Scott Thole at Midwest Secure Retirement

Scott Thole at Midwest Secure Retirement My goal is to help my clients prepare for the future by guiding them through today, and protecting them if they encounter any obstacles along the way.

Insurance Licensed in: MN, CO, AZ, NV

A disability could keep you from work and increase costs. How can you protect yourself?
06/10/2024

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot,...
06/10/2024

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating.

Whether you realize it or not, you’ve allocated your assets.
06/07/2024

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequence to their future financial security.

Your home mortgage interest may be deductible. Do you itemize your deductions?
06/05/2024

Your home mortgage interest may be deductible. Do you itemize your deductions?

Use this calculator to assess the potential benefits of a home mortgage deduction.

Compare your taxable investment to a tax-deferred one. The results may surprise you.
06/03/2024

Compare your taxable investment to a tax-deferred one. The results may surprise you.

This calculator compares the net gain of a taxable investment versus a tax-favored one.

The you’ve made in your life so far have helped prepare you for the future. We can help, too.
05/31/2024

The you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

Assets minus liabilities = net worth. When was the last time you calculated yours?
05/29/2024

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Are dividends a key component when evaluating investment opportunities? Learn more.
05/27/2024

Are dividends a key component when evaluating investment opportunities? Learn more.

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
05/24/2024

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
05/22/2024

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Estimate the total cost in today's dollars of various mortgage alternatives.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
05/20/2024

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Your needs don’t stay the same when the nest empties, but what changes?
05/17/2024

Your needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

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Saint Louis Park, MN
55416

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