8100 Penn Avenue South
Suite 175
Bloomington, MN 55431

LinkedIn

Jim Mertz

(952) 831-5660

 

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

 

Related Content

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Timing Your Retirement

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.