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The Significance of Strategic Retirement Planning

November 18, 2024 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

By taking a proactive approach to retirement planning, you're not only securing your financial well-being but also paving the way for peace of mind and freedom in your later years.
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Divorce Planning: Navigating the Process with Confidence

November 11, 2024 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

At MJT & Associates, we understand the unique challenges faced by individuals going through a divorce, and we're here to help you take control of your financial future during this critical time.
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Finding the Best Financial Advisor in Minnesota

November 4, 2024 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

How do you find the best financial advisor in Minnesota? With so many options available, it can be challenging to know where to start. That's why we've created this comprehensive guide to help you navigate the process.
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Maximizing Business Profits Through Strategic Tax Planning: Strategies, Tips, and Case Studies

October 25, 2024 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Strategic tax planning is not just about compliance; it's a powerful tool that can significantly impact your bottom line and contribute to long-term business success.
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Estate Planning: How a Financial Advisor Can Secure Your Family's Future

October 18, 2024 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Many people mistakenly believe that estate planning is only for the wealthy or elderly, but in reality, it's an essential process for individuals at all stages of life and income levels
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Repair Car or Replace: How to Make the Right Decision for Your Vehicle

October 11, 2024 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Let's embark on this journey to uncover the right path for you, ensuring that whatever decision you make, it's one that you can confidently stand behind.
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The Benefits of Hiring a Financial Advisor: Why it's Worth the Investment

October 4, 2024 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

As your life changes, so do your goals and values. A skilled financial advisor adapts to these transitions, ensuring that your financial plan evolves with you.
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Achieve Financial Wellness: The Benefits of a Holistic Financial Planner

September 20, 2024 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Let's explore the world of holistic financial planning and how it can transform your relationship with money.
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