Summer Savings: Is This the Right Time to Start Investing?

Summer Savings: Is This the Right Time to Start Investing?

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans The thought of participating in the market can be a very scary proposition for those just beginning their investment journey. Many people who are considering investing fixate on...

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Summer Savings: Yes, Kids With Jobs Can Have an IRA

Summer Savings: Yes, Kids With Jobs Can Have an IRA

By Theresa Fry, Senior Vice President, Manager of IRA's, Retirement & Education Planning It is hard to be out and about these days without seeing help wanted signs. They are everywhere.  Restaurants, grocery stores, and retailers small and large are...

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Summer Savings: Where to Hold Which Investments

Summer Savings: Where to Hold Which Investments

By Jack Kraft, CFA, Advisor Directed Portfolio Analyst   As individuals build wealth, planning for retirement becomes more complicated with investors owning multiple account types in a single household. Many people make the mistake of choosing a...

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Summer Savings: Strategies for Success

Summer Savings: Strategies for Success

By Theresa Fry, Senior Vice President and Manager of IRA's, Retirement and Education Planning With Memorial Day weekend behind us and temperatures warming up, the unofficial kickoff to summer has begun. Thankfully, more and more states are lifting their...

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The Importance of Health Care Planning During a Time of COVID

The Importance of Health Care Planning During a Time of COVID

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies Times have changed.  Masks, social distancing, quarantine – it’s a new world.  One thing that remains, though, is making sure you plan for yourself in case of an emergency. ...

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Year-End Financial To-Do: 2020 is Over, Get Ready for 2021

Year-End Financial To-Do: 2020 is Over, Get Ready for 2021

Now that we’re literally on the cusp of the dawn of a new year, here are a handful of reminders to put the wraps on our year-end blog series. We hope you have found these useful and encourage you to take note and take action on the items that are...

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Year-End Financial To-Do: Create a Plan for the Future

Year-End Financial To-Do: Create a Plan for the Future

By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing Bring on the New Year! As you celebrate the end of 2019 and bring on the holiday cheer for 2020 hopefully you feel good in knowing that you have a financial plan for the...

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Scary Financial Mistakes: What Is Your Financial Plan?

Scary Financial Mistakes: What Is Your Financial Plan?

By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing Ghosts, goblins, monsters, spiders – What scares you? When it comes to your finances, mistakes and oversights can be very scary and costly!  During October, we will review...

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Summer Savings Strategies: Budgeting and Saving

Summer Savings Strategies: Budgeting and Saving

By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing Creating a budget is the simplest way to start working toward achieving your financial goals. As the end of summer approaches, it is a good time to start planning for the...

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Summer Saving Strategies: Protect Your Savings

Summer Saving Strategies: Protect Your Savings

By Dan Schulte, Vice President and Manager, Annuities and Insurance Does the recent stock market volatility have you a bit jittery?  If so, maybe the purchase of a deferred annuity could help by providing downside protections for accumulation, income,...

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Summer Savings Strategies: Fight Inflation

Summer Savings Strategies: Fight Inflation

By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing Purchasing power has stayed fairly stable over the last decade, but for anyone who has lived and invested for 30 or 40 years, the effects of inflation on your savings are...

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When to Consider a Nonqualified Deferred Compensation Plan?

When to Consider a Nonqualified Deferred Compensation Plan?

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans As an employer, it’s important to have enthusiastic and engaged employees, and one way to impact that is by offering competitive employer-sponsored benefits (i.e.  retirement plans,...

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Summer Savings Strategies: Be Disciplined and Systematic

Summer Savings Strategies: Be Disciplined and Systematic

By Bruce Buerkle, CFA, Senior Vice President, Manager Securities Research Support Have you reviewed how much you are saving annually and considered whether there are opportunities to increase your savings rate? Developing a “pay yourself first” plan can...

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