Medicare Basics You Need To Know

Andy Lucking By | On September 26, 2017

The concept of Medicare can be murky for soon-to-be retirees. If you learn basic enrollment guidelines and some of the nuances of various Medicare plans, you’ll be empowered with the knowledge you need to make better decisions—and avoid costly penalties. Here, we explore key points and address common questions about this federal health insurance program. […]

Social Security Changes

Bryan Pratt By | On November 11, 2015

President Obama recently signed the Bipartisan Budget Act of 2015 into law. Among other things, this two-year budget deal contains several provisions designed to close perceived loopholes in social security claiming strategies. Those most likely to be affected by this legislation are individuals who have yet to claim their benefits and who planned to employ […]

Download our Financial Guide, “Mapping your Financial Future”

Dan Kutzke By | On October 25, 2015

The achievement of wealth does not happen by accident. You don’t have to be wealthy to have a secure financial future. Like anything, it comes with hard work, attention to detail, discipline and the execution of a thoughtful plan. Many start out by trying to do it on their own, but as they begin to […]

The Changing Landscape of Retirement

Dan Kutzke By | On August 19, 2014

The retirement landscape is changing. Seniors represent a larger percentage of the population than they ever have before and that figure will continue to rise. Not only are population trends changing, how seniors and retirees spend their time, priorities and dollars will also greatly change in the coming years. With this shift in senior population […]