By Pete Biebel, Senior Vice President
No Soup for You
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Educational Resources
Year-End Financial To-Do: Review 529 Plans and Education Expenses – 2021
By Eric Estelle, Manager, Financial Planning & Marketing
Year-End Financial To-Do: Check Your Withholding
By Theresa Cagle Fry, Senior Vice President, Manager of IRAs, Retirement & Education Planning
Lions & Tigers & Bears, Omicron!
By Ben Norris, CFA, Securities Research Analyst, Associate Vice President
Three Things to Know & Watch – Dec 6, 2021
By Bill Hornbarger, Chief Investment Officer
Year-End Financial To-Do: Making Annual Gifts to Family and Unique Charitable Giving Opportunities for 2021
By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies
Three Things to Know & Watch – Nov 29, 2021
By Bill Hornbarger, Chief Investment Officer
Year-End Financial To-Do: Holidays Are a Great Time to Address LTC Denial – pt 1, 2021
By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance
Year-End Financial To-Do: Harvest Capital Losses to Offset Capital Gains
By Eric Estelle, Manager, Financial Planning & Marketing
Three Things to Know & Watch – Nov 22, 2021
By Bill Hornbarger, Chief Investment Officer
Handle With Care
By Pete Biebel, Senior Vice President
Year-End Financial To-Do: Take Your RMDs; Consider QCDs
By Theresa Cagle Fry, Senior Vice President and Manager, IRAs, Retirement & Education Planning
Investors Everywhere: “More Earnings, Less Inflation!”
By Ben Norris, CFA, Securities Research Analyst, Associate Vice President
Three Things to Know & Watch – 15 Nov, 2022
By Bill Hornbarger, Chief Investment Officer
Investment Insights Monthly – November 2021
By Bill Hornbarger, Chief Investment Officer
It’s Flyin’ Time Again
By Pete Biebel, Senior Vice President
Three Things to Know & Watch – 08 Nov, 2022
By Bill Hornbarger, Chief Investment Officer
Halloween Can’t Spook the Equity Markets
By Jack Kraft, Advisor Directed Portfolio Analyst
Three Things to Know & Watch – 1 Nov, 2022
By Bill Hornbarger, Chief Investment Officer
Scary Financial Mistakes: Ignoring Incapacity Planning
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies
Investment Insights Quarterly – October 2021
By Bill Hornbarger, Chief Investment Officer
Three Things to Know & Watch – 25 Oct, 2022
By Bill Hornbarger, Chief Investment Officer
A Couple Dashes of Seasoning
By Pete Biebel, Senior Vice President
Estate and Gift Tax Rules May Change Again!
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies
Estate Planning: Review Your Successor Appointments
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies
Scary Financial Mistakes: Forgetting to Take Required Minimum Distributions
By Theresa Fry, Senior Vice President and Manager, IRA’s, Retirement & Education Planning
No Taper Tantrums, This Bull Market is All Grown Up
By Ben Norris, Securities Research Analyst, Associate Vice President
Kicking Off National Estate Planning Awareness Week
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies
Three Things to Know & Watch – 18 Oct, 2022
By Bill Hornbarger, Chief Investment Officer
Scary Financial Mistakes: Needing Long-term Care Without a Plan – pt 2, 2021
By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance
Three Things to Know & Watch – 11 Oct, 2022
By Bill Hornbarger, Chief Investment Officer
No Time to Die
By Pete Biebel, Senior Vice President
Scary Financial Mistakes: Retirement Planning Errors Could Lead to Frightful Outcomes
By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans
Economic & Market Recap – September 2021
Here Comes Santa Claus
By Ben Norris, Securities Research Analyst, Associate Vice President
Three Things to Know & Watch – 4 Oct, 2022
By Bill Hornbarger, Chief Investment Officer
Scary Financial Mistakes: Leaving Important Details Out of Your Financial Plan
By Eric Estelle, Manager, Financial Planning & Marketing
Business Owners May Need a Buy/Sell Agreement
By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance
Three Things to Know & Watch – 27 Sept, 2022
By Bill Hornbarger, Chief Investment Officer
Dysfunction Junction
By Pete Biebel, Senior Vice President
FOMC September Meeting Recap
Joel Wiesehan, Senior VP/Manager Fixed Income provides a recap of the September FOMC meeting.
Business Owners Have Unique Financial Planning Challenges
By Eric Estelle, Manager, Financial Planning & Marketing
Wake Me Up When September Ends
By Ben Norris, Securities Research Analyst, Associate Vice President
Three Things to Know & Watch – 20 Sept, 2022
By Bill Hornbarger, Chief Investment Officer
Investment Insights Monthly – September 2021
By Bill Hornbarger, Chief Investment Officer
Three Things to Know & Watch – 13 Sept, 2022
By Bill Hornbarger, Chief Investment Officer
A Touch of Grey
By Pete Biebel, Senior Vice President
National 401(k) Day Highlights the Importance of Retirement Planning
By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans
Three Things to Know & Watch – 7 Sept, 2022
By Bill Hornbarger, Chief Investment Officer
September Is Life Insurance Awareness Month: Do You Have the Coverage You Need?
By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance
If You Retire Early, Watch Out for IRS Penalities
By Theresa Fry, Senior Vice President and Manager, IRA’s, Retirement & Education Planning
Investment Insights Monthly – August 2021
By Bill Hornbarger, Chief Investment Officer
Planning for Sustainable Retirement Income
By Eric Estelle, Manager, Financial Planning & Marketing
Annuity Lifetime Guaranteed Income Gives Confidence
By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance
Is Your Three-Legged Stool Wobbly?
By Theresa Fry, Senior Vice President, Manager of IRA’s, Retirement & Education Planning
Nonprofit Organizations: Financial Management for a Sustainable Future
By Nick Frigerio, Vice President and Manager, Planning Applications
Summer Savings: Is This the Right Time to Start Investing?
By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans
Educational Groups Hope to Improve Compliance by Simplifying Their Plans
By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans
Summer Savings: Registered Indexed-Linked Annuities May Provide a Buffer From Loss
By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance
Healthcare Groups Increasingly Explore Options for Enhancing Workplace Benefits
By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans
Summer Savings: Yes, Kids With Jobs Can Have an IRA
By Theresa Fry, Senior Vice President, Manager of IRA’s, Retirement & Education Planning
Summer Savings: Where to Hold Which Investments
By Jack Kraft, CFA, Advisor Directed Portfolio Analyst
Summer Savings: Ways to Potentially Minimize Your Tax Bill
By Jeff Wolfe, Esq. Senior Vice President, Manager of Wealth Planning Strategies
Summer Savings: How Much Will it Cost to Eat in Retirement?
By Theresa Fry, Senior Vice President and Manager, IRA’s, Retirement & Education Planning
In A World…Where Interest Rates Go Up
By Ben Norris, Securities Research Analyst, Associate Vice President
Summer Savings: Seven Ways to Do More With an Income Annuity
By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance
Summer Savings: Graduation Marks a New Phase of Financial Responsibility
By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans
Summer Savings: Strategies for Success
By Theresa Fry, Senior Vice President and Manager of IRA’s, Retirement and Education Planning
5-2-9 Day
The month of May is also traditionally associated with graduations and new beginnings for students. It is a perfect reminder of how important a good education is in today’s world and how important it is to plan for that educational expense.
Tax Tip Tuesday: Start Planning Now for Next Year
By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies
Tax Tip Tuesday: A Retrospective of Tax Tips
By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies
Tax Tip Tuesday: Is My Social Security Taxable?
By Theresa Fry, Senior Vice President and Manager, IRA’s, Retirement and Education Planning
Tax Tip Tuesday: The Value of Tax Deferral in a Higher Tax Environment
By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance
Tax Tip Tuesday: Beware of the Dirty Dozen of Tax Scams
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies
Tax Tip Tuesday: Higher Income Continues to Mean More Taxes – 2021
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies
Tax Tip Tuesday: SEP IRAs and Some New Retirement Plan Reminders
By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans
Tax Tip Tuesday: Don’t Be Surprised by Mutual Fund Distributions
By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning
Tax Tip Tuesday: Working With a Tax Preparer – 2021
By Chris Whiting, CFP®, Executive Vice President, Director of Sales and Marketing
Tax Tip Tuesday: When is the Best Time to File? 2021
By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans
Tax Tip Tuesday: Some IRA Distributions Require Self-Reporting on Your Tax Return
By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning
Tax Tip Tuesday: Tax Season Arrives, a Little Late This Year
By Jeffrey R. Wolfe, Senior Vice President and Manager of Wealth Planning Strategies
The Importance of Health Care Planning During a Time of COVID
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies
Year-End Financial To-Do: 2020 is Over, Get Ready for 2021
Year-End Financial To-Do: Review Your Estate Plan
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies
Year-End Financial To-Do: Review 529 Plans and Education Expenses – 2020
By Debbie Placke, Vice President and Manager, Financial Planning Strategies and Marketing
Year-End Financial To-Do: Making Annual Gifts to Family and Unique Charitable Giving Opportunities for 2020
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies
Year-End Financial To-Do: Review and Rebalance Your Portfolio in this Post-Election Environment
By Bruce Buerkle, CFA, Senior Vice President, Manager Securities Research Support
Year-End Financial To-Do: Develop Your Long-Term Care Plan
By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance
Scary Financial Mistakes: Dying Without an Estate Plan
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies
Scary Financial Mistakes: Failing to Update Your Beneficiary Designations
By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning
National Estate Planning Awareness Week Begins Today
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies
Scary Financial Mistakes: Entering Retirement Without Enough Guaranteed Income
By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance
Why College Parents Should Consider a Power of Attorney
Are you preparing to send a child off or back to college? Dorm room decorations, getting the car serviced, and just about every other worry about your “little one” heading off on their own may be passing through your mind. However, one item often overlooked is that your college age children are over 18, and therefore are adults in the eyes of the law. That has some significant legal ramifications many don’t consider.
Scary Financial Mistakes: Retirement Planning Pitfalls
By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans
Scary Financial Mistakes: Start with the Scattered Pieces of Your Financial Plan
By Debbie Placke, Vice President and Manager, Financial Planning Strategies and Marketing
Businesses Need Protection from Losses Due to Employee Death or Disability
By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance
Today is National 401(k) Day
By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans
The Time for Life Insurance is Now
By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance
Consider Ways to Minimize Your Tax Bill
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies
Make Your Wishes Known Should the Unthinkable Happen
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies