When I first started in the financial services industry nearly 15 years ago, I used to joke that Social Security wouldn’t be around for much longer. At that point in time I had zero clients who were retired. Currently, I have nearly 40 clients who are retired and every month receive a check from the Social Security Administration averaging a “net” $3,500 that…

With the holiday season right around the corner, many people are scrambling to find gifts that everyone will love. But instead of endlessly searching for the perfect gift this year, maybe giving a gift that will last someone’s lifetime would save you some time and hassle and give your loved one something that he/she can look forward to in the…

Stating your life goals is one of the smartest things you can do to have a higher likelihood of attaining them, yet most people don’t take the time to write them down and refer to them from time to time. At Croft Enterprises, we place a lot of value on goal setting and believe it is important for our clients…

Life insurance. What is it? What types are there? How can it help me? Life insurance is one of the major pillars of personal finance, according to Forbes Magazine. It is nearly vital for most individuals, and while it can be applicable universally, most still are unclear of its benefits. What Is It? Life insurance is a contract between an individual…

The world of Croft Enterprises did not just begin because Paul received his accounting degree from the University of North Dakota; he was surrounded by and immersed in the world of finance from a young age. Growing up in Two Harbors, Minnesota, with a successful banker as a father, Paul was always held accountable for balancing all of his finances…

Annexus: Retirement Planning Solutions Croft Enterprises has worked with Annexus for many years and currently has contracts with Annexus to be able to deliver their solution-based financial tools to any current or future Croft Enterprises clients. About Annexus Located out of Scottsdale, Arizona Annexus is one of the top performing companies providing retirement income products which will allow the individual…