Curious about Social Security and what’s true versus what’s myth? You’re not alone! In fact, a significant number of Americans hold misconceptions about Social Security. For instance, a 2024 survey by the TransAmerica Center for Retirement Studies found that 38% of current workers fear that Social Security benefits will disappear before they retire. Additionally, a 2023 Gallup poll revealed...Read More
As you approach your retirement years, understanding how to minimize RMD taxes becomes crucial for preserving your financial well-being. Required Minimum Distributions (RMDs) can significantly impact your retirement strategy and tax planning. In this post, we’ll explain what RMDs are, who they affect, and explore 5 strategies to minimize RMD taxes to help reduce the...Read More
We’re excited to announce that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an article titled, “‘T-Bill and Chill’ Is a Hard Habit for Investors to Break,” which was shared by various news outlets, including Advisor Perspectives, Yahoo Finance, Bloomberg, Barchart, Nasdaq, and WealthManagement.com. The article delves into the phenomenon where...Read More
By Kelley Muhsemann Marketing Manager It’s hard to believe we’re already halfway through the year, but this is the perfect time to take a step back and reflect on your financial journey so far. Whether you’re saving for a big purchase, planning for retirement, or just trying to get a better handle on your finances,...Read More
As you may know, our Chief Investment Officer and CEO, Steven Rogé is an active member of Ed Slott’s Elite IRA Advisor GroupSM, an exclusive organization dedicated to the ongoing study and mastery of constantly changing and complex tax laws impacting your retirement savings. Ed and his team of IRA Experts are a valued part...Read More
Retirement is a milestone many of us eagerly anticipate, filled with visions of leisure, freedom, and exciting new adventures. However, transitioning into this next chapter of life requires thoughtful and intentional planning to ensure a smooth and fulfilling experience. Whether your dream is to travel the world, spend quality time with family, or simply savor...Read More
By Kelley Muhsemann Marketing Manager Wrapping up Financial Literacy Month, the fourth and final article in our financial literacy series takes a deep dive into the budding Generation Z. More commonly referred to as “Gen Z,” this cohort was born between 1997 and 2012, and make up about 14% of the U.S. population. According to...Read More
By Kelley Muhsemann Marketing Manager The third article in our financial literacy series focuses on Generation Y – more commonly known as “Millennials.” Born between 1981 and 1996, Millennials came of age during the Great Recession, and face a unique set of financial challenges compared to previous generations. In fact, according to Investopedia, Millennials “have entered...Read More
The second article in our Financial Literacy Month series is dedicated to Generation X. Born between 1965 and 1980, “Gen X” is balancing career advancement with heightened financial anxiety. This “sandwich generation” is in their key wealth-building years while also juggling working and caregiving. A recent study by Bankrate found that this cohort is significantly...Read More
