October 2018

Stretch IRA Rules and “See-Through” Trusts – What You Need to Know

2018-10-05T14:00:42+00:00By |Categories: Advanced Planning, Estate Planning, Nathan Krampe, Probability of Success, Wealth Enhancement|

Trusts can be a beneficiary for your IRA, but you will want to be familiar with the requirements for trust a to be a qualified “see-through” trust. Meeting these requirements is the only way the valuable “stretch” advantage can be used by trust beneficiaries. The stretch is the ability of the named beneficiary to [...]

September 2018

A Common Sense Guide To Heart Health

2018-09-17T11:10:49+00:00By |Categories: Nathan Krampe, Probability of Success|

https://www.youtube.com/watch?v=BMyjp52PKe4&width=250&height=141&cc_load_policy=1 A Common Sense Guide To Heart Health It’s been said that a man with health has a thousand dreams, while a man with no health has but one. Don’t you owe it to yourself, your family, your career and your community to have not only a thousand dreams, but also the energy and [...]

The Certainty of the Uncertainty

2018-09-10T15:02:05+00:00By |Categories: Advanced Planning, Market Update, Nathan Krampe, Probability of Success, Wealth Enhancement|

Managing life circumstances effectively with your money. "When your advisor reinforces the importance of rational decision-making, you are often better positioned for managing life circumstances effectively. Instead of chasing returns, you will be prepared for what we call the 'certainty of uncertainty.’” https://www.youtube.com/watch?v=nEnb2HnIZ88

The Return of School – College Planning

2018-09-05T12:31:08+00:00By |Categories: Advanced Planning, Nathan Krampe, Probability of Success|

Every year after Labor Day, we're reminded of the new school year.  This year is no different.  Planning for school is essential, especially when it comes to your finances.  Here are general rules surrounding the most popular plan, the 529 College Savings plan. Your "need-to-know" corner: When assessing plans, chose on that is rated well [...]

August 2018

Managing Your Income Gap (What You’ve Saved and What You’ll Need)

2018-08-27T08:58:45+00:00By |Categories: Advanced Planning, Nathan Krampe, Probability of Success, Wealth Enhancement|

No matter how far away you are from retirement, it’s a good idea to take the time to add up what your retirement income might look like when that day arrives. Then you can accurately determine your needs. https://www.youtube.com/watch?v=nHei61BoeKw Written by Tom Hurley in the Financial Freedom Studio.

July 2018

June 2018

May 2018

Qualified Charitable Distributions

2018-05-17T08:25:42+00:00By |Categories: Advanced Planning, Probability of Success, Taxes|

If you are over the age of 70 ½, the government requires you to take annual distributions (withdrawals) from your retirement account—a provision known as the required minimum distribution (RMD). Up to a certain amount, these distributions may be made tax-free as long as they are directed to a qualified 501(c)(3) organization, an option [...]

April 2018

Savvy Negotiating: To Get the Moon, Ask for the Stars

2018-05-07T13:07:06+00:00By |Categories: Probability of Success|

One key way to build serious wealth—whether in a business or your everyday life—is to effectively and consistently negotiate deals that are good for you and your bottom line. Ideally, everyone walks away from a negotiation feeling good about the outcome—a win-win scenario. But ultimately, to be successful you must achieve your minimum goals and [...]

The Tax Cuts and Jobs Act

2018-04-23T14:25:53+00:00By |Categories: Probability of Success, Taxes|

The Tax Cuts and Jobs Act: The Challenges, Changes and Historic Legislation That Could Impact Your Tax Bill (SECTION 1) When President Trump signed the Tax Cuts and Jobs Act into law on Dec. 22, 2017, it signified the end of a challenging process of compromise, negotiation and reconciliation between the competing [...]