Posts Archive

Retirement

Creating your “Encore” Life Part 2

June 20, 2019
, , , , , , ,

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

June 14, 2019
, , , , , ,

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

June 7, 2019
, , , , , ,

To read Matt’s complete bio click here

Read More

Don’t Retire; Just Stop Stressing

March 20, 2019
,

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?

October 8, 2018
, ,

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

August 27, 2018
, , ,

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 Among its major adjustments, the TCJA almost doubled the standard deduction, lowered tax brackets, repealed the Affordable Care Act’s individual mandate,…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

July 9, 2018
, , , ,

Written by Mary Ann Ferreira, CFP®, CDFA™, AIF® Original article posted on Market Watch Here

Read More

Marriage: Entering a New Investment Life

April 30, 2018
, , , ,

There are a lot of issues that couples need to think about when tying the knot — wedding preparations, family, and, of course, finances. Addressing personal finance and investment issues before the big day may help improve your odds of being together years later. Here are some financial issues that you should consider when embarking…

Read More

Getting to Know Bonds

April 16, 2018
,

Many investors own bonds or debt based investments as a strategy for balancing the short-term market risk historically associated with stocks.1 It’s important to understand the characteristics of bonds when making decisions about how to invest. A bond is an “IOU” for money loaned by an investor to the bond’s issuer. In return for the…

Read More

Don’t Plan for Retirement — Plan for an Encore Life

April 9, 2018
, ,

Written by Mark Jaeger, ChFC®, CFP® – CCO/COO Original article posted on Market Watch here.

Read More

Get In Touch

Share On Social Media