Piller Financial Group

952-258-5223 | jesundell@pfingroup.com
2 Carlson Parkway N, Suite 320, Plymouth, MN  55447

Articles

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Estates & Trusts

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

  • Avoiding Probate

    The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.

  • Charitable Giving

    To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

  • Gifting Strategies

    Compare the advantages and disadvantages of different gifting strategies available for planned giving.

  • Charitable Lead Trusts

    Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.

  • Charitable Remainder Trusts

    A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.

  • Wealth Replacement Trusts

    A wealth replacement trust could be used to gift appreciated assets to a charity as well as provide for heirs.

  • History of the Federal Estate Tax

    Careful estate planning is still one of the most important ways to manage and protect your assets for your heirs.

Retirement

  • Future of Social Security

    Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

  • Social Security Income

    The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.

  • Retirement Plan Distributions

    When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

  • Save Now or Save Later

    If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.

Tax Planning

Investing

  • Diversification

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • Annuities

    An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.

  • Asset Classes

    There are five broad asset classes that you should take into consideration when constructing your investment portfolio.

  • Dollar-Cost Averaging

    Dollar-cost averaging involves investing a set amount of money on a regular basis, regardless of market conditions.

Cash Management

  • Cash Management Basics

    A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

  • Doubling Your Money

    Before making investment decisions, it is helpful to determine the real rate of return on the investment.

  • Biweekly Mortgages

    Biweekly mortgage payments can have a dramatic effect on the amount of interest homeowners have to pay.

  • Smart Financing Ideas

    Here are some smart ways to refinance your home.

  • Effects of Inflation

    Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

  • Home Equity Loans

    Shifting some debt to a home equity loan, which typically allows interest payments to be tax deductible, could have its advantages.

Risk Management

  • Term Life Insurance

    Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.

  • Insuring Your Future

    To help you choose insurance wisely, determine how much coverage and what kind of policy is best for your situation.

  • Additional Liability Coverage

    Consider additional liability insurance to help protect you from the potentially devastating effects of liability lawsuits.

  • HMOs and PPOs

    Selecting health insurance is often one of the most important decisions you will make. Do you know the different types?

  • Evaluating Insurance Companies

    Using a financially sound insurance company is an important part of ensuring your family’s financial security.

Contact Information:

Piller Financial Group

2 Carlson Parkway, Suite 320
Plymouth, MN 55447

We have individuals licensed to sell insurance products in the following jurisdictions:  AK, AZ, CA, CO, DC, FL, GA, IA, IL, KS, KY, MD, ME, MI, MN, MO, MT, NC, NE, NY, OH, OK, SC, SD, TX, UT, VA, WA, WI, WV

We have individuals licensed to offer securities in the following jurisdictions: AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, KS, LA, MA, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

California Insurance Licensing 

Grant Piller

CA Insurance License 0H24477, State of Domicile: MN

Securities and investment advisory services offered through qualified registered representatives of

MML Investors Services, LLC. Member SIPC. (www.SIPC.org) 100 South Fifth Street, Suite 2300, Minneapolis, MN  55402.  Phone:  612-333-1413

Piller Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or it's affiliated companies.

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