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You are here: Home / Archives for Matt Elliott, CFP®, CSLP®

Matt Elliott, CFP®, CSLP®

About Matt Elliott, CFP®, CSLP®

Matt Elliott is a CERTIFIED FINANCIAL PLANNER™ professional based in Rochester, MN serving clients locally in person and virtually nationwide. Matt provides financial planning and investment management to help individuals and healthcare professionals organize, invest, and protect their assets. Matt is a fee-only fiduciary advisor and never earns a commission of any kind.

Retirement Readiness Checklist

January 18, 2021 by Matt Elliott, CFP®, CSLP® Leave a Comment

When and how to retire may be one the largest financial decision you will make. This generates many new financial questions you may not have dealt with before: Where will my income come from? Have I saved enough? When should I draw Social Security? What should I do with my pension and retirement accounts? How […]

Filed Under: Financial Plan Creation

Guide to Get Your Finances Organized for 2021

January 4, 2021 by Matt Elliott, CFP®, CSLP® Leave a Comment

You need to get your finances organized for two people: 1. For yourself. Not feeling in control of your finances can lead to stress and anxiety. It is impossible to make informed financial choices without first understanding where you are. You deserve the peace of mind that comes with knowing you are taking steps to […]

Filed Under: Financial Plan Creation

Are Target Date Retirement Funds Right for Me?

December 1, 2020 by Matt Elliott, CFP®, CSLP® Leave a Comment

What is a target date fund? A target date fund is an investment that is designed to provide a reasonable risk/return trade off given the year you plan to begin withdrawing from the fund. It is a “fund of funds”, which means it is a mutual fund that owns other mutual funds. The idea is […]

Filed Under: Investment Management

Achieve Financial Freedom in 5 Steps

October 12, 2020 by Matt Elliott, CFP®, CSLP® Leave a Comment

Financial independence isn’t created overnight. Have patience and take these steps 1 at a time. If you stay focused on improving your financial situation one step at a time, you will eventually achieve life’s greatest financial goal – financial freedom. To find out how you’re doing, take the short quiz below and get customized tips […]

Filed Under: Financial Plan Creation

Do You Have Enough in Your Emergency Fund?

September 8, 2020 by Matt Elliott, CFP®, CSLP® Leave a Comment

What is an emergency fund? Your emergency fund is the amount of cash you have in a safe place to cover an unexpected expense (such as a car repair) or event (such as a layoff). You should always aim to keep the money in this account untouched unless an unforeseen event occurs. Why is it […]

Filed Under: Financial Plan Creation

Best Diaper Deal 2020: Target vs. Amazon

August 17, 2020 by Matt Elliott, CFP®, CSLP® 1 Comment

In honor of our first child being born this month, I decided to take a break from my typical finance topics to explore something new: Diapers. While I have experience with financial planning, I am brand new to being a Dad (and the financial challenges that come with it). Will we switch from Pampers to […]

Filed Under: Planning for Kids

What to Look for in a Financial Advisor

July 28, 2020 by Matt Elliott, CFP®, CSLP® 4 Comments

Going into an initial meeting with a financial advisor for the first time can feel a bit like stepping into a cage fight. Your guard is up, but your opponent is a seasoned veteran that does this every day. How do you prepare when the person across from you is highly trained and you may […]

Filed Under: Financial Services

Invest Your Fidelity 403(b) Like a Pro

July 9, 2020 by Matt Elliott, CFP®, CSLP® Leave a Comment

Doing the right things consistently with your retirement plan can have a huge impact on your financial future. That great opportunity can create stress if you’re not sure exactly what you should be doing with your investments. That is why I created this step-by-step guide: To help you take control of your 403(b) plan at […]

Filed Under: Financial Plan Creation, Investment Management

How to Save Money and Pay Off Debt in 5 Steps

June 2, 2020 by Matt Elliott, CFP®, CSLP® Leave a Comment

There is certainly no shortage of financial advice out there – and it can be tricky to know what applies to you. Your co-worker may be telling you about how you need to save for your child’s education, but you haven’t yet paid off your own student loans yet – what do you do? Take […]

Filed Under: Financial Plan Creation

Best Money Moves for Your Stimulus Check

May 1, 2020 by Matt Elliott, CFP®, CSLP® Leave a Comment

Economic Impact Payments (AKA Coronavirus stimulus checks) started going out in April. For those with direct deposit on file with the IRS, payments began hitting accounts mid-month, while those getting physical checks began receiving them at the end of the month (and could potentially be waiting much longer). If you’re still unclear on your eligibility, […]

Filed Under: Monitoring Financial Plan

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Recent Posts

  • Retirement Readiness Checklist
  • Guide to Get Your Finances Organized for 2021
  • Are Target Date Retirement Funds Right for Me?
  • Achieve Financial Freedom in 5 Steps
  • Do You Have Enough in Your Emergency Fund?

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  • Monitoring Financial Plan
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Pulse Financial Planning is a fee-only financial planning and investment management practice located in Rochester, MN.

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Pulse Financial Planning, LLC
3265 19th Street NW Suite 700
Rochester, MN, 55901

Phone: (507) 218-7707
Email: matt@pulsefinancialplanning.com

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Disclosure: Pulse Financial Planning (“PFP”) is a registered investment advisor offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of PFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

 

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