Retirement Insights
The Bottom Line BlogInsurance When You Marry After 40
With people marrying later in life these days, coverage has become even more important. Provided by Nick Boeckman, CFP® When you marry, you buy life...
Economic Lessons from Used-Car Inflation
Various factors drive used car prices. Provided by Nick Boeckman, CFP® Inflation is defined as the general upward price movement of goods and...
Inflation Can Be a Scary Word
There are compelling reasons to adopt a wait-and-see approach. Provided by Nick Boeckman, CFP® Inflation can be a scary word for people who are...
Are You Ready for the Second Act of the Secure Act?
Some potential benefits of the Securing a Strong Retirement Act. Provided by Nick Boeckman, CFP® Recently, you may have seen headlines regarding the...
What in the World Are NFTs?
A Look at Non-Fungible Tokens. Provided by Nick Boeckman, CFP® Non-fungible tokens, or NFTs, have been the recipient of the latest buzz. NFTs are...
2021 Retirement Confidence Survey
A deep dive into workers' expectations in retirement versus actual income sources. Provided by Nick Boeckman, CFP® Will your retirement dreams match...
Buffett and Powell Talk Inflation
The Oracle of Omaha and the Fed Chair seem to be at odds. Provided by Nick Boeckman, CFP® What does it mean when two of the most powerful voices in...
Debate Starts on Capital Gains Tax
What to expect and why. Provided by Nick Boeckman, CFP® Now and again, the price action on Wall Street can surprise even the most seasoned...
Surrender Charges
Financial Literacy Month Term of the Day SURRENDER CHARGES A penalty imposed on an annuity by the insurance company if the contract owner terminates...