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

Money Personality

‍

The secret to financial success starts by finding out what drives the decisions we make with our money. Financial professional Justin Halverson talked with KARE 11 about 5 personality types and ways to improve our behavior to achieve our money goals.

Money Worshiper

Click here for a budget worksheet

Big Spenders

Careful Saver

The Avoider

Risk Taker

‍

Recommended Reading

Retirement Planning

Steps to take when designing your long term care plan

Read Full Article

Retirement Planning

The Reality of Long Term Care in the U.S.

Read Full Article

Retirement Planning

Should I Pay Off My Debt Before I Retire?

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.