Wegge Financial Group
10788 RETREAT LN.
Woodbury,
MN
55129
Phone:
- (651) 998-7155
Fax:
- (651) 433-7513
E-mail:
Newsletters
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Building Financial Resilience
Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
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Is It Time to Buy an Electric Vehicle?
The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.
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What’s Your Retirement Dream Elevator Pitch?
How do you see your retirement? This article provides some guidelines to help you develop a well-defined retirement vision.
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HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.