Newsletter

Market Predictions and the Fall of Financial Literacy

By Rex Cattanach • 14 Aug, 2023

Mid-year 2022 when the scourge of inflation was dominating news and the financial journalism it continuously feeds, I foolishly decided to keep a journal of financial predictions appearing in the media. I did that until March 2023, with a few relapses since. I didn’t start it to prove anything. We already knew the mathematical odds of predicting the market are stacked against us. Nobody wins that game for long.

What Is Your Plan for Health Care?

By Rex Cattanach • 09 Aug, 2023

What do you really spend on health care? And what’s your retirement plan for long-term care and other medical costs?

2023! Great Year for Small Business Benefit Planning

By Rex Cattanach • 31 Jul, 2023

If you’re self-employed or own a small business with 50 or fewer employees, 2023 is a great year for planning employee benefits. And it won’t be difficult or costly to do.

3 Things You Might Not Know About Beneficiary Planning

By Rex Cattanach • 25 Jul, 2023

Chances are good you saved for retirement in a tax-deferred account such as a 401k plan or Individual Retirement Account (IRA). Congratulations, you’ve joined the Government’s plan!

Contact Information

Phone: 651-773-8400

E-mail: rcattanach@keatsgroup.com

Site Links

Our Office

8955 33rd St. N., Lake Elmo, MN, 55042

Financial planning and investment advisory services are offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Advisors are registered with Sequent Planning as independent contractors and not employees of Sequent. Sequent Planning is wholly owned subsidiary of Senior Market Sales (SMS). Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning.

This site is published for residents of the United States only. Sequent Advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every Advisor listed. For additional information please contact the Advisor(s) listed on the site.

Additional information about Sequent Planning and our Advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. You can view our firm’s information on these websites by searching for Sequent Planning or by our firm CRD number 160381.

Keats Group LLC and Rexford Cattanach, Independent Insurance Agent, may recommend insurance products and tax planning as part of a comprehensive financial plan but do not render tax, accounting, or legal advice. Clients are advised to seek experienced counsel from tax and legal advisors.