Star Tribune - Free financial planning with no catch - FP Day Recap, October 23, 2015
Last week's event gave attendees practical tips on 401(k) investment choices and more.
If you had 20 minutes to ask a certified financial planner anything about your finances — no strings attached — what would it be?
With a large student loan debt looming over them, Rosie and Nick Thelen of Forest Lake spent months wondering if they should buy a house. “We want to see what we can manage,” said Nick Thelen.
Other common questions concern estate planning, budgeting and Social Security benefits.
Attendees at last week’s free “Financial Planning Day,” many of whom had never met with a financial planner before, said that having a professional answer lingering questions was a weight off their shoulders.