WELCOME
Minnesota Valley Investments was built on a foundation of principles that guide us each day. We believe in excellent communication and providing superior service for our clients.
We want you to know that you can depend on us for all of your financial needs. We will work with you to reach your financial goals.
Click Here to learn more About Us. Client Login, Click Here - Log in to access your account.
TEAM MEMBERS
Jim Nelson 507 430-2499
Pat Henjum 507 637-3344
John Patock 320 441-5619
Newsletters
-
Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
-
Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
-
Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
-
Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Calculators
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?