Posts Archive
Retirement
Social Security Insights: Can you still file a “Restricted Application?”
Written by Matt Boelter, Financial Advisor & Shareholder Choosing the wrong time to pull Social Security benefits can cost you hundreds of thousands of dollars over your lifetime. On November 2nd, 2015, new Social Security rules were signed into law that ended what was known as the “restricted application.” However, if you were born before…
Read More
Retirement Travel: Make the Most of Your Travel Dollars
Many retirees are happy staying close to home, enjoying family and taking life easy. But many others are motivated by a certain wanderlust—a desire for a more adventurous lifestyle while they’re still physically able. You’ve worked hard to accumulate wealth that will enable you to live comfortably in retirement. Now you have the time, freedom…
Read More
Creating your “Encore” Life Part #3
Part Three of Weekly Three Part Series started 6/14/19. Part 3 – Goal Setting If you aren’t setting goals, start – now. If you are setting goals, do it the right way. Based on the Encore Wheel of Life exercises you completed in Part 2, you should have many ideas that, if accomplished, will increase…
Read More Creating your “Encore” Life Part 2
Part Two of Weekly Three Part Series started 6/14/19. Part 2 – The Encore Wheel of Life In Part 1 of this 3-part series, we looked at life’s stages, and some of the common experiences and changes people go through during each of life’s four “quarters.” This led to the idea of an “Encore Life,”…
Read More Shouldn’t your Retirement be your “Encore” Life? Part 1
Part One of Weekly Three Part Series starting 6/14/19. Part 1 – Don’t Plan for Retirement The retirement you saw your grandparents or even your parents live through will likely not be the retirement you choose for yourself. Consider the following: In 1900, the average life expectancy was 47 years. Only 100,000 Americans lived to…
Read More
Our People are our Most Valuable Asset — Meet Matt Boelter, Financial Advisor & Shareholder
To read Matt’s complete bio click here
Read More
Don’t Retire; Just Stop Stressing
By Matt Boelter, Financial Advisor and Shareholder The post-retirement phase of your life is supposed to be a time when you embrace relaxation and reduce stress as much as possible. It is an opportunity to enjoy life without the worries that the daily grind of work entails. However, for many, working provides such structure and…
Read More
What Will Retirement Look Like for You?
Written by Mark Jaeger, CFP® For most of the last century, people either worked their entire lives (as long as they were physically able) or else they “retired” at around age 65 and lived out their few remaining years at home in rest and relaxation. Today, retirement is different. People commonly live 20 or 30…
Read More
5 Ways to Play the New Tax Law
Written by Joe Erickson, CPA The new tax law—known officially as the Tax Cuts and Jobs Act (TCJA) and signed into law in December 2017—took effect at the beginning of the 2018 tax year. Among its major adjustments, the TCJA almost doubled the standard deduction, lowered tax brackets, repealed the Affordable Care Act’s individual mandate,…
Read More
Financial Fitness for Women
Written by Mary Ann Ferreira, CFP®, CDFA™, AIF® Original article posted on Market Watch Here
Read More