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February, 2020

Retirement Is a Beginning

See if you are prepared to begin your retirement by answering four key questions. Provided by Premier Wealth Advisors How do you know you are psychologically ready to retire? As a start, ask yourself four questions. One, is your work meaningful? If it is emotionally and ...

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Filed Under: Blog Tagged With: retirees, retirement, Retirement Planning, Retirement plans, work

January, 2020

Annual Financial To-Do List

Things you can do for your future as the year unfolds. Provided by Premier Wealth Advisors What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific ...

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Filed Under: Blog Tagged With: assets, charitable gift annuities, financial advisor, financial planning, HSA, Retirement Planning, Retirement plans, small business, Taxes, withholding status

September, 2019

Pretax Retirement Account vs. Roth – Which One is Right for You?

By: Josh Koehnen, MsBA, CFP® The road to an easy retirement can be plagued with difficult decisions but choosing the correct 401(k) plan does not need to be one of them. Selecting the type of 401(k) plan that will benefit you the most is crucial to a comfortable life post-work. Both the Roth ...

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Filed Under: Blog, Commentary Tagged With: 401(k), retirement, Retirement Planning, Retirement plans, roth 401(k), Roth IRA, traditional 401(k)

March, 2016

Reducing the Risk of Outliving Your Money

What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask retirees that question, “outliving my money” may likely be one of the top answers. Retirees and pre-retirees alike share this anxiety. In a 2014 Wells Fargo/Gallup survey of ...

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Filed Under: Commentary Tagged With: retirement, Retirement Planning, Retirement plans

October, 2015

Retirement Blindspots

Some life & financial factors that can be overlooked. We all have a “blue sky” vision of the way retirement should be, yet it helps to plan for retirement with a little pragmatism. Fate may alter the course of our retirement in ways we do not currently anticipate. So as we plan for the next ...

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Filed Under: Commentary Tagged With: retirement, Retirement Planning, Retirement plans

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Investment adviser representatives offering advisory services through Premier Wealth Advisors (PWA), a registered investment adviser. Securities and additional advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and a registered investment advisor, Member FINRA / SIPC. PWA and IFG are unaffiliated entities. | [ Privacy ]


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Securities in California; Alabama; Arizona; Connecticut; Florida; Massachusetts; Minnesota; New Mexico; Nevada; Ohio; South Carolina; Texas; Virginia and Washington.


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