Tiarks Financial

10/06/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

09/30/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

09/28/2026

We know how important it is for families to keep their life insurance information organized and easy to find. Having key documents in one place gives your loved ones clarity during stressful moments and ensures nothing gets overlooked.

Our team at Tiarks Financial encourages clients to review their policies every so often. It’s a simple way to confirm your coverage and beneficiaries still match your goals.

Swipe through for a helpful checklist of documents to keep together. If you’d like a second look at your coverage or want guidance on insurance planning as part of your broader financial plan, we’re always here to help.

09/25/2026

Market volatility and market risk often get mixed together, but understanding the difference can help you make clearer financial decisions. At Tiarks Financial, we walk families through these concepts every day as part of our retirement planning and investment management process.

Swipe through to see how each one plays a role in shaping a long-term strategy and why it matters for your portfolio.

If something sparks a question or you want to talk through your own Retirement Roadmap, our team is here to help. Reach out anytime — we’re always happy to start the conversation.

09/22/2026

Financial planning works best when it evolves with you, and one question we revisit with clients each year is whether their strategy is built to stay strong through change. It’s a simple check-in, but it can reveal a lot about the long-term resilience of your plan.

Our team at Tiarks Financial helps families across Pine Island, Rochester, and the surrounding area make sure their financial roadmap can weather the next five years and beyond.

If you’re unsure how your plan holds up in different scenarios, we’re here to walk through it with you. Reach out anytime to schedule a review and see how your long-term strategy stacks up.

09/17/2026

September is Life Insurance Awareness Month, and it's a great time to check in on what you know about coverage and what might need a second look.

We put together a quick quiz to help you test your knowledge and pick up a few helpful reminders along the way. It’s a simple way to get more confident about a part of your financial planning that really matters.

If questions come up or you want to talk through your options, our team at Tiarks Financial is always here to help. Need guidance on life insurance as part of your broader financial plan? Just reach out.

09/14/2026

Finding balance in retirement income is one of the most important parts of staying confident in your long-term plan. At Tiarks Financial, we help clients build strategies that support the lifestyle they’ve worked hard for while staying flexible enough to adapt to changing market conditions.

Our team often talks with families about how guardrails and flexible withdrawal approaches can help keep a retirement plan on track. These tools are especially meaningful for everyday Minnesotans and Mayo Clinic employees who want clarity around their pension, 403(b), and long-term income options.

If you’d like to review your current retirement strategy or explore our Retirement Roadmap process, we’re here to help. What questions do you have about building dependable retirement income?

09/10/2026

For many families, a child term rider can be a simple, affordable way to add meaningful protection, and our team at Tiarks Financial often sees why parents consider them.

Here are a few reasons they can make sense:

• Simplicity: One policy can cover multiple children, which helps busy families stay organized.
• Affordability: Costs are usually lower than taking out separate policies, making it a budget-friendly option.
• Future insurability: Some riders let children convert to permanent coverage later without a medical exam, which can be valuable if health changes.
• Financial support: While nothing eases the emotional impact of a loss, the benefit can help cover unexpected expenses during a difficult time.

If you're wondering whether adding a rider fits your family’s financial plan, our team is here to help you walk through your options.

09/07/2026

Labor Day is a great reminder of how much hard work goes into supporting our families and our communities. At Tiarks Financial, we believe the best way to honor that work is by taking a true break.

Our office will be closed on Monday, September 7th so our team can enjoy some well‑earned downtime. We’ll be back on Tuesday, September 8th feeling recharged and ready to continue helping you navigate your financial planning and retirement goals.

We hope your long weekend brings plenty of rest, good company, and a chance to unplug. What’s your favorite way to enjoy the extra day off?

09/04/2026

We're so fortunate to sponsor Camp Bird's Appreciation Day! Our staff has created many fond memories at Camp over the years and we truly appreciate what they do for kids over the summer!

The Friends of Camp Bird would like to thank Tiarks Financial for sponsoring Camp Bird Appreciation Day on September 19, 2026. Check out their website at
https://www.tiarksfinancial.com/. Owner Nathan Tiarks spent many years at Camp Bird through the Camp Bird for Lutherans group. He will be joining us for the event and volunteering as well! Thanks for supporting Camp Bird, Nathan!



When: Saturday, September 19, 2026 10:00 AM – 4:00 PM

Presentation Time: 12:30 PM

Location: Camp Bird Youth Center

Address: N8395 Caldron Falls Rd, Crivitz, WI

Free Admission (Donations welcome to support Camp Bird!)

Register now - https://www.zeffy.com/en-US/ticketing/camp-bird-appreciation-day

Questions? Email us at [email protected]

See you on September 19th at Camp Bird!