Paladin Financial

Paladin Financial Paladin Financial offers a five-step retirement planning process that incorporates the three hallmarks of the company – fiduciary, transparency and technology.

Why Choose Paladin Financial? With a focus on a new generation of retirees, our company uses the New Generation Retirement Planning System, which is based on three hallmarks of successful retirement planning: fiduciary, transparency and technology. Jeff Foley, CFP®, is the founder of Paladin Financial and serves as an investment advisor representative, providing a holistic approach to wealth management and offering income planning, asset maximization, legacy planning and tax strategies. Jeff assists his clients through a comprehensive five-step retirement planning process that incorporates the three hallmarks of Paladin Financial — fiduciary, transparency and technology. With over 20 years of experience in the financial services industry, Jeff has his Masters of Science in Management from the American College (MSM) and is a Certified Financial Planner™ (CFP®), which is a testament to his ethics and professional responsibility to provide financial planning services as a “fiduciary” — acting in the best interest of his clients.

10/08/2026

Can you count on Social Security if you become disabled? Many assume it will provide assistance, but being unable to work doesn't automatically qualify you for disability benefits. I'm Jeff Foley with Paladin Financial, here to clarify SSDI (Social Security Disability Insurance).

1️⃣ Social Security has a strict definition of disability: your condition must prevent substantial work and be expected to last at least 12 months or result in death.

2️⃣ Qualifying also requires a work history.

🦽💼

10/08/2026

When to File for Social Security? It Depends!

Social Security Worker’s Retirement Benefits

10/08/2026

Hi, everyone! Jack Ekholm here with your weekly market update. Last week, the Nasdaq rose 0.5%, while the S&P 500 and Dow declined. Long-term Treasury yields hit their highest since 2002, with the 10-year yield at 5.28%. Inflation was lower than expected, and only 29,000 jobs were added in September, significantly below the anticipated range.

This week, we’ll watch the Federal Reserve closely. On Wednesday, the minutes from their September meeting will be released, providing insight into interest rate decisions. On Friday, the University of Michigan's Consumer Confidence Index will offer further perspective on consumer sentiment.


www.paladinfinancial.com - LEARN MORE
https://www.paladinfinancial.com/booking/index.html - BOOK A CONSULTATION

We’re proud to share that Paladin Financial was recently featured in Fortune, A Planning-First Approach to Retirement Co...
10/06/2026

We’re proud to share that Paladin Financial was recently featured in Fortune, A Planning-First Approach to Retirement Confidence.

Read Here: https://bit.ly/4zaBHn4

*This publication was placed as a paid advertisement in Fortune Magazine.

Join Nikki Foley as she breaks down the financial topics that matter most—from retirement planning and investing to taxe...
10/06/2026

Join Nikki Foley as she breaks down the financial topics that matter most—from retirement planning and investing to taxes, market updates, Social Security, and strategies to help you make informed financial decisions.
🎧 Listen wherever you get your podcasts and subscribe so you never miss a Tuesday episode.
https://www.youtube.com/channel/UC3fixoQfi7Uy4OkDbguE04Q -watch here

Which space do you want to see next?We've shown you bits and pieces of our new Paladin home, but there's still plenty yo...
10/06/2026

Which space do you want to see next?

We've shown you bits and pieces of our new Paladin home, but there's still plenty you haven't seen. This week, you get to choose what we reveal next.
What would you like a sneak peek of?
A. Our new meeting spaces
B. The team workspace
C. Our client gathering space
D. The entrance/reception area
E. Other

https://forms.gle/Z9bWRrcfJYGyyorM8
We'll share the winning space in our next update!

We’re honored to be voted #1 in the East Metro for Best Financial Services by White Bear Lake Magazine for the second y...
10/06/2026

We’re honored to be voted #1 in the East Metro for Best Financial Services by White Bear Lake Magazine for the second year in a row! 🎉

Being recognized once was an incredible honor, but being recognized by our community two years in a row makes this achievement even more meaningful.

At Paladin Financial, we believe a holistic approach to financial services can transform lives by building confidence, discipline, long-term security, and peace of mind.

A heartfelt thank you to every family, client, and community member who continues to put their trust in Paladin Financial. Your support means so much to us and inspires our team to keep growing, improving, and serving our community year after year.

We are truly grateful for this recognition and for the opportunity to do what we love every day. ❤️

White Bear Lake Magazine

10/06/2026

Are you considering when to claim your Social Security benefits? Should you take them at 62, wait until your full retirement age, or hold out until 70? 🤔

This decision can significantly affect your retirement income, and it's not just about choosing the highest monthly payment.

Jeff Foley from Paladin Financial explains the fundamentals of Social Security, including how benefits are determined, the importance of the 35-year earnings history, the consequences of claiming early, the benefits of postponing your claim, and how your choice may impact your spouse and survivor benefits. 💰✨

www.paladinfinancial.com - LEARN MORE
https://www.paladinfinancial.com/booking/index.html - BOOK A CONSULTATION

10/05/2026

Most companies spend a lot of time thinking about how they market themselves to customers.

But potential employees are evaluating your company, too.
Before someone applies for a position, they’re often trying to answer questions that don’t appear in a job description:
What is it actually like to work there? Who will I be working with? What does the company value? Can I see myself being part of this team?

10/04/2026

Social Security Benefits You Didn't Know Existed

Social Security 101: Benefits, Numbers and the Future

Address

4105 Lexington Avenue North
Arden Hills, MN
55126

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(877) 219-3199

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