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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

February, 2020

The SECURE Act

What is it and how could it affect your retirement? By: Josh Koehnen, MsBA, CFP® The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed into law in December of 2019. This bill was created to address the nation’s retirement problem by helping more Americans ...

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Filed Under: Blog, Commentary Tagged With: 529 Plan, IRA, retirement, retirement law, Retirement plans, RMDs, SECURE Act, small business, Traditional IRA

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

October, 2019

Bad Money Habits to Break

Behaviors worth changing. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these financial tendencies, now is as good a time as any to alter your behavior. #1: Lending money ...

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Filed Under: Commentary Tagged With: cash, financial advisor, financial lottery, habits, lending, money, money management, Retirement plans, spending

October, 2019

A Retirement Fact Sheet

Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.  Up to 85% of a retiree’s Social Security income can be taxed. When they discover this, ...

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Filed Under: Commentary Tagged With: 401(k), debt, financial advisor, financial planning, independents, IRA, lifestyle, retirement, Retirement plans, Roth IRA, social security

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)

August, 2019

Eight Mistakes That Can Upend Your Retirement

Avoid these situations, if you can . Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the biggest mistake is having no strategy at all. Without a ...

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Filed Under: Commentary Tagged With: financial advisor, financial planning, premier wealth, retirement, 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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