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8100 Penn Avenue South. Bloomington, MN 55431. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Sit, Stay, Rollover: A Guide to IRA Rollovers. WELCOME TO MERTZ WEALTH STRATEGIES, A FINANCIAL ADVICE CENTER. Our mission is to...

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8100 Penn Avenue South. Bloomington, MN 55431. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Sit, Stay, Rollover: A Guide to IRA Rollovers. WELCOME TO MERTZ WEALTH STRATEGIES, A FINANCIAL ADVICE CENTER. Our mission is to...
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Home | Jim Mertz | mertzwealth.com Reviews

https://mertzwealth.com

8100 Penn Avenue South. Bloomington, MN 55431. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Sit, Stay, Rollover: A Guide to IRA Rollovers. WELCOME TO MERTZ WEALTH STRATEGIES, A FINANCIAL ADVICE CENTER. Our mission is to...

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Tax | Jim Mertz

http://www.mertzwealth.com/resource-center/tax

8100 Penn Avenue South. Bloomington, MN 55431. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? Despite recent tax-law changes, many Americans are expected to pay the AMT this year. Making Your Tax Bracket Work. Use this calculator...

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The Real Cost of a Vacation Home | Jim Mertz

http://www.mertzwealth.com/resource-center/investment/the-real-cost-of-a-vacation-home

8100 Penn Avenue South. Bloomington, MN 55431. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? The Junk Drawer Approach to Investing. It's easy to let investments accumulate like old receipts in a junk drawer. If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering. Keys to Investing for Retirement. There are some key concepts to understand when investing for retirement. Representatives of a BD...

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Mission Statement | Jim Mertz

http://www.mertzwealth.com/p/mission-statement

8100 Penn Avenue South. Bloomington, MN 55431. Commit ourselves to being the best, by bringing together all our talents and financial resources for the benefit of the clients. Partner with our clients, to help them reach financial freedom. Endorse independent concepts by providing the highest quality products and services available to our clients. Our ultimate business is people and their financial well-being. Check the background of your financial professional on FINRA's BrokerCheck. Representatives of ...

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Glossary | Jim Mertz

http://www.mertzwealth.com/tools/glossary

8100 Penn Avenue South. Bloomington, MN 55431. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally...

5

Team | Jim Mertz

http://www.mertzwealth.com/team

8100 Penn Avenue South. Bloomington, MN 55431. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address:. Investing principles and strategies. Retirement investing and distribution strategies. We also can answer your questions, including:. Can I retire early? Are my investments working hard enough? What’s the best approach for college savings? Click to read more. Representatives of a R...

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Home | Jim Mertz

8100 Penn Avenue South. Bloomington, MN 55431. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Sit, Stay, Rollover: A Guide to IRA Rollovers. WELCOME TO MERTZ WEALTH STRATEGIES, A FINANCIAL ADVICE CENTER. Our mission is to...

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