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The Hatlestad Group

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August 11, 2025
Financial Wellness
Aimee Hatlestad
Maximize Your Employee Benefits During Open ...

Salary gets all the attention, but your benefits package may hold just as much value. With open enrollment around the corner, now’s the time to look closely at your health plan, retirement savings, and insurance options.

Maximize Your Employee Benefits During Open Enrollment
February 5, 2024
Aimee Hatlestad
5 Questions to Ask Yourself 5 Years Before ...

Is retirement on the horizon for you in the next five to ten years? It’s a goal that you’ve spent a lifetime working towards and with the finish line in sight, it's the perfect moment to fine-tune your plans to ensure your transition is as smooth as possible.

5 Questions to Ask Yourself 5 Years Before Retirement
November 6, 2023
Financial Planning
Aimee Hatlestad
Strategies for Making Sound Financial Decisions ...

Embracing a new job role? Learn the essentials of making strategic financial decisions during career transitions so your wallet keeps pace with your professional evolution.

Strategies for Making Sound Financial Decisions During Every Career Move
Aimee Hatlestad
October 13, 2025
Financial Planning

Mastering the Mental Game of Investing

Aimee Hatlestad
October 13, 2025
Financial Planning
Mastering the Mental Game of Investing

Investing success isn’t about flawless stock picks. It’s about how you respond to pressure. Explore how to build the mental game that helps you stay steady through uncertainty.

Aimee Hatlestad
October 13, 2025
Estate Planning

2025 Estate Planning Checklist: Key Documents to Review Now

Aimee Hatlestad
October 13, 2025
Estate Planning
2025 Estate Planning Checklist: Key Documents to Review Now

Estate planning isn’t set-it-and-forget-it. With new tax laws and life changes, now’s the time to review your estate documents to keep your legacy aligned with your goals.

Aimee Hatlestad
October 6, 2025
Financial Wellness

Medicare Open Enrollment: What to Know Before You Choose

Aimee Hatlestad
October 6, 2025
Financial Wellness
Medicare Open Enrollment: What to Know Before You Choose

Medicare open enrollment is your annual opportunity to reassess your healthcare coverage. Learn what you can change, what to evaluate, and how to avoid higher costs or gaps in coverage before the window closes.

Aimee Hatlestad
September 30, 2025
Financial Planning

Is the AI Bubble About to Burst?

Aimee Hatlestad
September 30, 2025
Financial Planning
Is the AI Bubble About to Burst?

Whether AI is a bubble or not, the real question is how you respond when fear dominates the headlines. This piece explores why long-term discipline—not short-term prediction—is the trait that separates successful investors from emotional ones.

Aimee Hatlestad
September 15, 2025
Financial Wellness

From Piggy Banks to Philanthropy: Raising Charitable-Minded Kids

Aimee Hatlestad
September 15, 2025
Financial Wellness
From Piggy Banks to Philanthropy: Raising Charitable-Minded Kids

Teaching children the value of giving doesn't require large donations. It starts with small, consistent actions. This article offers practical strategies for raising charitable kids through empathy, family involvement, and hands-on giving opportunities that grow with them.

Aimee Hatlestad
September 8, 2025
Tax Planning

8 Key Tax Deductions from the OBBBA That Could Lower Your Tax Bill

Aimee Hatlestad
September 8, 2025
Tax Planning
8 Key Tax Deductions from the OBBBA That Could Lower Your Tax Bill

Tax season will look different for 2025 thanks to the One Big Beautiful Bill Act. Learn how new and expanded deductions could affect your tax liability and financial planning for years to come.

Aimee Hatlestad
August 11, 2025
Financial Wellness

Maximize Your Employee Benefits During Open Enrollment

Aimee Hatlestad
August 11, 2025
Financial Wellness
Maximize Your Employee Benefits During Open Enrollment

Salary gets all the attention, but your benefits package may hold just as much value. With open enrollment around the corner, now’s the time to look closely at your health plan, retirement savings, and insurance options.

Aimee Hatlestad
August 4, 2025
Financial Wellness

How to Safeguard Your Identity in a Digital World

Aimee Hatlestad
August 4, 2025
Financial Wellness
How to Safeguard Your Identity in a Digital World

With identity theft cases on the rise, knowing how to protect your information is more important than ever. This article walks through what to watch for, when to take action, and how to build stronger defenses.

Aimee Hatlestad
July 14, 2025
Financial Wellness

7 Simple Strategies to Protect Your Financial Data Online

Aimee Hatlestad
July 14, 2025
Financial Wellness
7 Simple Strategies to Protect Your Financial Data Online

Managing your money online is convenient, but it comes with growing cybersecurity risks. Scammers are getting smarter, and attacks often start with human error, not high-level hacking. Here's how to reduce your risk with practical, proactive steps.

Aimee Hatlestad
July 7, 2025
Financial Wellness

Is Your Portfolio Scattered? 4 Reasons to Consolidate Your Investment Accounts

Aimee Hatlestad
July 7, 2025
Financial Wellness
Is Your Portfolio Scattered? 4 Reasons to Consolidate Your Investment Accounts

A patchwork portfolio may not hurt you now, but over time, it can quietly erode returns and complicate planning. This guide explains the benefits of consolidating your investments where appropriate, how to get started, and why it’s worth reviewing your full financial picture.

Aimee Hatlestad
June 9, 2025
Financial Wellness

Shred, Save, or Toss? How to Handle Your Financial Documents

Aimee Hatlestad
June 9, 2025
Financial Wellness
Shred, Save, or Toss? How to Handle Your Financial Documents

Not sure what to do with old financial documents? Some should be shredded, others stored securely, and a few can go straight to the trash. Learn how to declutter your paperwork the right way while keeping your personal information safe.

Aimee Hatlestad
June 2, 2025
Retirement Planning

401(k) Tune-Up: Steps to Optimize Your Retirement Savings

Aimee Hatlestad
June 2, 2025
Retirement Planning
401(k) Tune-Up: Steps to Optimize Your Retirement Savings

You set up your 401(k)… but is it actually working for you? Many people ignore their retirement accounts for years—don’t let that be you! See the simple steps to keep your 401(k) on track.

Aimee Hatlestad
May 12, 2025
Financial Wellness, Lifestyle

Financially Savvy Home Renovations: Plan, Budget, and Build

Aimee Hatlestad
May 12, 2025
Financial Wellness, Lifestyle
Financially Savvy Home Renovations: Plan, Budget, and Build

Buying a new home isn’t the only way to upgrade your space. Many homeowners are choosing to remodel instead of move—but is it the right choice for you? Learn key financial considerations before starting your next renovation.

Aimee Hatlestad
May 5, 2025
Financial Wellness

Leaving the U.S.? Your Medicare Coverage Might Not Be Coming With You

Aimee Hatlestad
May 5, 2025
Financial Wellness
Leaving the U.S.? Your Medicare Coverage Might Not Be Coming With You

Many retirees dream of traveling the world—but what happens if you need medical care abroad? Medicare doesn’t always cover international healthcare costs. Before you travel, make sure you understand your coverage and supplemental options.

Aimee Hatlestad
April 14, 2025
Financial Planning

Your Financial Plan Is a Journey, Not a Destination

Aimee Hatlestad
April 14, 2025
Financial Planning
Your Financial Plan Is a Journey, Not a Destination

A good financial plan grows with you. Life changes, markets fluctuate, and goals evolve. Here’s how to stay on track with a plan that keeps up.

Aimee Hatlestad
April 7, 2025
Financial Wellness

Is Your Insurance Keeping Up? How to Stay Covered Through Life’s Changes

Aimee Hatlestad
April 7, 2025
Financial Wellness
Is Your Insurance Keeping Up? How to Stay Covered Through Life’s Changes

Keeping your insurance updated ensures you’re ready for life’s surprises. This article explores why regular policy reviews matter and the key steps to keeping your coverage aligned with your needs.

Aimee Hatlestad
March 10, 2025
Financial Wellness

Spring Clean Your Finances: 5 Easy Steps to Get Organized

Aimee Hatlestad
March 10, 2025
Financial Wellness
Spring Clean Your Finances: 5 Easy Steps to Get Organized

Spring cleaning isn’t just about your closet. This season, take the opportunity to reset your financial life, align your goals, and create a more organized path forward. A little effort now can set you up for success.

Aimee Hatlestad
March 3, 2025
Financial Wellness

Why Reviewing Your Social Security Statement Matters and How to Get Started

Aimee Hatlestad
March 3, 2025
Financial Wellness
Why Reviewing Your Social Security Statement Matters and How to Get Started

Social Security plays a vital role in retirement, and your statement is the roadmap. Use it to plan smarter, verify earnings, and protect your financial future.

Aimee Hatlestad
February 10, 2025
Financial Wellness

Streamline Your Digital Life: Smart Strategies for Managing Subscriptions

Aimee Hatlestad
February 10, 2025
Financial Wellness
Streamline Your Digital Life: Smart Strategies for Managing Subscriptions

How much are your subscriptions really costing you? You might be surprised to learn the answer. Discover simple ways to regain control of your digital life and your wallet.

Aimee Hatlestad
February 3, 2025
Estate Planning

Checklist for Estate Planning: Review Estate Planning Documents

Aimee Hatlestad
February 3, 2025
Estate Planning
Checklist for Estate Planning: Review Estate Planning Documents

Are you prepared for the future? Ensuring your estate plan reflects your current circumstances is crucial. Learn how regular reviews can prevent potential legal hassles and make sure your wishes are respected, no matter what life throws your way.

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The Hatlestad Group, 5201 Eden Avenue, Edina, MN, 55436, United States763-259-3637aimee@thehatlestadgroup.com

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© The Hatlestad Group
5201 Eden Avenue, Suite 300, Edina, MN 55436 | Office: (763) 259-3637 | Email: info@thehatlestadgroup.com

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Hatlestad Enterprises, LLC, dba The Hatlestad Group is a Minnesota State registered investment advisor. The Hatlestad Group may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Neither The Hatlestad Group nor its advisors provide legal or tax advice.