Learn
AboutContact
Login
Talk to an advisor
Is Social Security really that important?Will Social Security be there? Is Social Security safe to rely on?When should I take Social Security?Learn more about Social Security
Is Social Security really that important?Will Social Security be there? Is Social Security safe to rely on?When should I take Social Security?Learn more about Social Security
How much do I need to retire?When can I retire?Do I really need a budget?Learn more about Income & Spending
When it comes to fees, how much is too much?When it comes to investing, how much risk should I take on?Does diversification really matter?Learn more about Retirement Planning
What if my partner and I have different retirement goals?3 lifestyle questions to consider in retirement.How to avoid identity loss in retirement.Learn more about dreaming for retirement

We inspire you to pursue your retirement aspirations with confidence.

Get Started Today
Back to Press

Dates to Remember

When it comes to our money, there are four key financial dates to mark on your calendar. Financial professional Barry Bigelow shared with CBS 3 which dates to pencil in to get your finances on track in 2020.

Your Birthday

April 15th

November 1st

December 31st

        -Click here for the IRS Required Minimum Distribution worksheet!

‍

Recommended Reading

Retirement Planning

How your estate plan could effect the relationships in your family

Read Full Article

Retirement Planning

3 Excuses used to avoid getting an estate plan

Read Full Article

Retirement Planning

Steps to take when designing your long term care plan

Read Full Article
See All Articles

Have a Question?

Our advisors are here to help you get clarity and share resources.

Talk to an advisor
CAREERSSecure emailFAQlegal
© 2021 Great Waters Financial. All rights reserved.
Investment advisory services offered through AdvisorNet Wealth Management (AWM). Great Waters Financial and AWM are not affiliated. Insurance products provided by Great Waters Financial, a Minnesota insurance agency.