National Estate Planning Awareness Week Begins Today

National Estate Planning Awareness Week Begins Today

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies Today, October 19, marks the start of the National Association of Estate Planners & Councils (NAEPC) National Estate Planning Awareness Week, the thirteenth year of the...

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Today is National 401(k) Day

Today is National 401(k) Day

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans Addressing the Retirement Savings Gap Remains a Focus of National 401(k) Day The month of September is often connected with the celebration of Labor Day, a holiday to honor and...

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Consider Ways to Minimize Your Tax Bill

Consider Ways to Minimize Your Tax Bill

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies We all look to create the best portfolio for our personal goals. Some of the important choices to help do that include whether you should invest in a stock as opposed to a...

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Make Your Wishes Known Should the Unthinkable Happen

Make Your Wishes Known Should the Unthinkable Happen

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies If 2020 has shown us anything, it’s that you never know what may be around the corner. Quarantines, closings, video meetings; no one saw that coming. In short, what this...

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Scary Financial Mistakes: Dying Intestate

Scary Financial Mistakes: Dying Intestate

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies As we come to the climax of the Scary Financial Mistakes series, you know how it’s going to end.  The young victim just escaped the monster, made it to the car, turns the...

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Scary Financial Mistakes: Taking Social Security Early

Scary Financial Mistakes: Taking Social Security Early

By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning One of the biggest fears most people have about retirement is running out of money.  Retirement decisions can be scary because your financial well-being depends on...

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Scary Financial Mistakes: Defaulting on a Retirement Plan Loan

Scary Financial Mistakes: Defaulting on a Retirement Plan Loan

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans Sometimes just the surprises and uncertainty in our daily lives can be scary!   At times, things just don’t work out as planned and events can happen that we didn’t anticipate; like a...

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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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Do you have the Time, Expertise and Desire?

Do you have the Time, Expertise and Desire?

By Joanne M. Welker, CFA, Senior Vice President and Manager, Advisory Services Deciding if a brokerage (commission based) or an advisory (fee based) account is right for you may feel overwhelming or something you question in your mind even after the...

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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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Summer Savings Strategies: Minimize Your Tax Bill

Summer Savings Strategies: Minimize Your Tax Bill

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies There are lots of components to investment decisions:  stock vs. bond, growth vs. value, industry trends . . . the list goes on and on.  While taxes should not be a driving...

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