Click Here to Email Mike! Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC. The advisory firm providing you this report is an independent financial services firm and is not an affiliate company of AE Wealth Management, LLC. Investing involves risk, including the potential loss of principal. No investment strategy…

Read More

Click Here to Email Mike! Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC. The advisory firm providing you this report is an independent financial services firm and is not an affiliate company of AE Wealth Management, LLC. Investing involves risk, including the potential loss of principal. No investment strategy…

Read More

Stop Fighting, Start Planning: How to Build a Retirement That Satisfies Both Spouses By VICTORIA GEHRISCH, INVESTMENT ADVISER REPRESENTATIVE August 23, 2019 Kiplinger Article “We’re fine.” “I’ve got it covered.” “We have plenty of money.” “You don’t have to worry; I left the password to the accounts by the computer.” I hear these comments all the…

Read More

Old Estate Plans May Be Harmful To Your Wealth By Martin Shenkman September 27, 2019 Forbes Article   Most folks do not  update their estate plans often enough. The most common (and most absurd) excuse for not updating planning that most advisers hear is: “Nothing has changed.” If “nothing has changed,” you should not need…

Read More

1 in 3 boomers makes this critical retirement mistake — far more than in other generations Published November 16, 2019 By Catey Hill MarketWatch Article   The risk is real. Far too many workers are taking unnecessary risks with their retirement savings by putting too much of their money into stocks, according to Fidelity’s Q3 2019 Retirement Analysis,…

Read More

  5 Surprising Facts to Know About Retirement By GREG O’DONNELL, INVESTMENT ADVISER | O’Donnell Financial Group November 11, 2019 Kiplinger Article You’ve worked the majority of your life. And, you deserve to have many blissful years ahead, which is why it’s so important to have a plan. The first step is education: There are many facts you…

Read More

4 Big Considerations Before You Retire Published July 30, 2019 By DANA ANSPACH Balance Article   The scary thing about many retirement decisions is that they are permanent. Take time to think through choices about your biggest retirement decisions: When to begin claiming Social Security When to retire from your job What are your pension options How…

Read More

Estate Planning Before 2020 Election: Maybe Only One Spouse Should Make Gifts Published Oct 4, 2019, 09:36am By Martin Shenkman Forbes Article   One of the most common estate planning tools right now is the use of non-reciprocal spousal lifetime access trusts (“SLATs”). We’ll explain that common planning technique and then why the way many…

Read More

Photo from Getty images Money Management Myths Exposed Published October 7, 2019  By Cybele Weisser, AARP AARP Article   Owning a car is always better than leasing. A lot of people are stretching out the terms of their car loans to 72 months—that’s six years—in order to afford the payments. But if you do that, you have…

Read More

Photo from Getty images Tax-Free Investment Strategies Published September 23, 2019 By BRIAN EVANS, CPA, PFS Kiplinger Article   “There’s one for you, 19 for me, cuz I’m the tax man” was from the first tax protest song as performed by the Beatles. You see, Britain imposed the 95% tax bracket on the Fab Four, leaving…

Read More