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Blogs

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Julie Rothmeier | Jul 22, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

Read More
Need to Know About Medicare 2023 | Strategic Wealth Partners
Strategic Wealth Partners | Oct 3, 2022

Medicare in 2023: Here’s What You Need to Know

Health
Retirement
Insurance
Medicare
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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Is It Always Better to Purchase a Home?
Strategic Wealth Partners | Sep 1, 2022

Is It Always Better to Purchase a Home?

Real Estate
Property
Lifestyle
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Asset Allocation and Risk Allocation
Strategic Wealth Partners | Aug 1, 2022

Asset Allocation and Risk Allocation

Investments
Asset Management
Risk Management
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Read More

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E: julie.rothmeier@lpl.com
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Cloquet MN 55720

Julie A. Rothmeier is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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