Mundt & Associates

07/04/2026

07/02/2026

Heat safety tips for people 50 and up: https://loom.ly/YolPVDQ
Stay safe out there!

High temperatures can be a health hazard. Here’s why

06/29/2026

A potential for retirees that many overlook: https://loom.ly/X5PG394
Here to keep you informed!

The rule of 55 allows former employees to access their 401(k) savings penalty-free before the typical threshold of 59½.

06/25/2026

is a time to rethink things: What do you really need to be spending money on, and what could you do without? Learn more here: https://loom.ly/H0h59tY
Always here to help!

Retirement is a time to rethink some things, including our spending habits. Consider cutting costs of new clothes, collectibles, pricey gifts and a few other things you might no longer need to buy.

06/24/2026

Market uncertainty can make emotional decisions feel tempting, but long-term financial strategies are often built through patience and discipline. At Mundt & Associates and Mundt Wealth Management, we help clients stay focused on the bigger picture, even during changing market conditions.

Justin Mundt works with individuals and families in St. Charles, Minnesota and surrounding communities to develop retirement income strategies, diversified investment portfolios, tax-aware approaches, and legacy planning considerations aligned with their long-term goals.

A steady and disciplined approach may help reduce emotional reactions and support more informed financial decisions over time. Rather than reacting to every headline, we focus on maintaining perspective and helping clients stay aligned with their broader financial priorities.

If you are looking for financial guidance rooted in patience, structure, and long-term strategy, we would be glad to connect.

06/22/2026

How do you plan on getting your assets to your beneficiaries? Learn more on our blog: https://loom.ly/XkoNMR4

If you're working on estate planning, a key question is how you will get your assets to each of your beneficiaries.

06/19/2026

Learn how sequence of returns risk affects : https://loom.ly/nCmAFss

Justin Mundt in St. Charles, MN explains sequence of returns risk and why early market losses can impact retirement income planning.

06/18/2026

Just like , is also facing a potential crisis–in just 7 years. Learn more here: https://loom.ly/t_d79W8
Always here to help!

06/17/2026

At Mundt & Associates and Mundt Wealth Management, we believe financial success is not about chasing the latest trend. It is about building a clear, long-term trajectory based on your goals, your timeline, and your priorities.

Justin Mundt helps individuals and families in and around St. Charles, Minnesota develop retirement income strategies, diversified investment portfolios, tax-aware approaches, and legacy strategies designed to support long-term direction. Every decision is grounded in careful planning rather than short-term market noise.

Instead of reacting to volatility, we focus on maintaining perspective and staying aligned with your broader financial picture. A consistent approach may help support more confident decision-making over time.

If you are looking for a strategy focused on long-term direction rather than short-term trends, we would be glad to connect.

06/15/2026

Have you reached the “disenchantment” phase of ? If you’re a retiree and are starting to feel listless, here are some ways you may be able to manage that: https://loom.ly/G-ZF7Uw

It's common for retirees to struggle with mental health and the "blahs." Here's how you can break free, according to the experts.