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Family Financial Planners Duluth MN

Local resource for family financial planners in Duluth. Includes detailed information on local businesses that provide access to financial expertise on money saving guidelines, household budget planning, wasteful spending elimination, daily expenditure control, retirement planning, prepaid tuition plans, higher education planning, and home equity loans, as well as advice and content on how to save money.

Mr. Vincent L. Mckay-Jones, CFP®
(218) 728-8435
1420 London Rd Ste 201
Duluth, MN
Firm
RBC Wealth Management
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: Not Applicable



Data Provided By:
Mr. John P. Lawien, CFP®
(218) 728-8418
1420 London Road
Duluth, MN
Firm
RBC Wealth Management
Areas of Specialization
Asset Allocation, Estate Planning, Insurance Planning, Mortgages, Retirement Planning, Securities
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Tanya L. Nichols, CFP®
(218) 726-9396
222 W Superior St
Duluth, MN
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Bryan D. Amundson, CFP®
(218) 726-9351
222 W Superior St
Duluth, MN
Firm
Wells Fargo

Data Provided By:
Mr. Vinod Gupta, CFP®
(218) 464-4178
405 E Superior St Ste 275
Duluth, MN
Firm
Ameriprise Financial Services
Areas of Specialization
Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. James H. Proctor, CFP®
(218) 724-2100
1420 London Rd
Duluth, MN
Firm
RBC Wealth Management

Data Provided By:
Ms. Cheryl A. Meese, CFP®
(218) 724-2100
1420 London Rd
Duluth, MN
Firm
RBC Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided By:
Andrew Heimbach Wheeler, CFP®
(218) 722-8010
306 W. Superior St.
Duluth, MN
Firm
Wheeler Associates
Areas of Specialization
Comprehensive Financial Planning, Debt Management, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: $100,001 - $250,000

Profession: Medical/Dental Professionals

Data Provided By:
Mr. Richard D. Madill, CFP®
(218) 727-5565
130 W Superior St Ste 645
Duluth, MN
Firm
Jablonski-Madill Inc

Data Provided By:
Ms. Susan M Stelman, CFP®
(218) 727-1508
130 W. Superior St. Ste. #750
Duluth, MN
Firm
Waddell & Reed
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Investment Planning

Data Provided By:
Data Provided By:

Financial Planning Before Pregnancy

Financial Planning Before Pregnancy

Making the decision to return to work or be a stay-at-home mom after your baby's birth is a difficult one. Also, determining what your insurance will cover, finding out about your company's maternity leave policy, and even budgeting for diapers and clothing can be stressful. The earlier you begin planning these things, however, the better it will be for you and your family. Here are some tips to get your finances in order before you get pregnant.

Your Family's Income

If you and your partner both work, your finances can take a hit if you plan on staying home with your baby after the birth. The first step is to talk with your partner, and write down all of your current income and expenses. Now, calculate how feasible it will be to cover these expenses with only one income, as well as the costs of raising a child. Try to set aside money each month to prepare for pregnancy and parenting.

Health Insurance And Pregnancy

It's essential that you look into your health insurance plan before you get pregnant. Some health insurance plans won't cover prenatal care and testing, while others will even pay for midwives or doulas if you choose. You need to be thorough what about emergency C-sections, or newborn care after the birth? If you don't check the policy carefully now, you may be faced with some unexpected and expensive surprises during your pregnancy.
If your current plan leaves a lot to be desired, you can switch health insurance coverage to a lower cost plan. Women who are already pregnant when they switch plans need to make sure that the insurance covers pre-existing conditions. For lower income families, there are community programs in place that will provide low-fee insurance coverage for mothers and newborns.
Don't forget about life and disability insurance planning. If something happens to you, you want your baby to be provided for. You may have life insurance or long-term disability insurance...

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