The Hatlestad Group

10/08/2026

You wouldn't retire without a financial plan. So why do most people retire without a "time plan"?

You wouldn't retire without a financial plan. So why do most people retire without a "time plan"?

10/07/2026

Life evolves, and so should your insurance. Here are key tips to ensure your coverage keeps up:

🔍 Review policy limits: Ensure they reflect your current assets and needs.
⚠️ Check for exclusions: Identify gaps like flood coverage or valuable items.
👨‍👩‍👧‍👦 Update for life changes: Adjust for milestones like marriage, kids, or financial growth.
💸 Evaluate costs: Shop around for new discounts or bundling options.
📈 Stay informed: Monitor legal, market, and policy changes.

10/05/2026

Going through a divorce? Separating your finances may not happen overnight, and it's common for some financial responsibilities to linger for a time. If you find yourself responsible for child or spousal support, it's imperative to have a comprehensive understanding of your financial duties.
Take into account your current income, potential changes in your circumstances, and the specific guidelines outlined by your state. Open and candid communication with your legal advisor is essential in ensuring that your support obligations are both fair and manageable.

10/01/2026

Is tax time chaos wearing you down? Find out how to organize effectively with our tax season tips and say goodbye to last-minute scrambling.

Fed up with the annual tax time chaos? Learn how to confidently wrap up this tax season and get (and stay) organized for next year.

10/01/2026

October is Financial Planning Month. 📈 Thoughtful steps today can shape tomorrow’s success.

09/30/2026

Starting a fundraising event for a cause you care about can be a rewarding and meaningful way to make a difference in the world. Here are tips for making it happen.

Organizing a fundraiser for a cause close to your heart is a rewarding way to make a difference.

09/28/2026

High-net-worth individuals aren't immune to negativity bias. Learn how to overcome it with strategies that focus on maintaining perspective and making informed decisions.

Negativity bias can cloud your financial decisions, leading to missed opportunities. Discover strategies to maintain a balanced perspective and focus on your long-term goals.

09/24/2026

The kids are grown, the business is sold, and the retirement date is finally on the calendar. Now, what does your money actually do? 🤔

A major life change rarely arrives with instructions for your finances attached. Whether you planned for it or it caught you off guard, the months that follow ask a lot of new questions.

That's where values-based planning comes in. Instead of reacting under pressure, you get to pause and ask what you want this next chapter to look like.

The point is alignment. When your money reflects your real priorities, decisions are clearer and far less heavy.

What transition reshaped how you think about money? I'd love to hear your story. 💬

09/23/2026

Discover how to turn your financial situation around by refinancing high-interest debt. Get the facts on how it can lead to better financial health.

High-interest debt can be overwhelming. Find out if refinancing could help you save money and accelerate your path to being debt-free.

09/22/2026

Crisp mornings, golden leaves, and a fresh new season. 🍂 The First Day of Fall invites us to slow down, reflect, and reset.