Tag Archives: Retirement

Good News! You have more tax free options at retirement time than you think.

Did you know you have more tax free income options at retirement?  Have you been told you can’t contribute to a Roth IRA? Want to give less to Uncle Sam?  Brett Anderson, President of St. Croix Advisors assures you through plan design, you can!


Freedom to Do What You Want

Grave Marker of Soldier with American Flag in a National Cemeter

Freedom is a Gift

Memorial Day May 26th, 2014  

This day we remember and honor those who proudly wore the uniform and gave their lives to protect and serve our country.  Thank you Men and Women in the United States Air Force, Army, Coast Guard, Marine Corps, and Navy, past and present, for your dedication and continued sacrifices; you are not forgotten.  As we honor those before us this weekend, also take time to self-reflect… what ways are you exercising the freedom so many have sacrificed their lives for?

How many of you have ever started off a sentence with “Someday I’ll …”? Are you or do you know anyone who’s currently working their lives away in a career they’re unhappy with simply because of money? We all have the ability to pursue our own passions and interests, but yet we’re stuck in a rut dreaming about the day they no longer have to work again.

When you are starting out in your 20s, it is natural to think about all that you will have and do once you start making money, and making more money. That gives money way too much power over your life. It’s not about how much you make, but the life that you make with the money you have.”  Suze Orman

Why should we dA hero is bornelay what we enjoy to accumulate enough money to do what we really what now?  With financial creativity and new mind set regarding retirement you can find and fund the life you really want now.  Life’s too short to wait until you’re 65 to do what you really want to do.  Life planning is one of the key components behind the driving force of St. Croix Advisors and we couldn’t be more proud whe n a client accomplishes their goals.  Numbers matter yes, but your happiness matters more- and to be honest, makes us happy too.  We listen to your goals, dreams, and passions and take them seriously.  We do not put them in the bucket list/ someday pile, but rather let’s take steps for action now pile!  We hold you accountable to what you’ve said is important, create a plan, and calculate every step in-between to get you there.

So Happy Memorial Day to all of you and yours and Thank You to the Men and Women in the U.S. Armed Forces because we are Free to Do What We Want!!