The Privileges of Age: Top Tax Deductions All Seniors and Retirees Need to Know (SECTION 2) Seniors and retirees understand the importance of making every dollar count. One way to do just that is to make sure you don’t miss out on potentially valuable tax breaks. Educating yourself about the tax deductions [...]
About Nathan Krampe, CFP®Since beginning his financial planning career, Nathan has worked with a broad scope of clients managing a full spectrum of financial planning issues. He graduated from the University of Minnesota with a Bachelor of Individualized Studies degree highlighting three separate majors, marketing, communication, and computer science. After college, he continued his studies at Kaplan University and College of Financial Planning where he obtain his licenses and increased his knowledge of financial matters. Nathan joined the Summit Team in 2007, serving clients with a goal of maximum client satisfaction. In 2013 Nathan was awarded the CERTIFIED FINANCIAL PLANNER™ professional designation from the College of Financial Planning. In 2017, Nathan was awarded one of "America's Top 500 Next Generation Wealth Advisors" in Forbes Magazine. Nathan was also recognized in 2016 as a top financial advisor and named to LPL’s Patriot’s Club. This premier honor is awarded to less than 10% of the firm’s approximately 15,000 advisors nationwide. In April of 2015, Nathan appeared in the Wall Street Journal as "Ten Five Star Wealth Managers You Need to Know," as well as Smart Money Matters with host Brad Sattin. Additionally, he appeared in Minneapolis / St Paul Magazine as a Five-Star Wealth Manager* for 2018, 2017, 2016, 2015, and 2013. Nathan currently holds a series 7 and 63 securities qualifications through LPL Financial, an Investment Advisor Representative (IAR), and holds life insurance license with variable lines. Nathan enjoys spending time with his wife Sarah and sons Micah and Isaac. He is a 16-year resident of Minneapolis and helped start a new church in the area where he gives of his time on the Elder board and Finance Team. To relax, he loves to spend time outdoors running, hiking, biking, and traveling. Check the background of your financial professional on FINRA's BrokerCheck *Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth Managers.
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 [...]
Daily Insights Earnings season is off to a strong start. With 87 S&P 500 Indexcompanies having reported first quarter 2018 results, Thomson-tracked earnings for the quarter are tracking to an impressive 20% year-over-year increase, above the 18% expected as of April 1. The strong increase is being driven primarily by solid economic growth, a weak U.S. dollar, and [...]
Earth Day was celebrated Sunday, April 22, 2018, and this environmentally focused holiday may have some investors thinking about how the companies they invest in impact the world around us. Labels such as socially responsible investing (SRI), “environmental, social, and governance” (ESG), and “impact investing” are often used to describe strategies that invest in ways [...]
From the desk of Lori Aufderhar, Summit’s Director of Operations/Retirement Coach: It’s been a long winter this year here in Minnesota, but it seems like the end is finally in sight! I've been thinking of getting away to somewhere warm and sunny, even though I’ve already taken 2 trips to Arizona this winter. Seeing a [...]
https://www.youtube.com/watch?v=F_MSVI-6CXc Two simple action items to improve your Wealth Plan To schedule a 60 minute in-office meeting please click here. summitinvest.com email@example.com
Sean McDermott, CFP®, was recently recognized in the Top Ten by Forbes Magazine as one of the 2018 Best-In-State Wealth Advisors. According to Forbes, advisors selected for the inaugural list were assessed on a variety of criteria, including years of experience, community involvement, and client retention data*. "This is a huge accomplishment," said Andy Kalbaugh, LPL [...]
The S&P 500 Index continues to find support near its 200-day moving average and recently bounced near the early February lows. Additionally, the retest of the February lows took place on lower volume, which is a positive sign that we could be nearing the end of this bottom process. “The last time we made a [...]
“In the book of life, the answers aren’t in the back.” Charlie Brown Markets are not easy to navigate, as fear and greed can often get in the way of prudent investment decisions. As much as we would like a script to follow, it isn’t that simple. Much like the quote from Charlie Brown on [...]
Daily Insights Earnings season kicks into high gear this week. Reports ramp up this week with about 15% of consensus S&P 500 Index firms reporting results. Despite the lackluster response to financial companies’ results on Friday, we continue to expect a strong earnings season, driven by solid global economic growth, robust manufacturing activity, a weaker U.S. dollar, and [...]
From the desk of Lori Aufderhar, Summit’s Director of Operations/Retirement Coach: I often hear in my office that retirement is the busiest time of life – is that true for you? Recently, I shared a post asking if you’re busy with what you want to be busy with, or have you taken on someone else’s [...]
https://www.youtube.com/watch?v=rATOU-CGNfc Nathan Krampe, CFP answers that age old question: What does The Baseball Hall of Fame, The Oscars, and the Nobel Prize have to do with your Wealth Management? To schedule a 60 minute in-office meeting please click here. summitinvest.com firstname.lastname@example.org
Nathan was awarded this great honor for the fifth time. Five Star Professional conducts market research to define and promote professional excellence in the professions we serve. The Five Star designation assists consumers in selecting a service professional that other consumers say provides exceptional client satisfaction and service.
According to Forbes, advisors were selected for the list based on insights from SHOOK Research™, which compiles quantitative and qualitative data. Advisors were evaluated using a variety of criteria and must have been born after 1980 to qualify for the award*. LPL advisors recognized on the list include: Michael Carpenter, Danielson Financial Group, Las Vegas Brandon Collier, Collier Financial, [...]
https://www.youtube.com/watch?v=8GtUuwoN-gM 60% of Retired Minnesotan's Don't Have This! If you are part of the 60% of retired Minnesotans who don't have a basic estate plan, this workshop will help. You owe it to yourself to not waste the opportunity to better the lives of those you care about. Thursday, April 19th @ 4:30pm [...]
First quarter earnings season kicks off this week with several financial companies reporting results on April 12–13, and we are expecting another strong quarter of results. The S&P 500 Index has grown earnings at a double-digit clip three out of the past four quarters (as shown in today’s Chart of the Day below); could it [...]
Daily Insights First quarter earnings season kicks off this week. Several financial companies will report results on April 12-13, marking the unofficial start of first quarter earnings season. The S&P 500 Index has grown earnings at a double-digit clip three out of the past four quarters, and we believe is likely to make it four out of five. [...]
https://www.youtube.com/watch?v=I-QTAC8mGcI Nathan Krampe, CFP discusses your "Probability of Success" and show the Five Success Drivers for Preserving Your Wealth.
From the desk of Lori Aufderhar, Summit’s Director of Operations/Retirement Coach: Typically when I talk with retirees about retirement they are in one of three categories. Go Go is where they are on the go, just retired, and hitting that bucket list. Whether they’ve just bought the RV and have hit the road for 4 [...]
https://www.youtube.com/watch?v=OK_P2CoWEwM Nathan Krampe, CFP discusses your "Probability of Success" and show you "How to LOVE Stock Market Corrections." summitinvest.com email@example.com