PRG Financial

Integrating Retirement, Tax, and Estate Planning

 

 

 

 

Welcome to Preferred Resource Group!


Will you have enough money for the travel, hobbies, and recreational activities you want to enjoy?  The high cost of retirement is a concern many Minnesotans share.  After a lifetime of working and saving, many people wonder if they will have enough income to enjoy a comfortable retirement.

Fortunately, there are sound financial strategies you can use to help reduce the impact that taxes, inflation, and health care costs have on your retirement income.  Be our guest at one of our educational workshops hosted at a fine local restaurant.

If you wish to attend please contact Gregg Otten at 763.201.1130.


If you have additional questions contact our office at 763.201.1122 or via e-mail by using the "Contact Us" tab at the top of this page.


Thank you for visiting!

 Preferred Resource Group

 

NPC PRIVACY POLICY
Newsletters

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

Preparing Not to Inherit

Preparing for retirement will require adequate saving and investing, not just working hard to stay in the good graces of wealthy relatives.

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

Social Security Outlook

If your retirement is a long way off, you might want to consider the possibility that Social Security may not provide a significant source of your retirement income. Here’s why.

More Newsletters →