Advisors! For future news and updates from our team, please like/follow Beacon Pointe Advisors.

10/16/2024

/PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") announces its latest acquisition of Landmark Wealth Management Group ("Landmark") based in Lake Elmo,...

🚨 Medicare Open Enrollment is here! 🚨Key Dates:🗓️ Start: October 15, 2024🗓️ End: December 7, 2024This annual window is y...
10/11/2024

🚨 Medicare Open Enrollment is here! 🚨

Key Dates:
🗓️ Start: October 15, 2024
🗓️ End: December 7, 2024

This annual window is your opportunity to:
🔍 Review Your Coverage: Ensure your current plan still meets your needs.
📊 Compare Plans: Explore new options that might offer better benefits or lower costs.
🔄 Make Changes for 2025: Adjust your plan to better suit your health and financial situation.

💡 Did You Know?
👉 Medicare Advantage Plans: These often include extra benefits like vision, dental, and wellness programs that Original Medicare doesn't cover.
👉 Prescription Drug Plans: Even if you don't take many medications now, enrolling in a Part D plan can protect you from high costs in the future.
👉 Medigap Policies: These supplemental plans can help cover out-of-pocket costs not covered by Original Medicare, such as copayments, coinsurance, and deductibles.

📞 Questions about Medicare and your financial plan? Let's chat. We're here to help you navigate your options and ensure your healthcare coverage aligns with your financial goals.

🚨 Are You Doing These to Protect Your Identity? In today's digital age, identity theft is a major threat. Take a moment ...
10/09/2024

🚨 Are You Doing These to Protect Your Identity?

In today's digital age, identity theft is a major threat. Take a moment to check if you're taking these steps to help safeguard your personal and financial info:

✅ Freeze your credit: Prevent unauthorized access to your credit report by freezing your credit

✅ Don’t let your mail sit uncollected for too long. Don’t give thieves time to steal sensitive documents from your mailbox.

✅ Consider shredding documents with personal information. A household shredder can be used on documents with personally identifiable information.

✅ Opt out of prescreened credit offers: Manage the risk of fraud.

✅ Use unique passwords: Don’t use the same password for your accounts.

✅ Bypass the PIN at the gas pump. Use your zip code instead of your PIN, if possible.

✅ Safe disposal of digital devices. Properly disposing of old digital devices is a key–but often overlooked–part of identity theft.

✅ Consider identity theft protection services for added security.

If you suspect identity theft, watch for signs like unexpected bills or loan denials. The next step to consider is placing fraud alerts or security freezes on your credit reports.

Protecting your identity is crucial for financial health. Stay vigilant and implement these measures. If you have concerns, reach out. We're here to help provide you with information that can help improve your personal finances. 💼💡

October is National Cyber Security Awareness Month! 🖥️🔒 In this increasingly digital world, protecting your online prese...
10/07/2024

October is National Cyber Security Awareness Month! 🖥️🔒

In this increasingly digital world, protecting your online presence is CRITICAL!

Are you doing all the following:

🔒 Using strong, unique passwords—and considering a password manager

🔒 Consider asking the credit bureaus to help monitor and/or freeze access to your credit

🔒 Enabling two-factor authentication where available

🔒 Staying alert for phishing attempts and scams

🔒 Keeping software up-to-date

Can you check the box for each of these?

Staying safe and taking precautions can help put you in a better position in the event of a cyber attack.

🍂 Join Us in Giving Back This Fall! 🍂As the temperatures cool, we’re reminded of the importance of warmth. Many in our c...
10/07/2024

🍂 Join Us in Giving Back This Fall! 🍂

As the temperatures cool, we’re reminded of the importance of warmth. Many in our communities are in need of winter clothing. Please join our Winter Needs Drive to help provide essential items.

🍂 Donation Drop-off Dates: October 7th to October 18th

Landmark Office Donation Drop-off Locations:
📍 San Jose, CA: 2021 The Alameda, Suite 390 (Partnering with City Team – San Jose)
📍 Hudson, WI: 2220 Jack Breault Dr. (Partnering with Basics for Local Kids)
📍 Lake Elmo, MN: 8665 Hudson Blvd N, Suite 100 (Partnering with Valley Outreach)
📍 Farmington, MN: 20700 Chippendale Ave, Suite 9 (Partnering with Caring Hearts in Action)

If you’re donating gently used items, please be sure to wash them first. Ensure they’re in-season, with no broken closures (zippers, buttons, Velcro, etc.), and make sure they’re free from holes or tears.

Let’s come together to keep our communities warm this winter! 🧤🧣

September marked a significant shift for investors as the Federal Reserve began cutting interest rates, reducing the Fed...
10/04/2024

September marked a significant shift for investors as the Federal Reserve began cutting interest rates, reducing the Federal Funds Rate by 0.50%. Equity markets reacted positively, with the S&P 500 up 22.08% YTD, while bond investors saw moderate gains. As the rate outlook evolves, Landmark Wealth Management Group is closely monitoring opportunities and risks. Read more about the impact of these changes on portfolios in our latest blog: https://www.landmarkwealth.com/blog/monthly-market-commentary-october-2024

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Some shocking statistics: 👉 Breast cancer is a reality for 1 in 8 women in the U.S., making it the most common cancer ...
10/03/2024



Some shocking statistics:

👉 Breast cancer is a reality for 1 in 8 women in the U.S., making it the most common cancer among women worldwide, according to a 2024 report by the American Cancer Society.

👉 A woman is diagnosed with breast cancer in the U.S. every two minutes. As you read this, someone is hearing their results and starting their cancer journey.

👉 Breast cancer is the second leading cause of death for women.

But there’s hope on the horizon. The American Cancer Society reported in 2024 that over the last 44 years, we’ve seen a 58% decrease in breast cancer mortality rates due to early detection and treatment advances.

These are not just numbers. They represent our mothers, sisters, daughters, and friends.

As leaders in the financial sector, we are uniquely positioned to contribute. We can make a difference by:

🎀 Donating to organizations that fund critical research, support services, and awareness campaigns.

🎀 Participating in fundraising events like charity runs, walks, or rides that raise funds for breast cancer research and care.

🎀 Volunteering at local breast cancer clinics, organizations, or events.

This month, don't just wear pink ribbons. Let's all do something!

Can you check the box next to each of the following financial strategies?✅ Schedule regular financial check-ups. ✅ Creat...
10/01/2024

Can you check the box next to each of the following financial strategies?

✅ Schedule regular financial check-ups.

✅ Create and monitor an approach for education expenses.

✅ Develop and update an estate strategy to prepare for the transfer of your assets.

✅ Evaluate your insurance coverage so that you might be better positioned for unexpected life events.

Given that October is , and we all face challenges in preparing for our financial future, these are some important considerations to keep in mind.

Creating a financial strategy isn't just for the wealthy—it's for everyone who wants to prepare for the future. Whether you're just starting out or nearing retirement, there's always room to improve your financial health.

Raising a child in 2023 could cost an average of $331,933 from the time a child is born to age 18, according to a 2023 s...
09/27/2024

Raising a child in 2023 could cost an average of $331,933 from the time a child is born to age 18, according to a 2023 study by Northwestern Mutual. Shocking, right?

But here's the twist: Taking care of aging parents may be even more expensive.

According to a CNN report from April 20, 2023, an assisted living facility can cost an average of $5,806 per month or roughly $70,000 per year.

And then there is memory care, the fastest-growing sector of the senior housing market. On average, memory care costs just over $7,500 a month or $90,000 per year!

What I tell people is to prepare ahead of time!

Talk to your parents about their wishes and potential financial needs. Explore extended care solutions early on. Establish a financial strategy that’s flexible when it comes to medical and care expenses.

A financial professional can help by showing how different scenarios can be supported.
If you are interested in learning more, schedule a complimentary visit with a member of our advising team: [email protected]/" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]/

Ever stop to think about how the smallest acts of kindness can sometimes make the biggest impact? Whether it's holding t...
09/26/2024

Ever stop to think about how the smallest acts of kindness can sometimes make the biggest impact?

Whether it's holding the door open, sending a thoughtful text, or sharing a smile, these little gestures can brighten someone's day more than we realize.

Keep spreading those good acts and making the world a bit brighter, one small act at a time. ✨

Interesting fact: There are now nearly 3x as many stock mutual funds and exchange-traded funds (ETFs) as there are liste...
09/25/2024

Interesting fact: There are now nearly 3x as many stock mutual funds and exchange-traded funds (ETFs) as there are listed American companies!

Some eye-opening stats from a 2024 study by the MSCI World Index, which tracks financial markets throughout the world:
🔘 70% of global stock market value comes from US markets
🔘 All 10 of the world's most valuable companies are US-based
🔘 Yet less than 10% of listed companies worldwide are American (down from ~20% in the late 1990s)

This shift reflects a changing landscape:
🔘 Fewer but larger US companies are dominating the markets
🔘 There's a rise of ETFs
🔘 Merger and acquisition activity has reduced the number of public companies

Here’s a couple of things for investors to keep in mind:
🔘 Mutual funds and ETFs can play a role in a portfolio.
🔘 U.S. financial markets have a great amount of influence throughout the world.
🔘 Mutual funds and exchange-traded funds are sold only by prospectus. Please consider the charges, risks, expenses, and investment objectives carefully before investing. A prospectus containing this and other information about the investment company can be obtained from your financial professional. Read it carefully before you invest or send money.

As financial professionals, we understand navigating this evolving market can be challenging. But we can help you see through the clutter and design a strategy to pursue your financial goals.

Address

8665 Hudson Boulevard , N. #100
Lake Elmo, MN
55042

Telephone

+18002519932

Website

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