chusted

About Chris Husted

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So far has created 300 blog entries.

Saved by the Rush-Ins

May 22nd, 2017|

By Pete Biebel, Vice President

Last week the market sprang out of its hibernation. Trading action had been fairly quiet through the first two days of the week, though both the S&P 500 Index (SPX) and the NASDAQ Composite Index (COMP) reached slightly higher new highs each day. Wall Street’s tolerant optimism in the new administration’s […]

When Should I Start Taking Social Security?

May 22nd, 2017|

By Kortney Christensen, CFP®, Executive Vice President, Director of Sales and Marketing and Theresa Fry, Senior Vice President and Manager, IRA and Retirement Plans

For many of us, Social Security represents a significant part of our retirement income. The Social Security Administration (SSA) reports that 61% of beneficiaries received at least half of their income from […]

An Un-Sprung Spring

May 15th, 2017|

By Pete Biebel, Vice President

Spring has sprung, but since the market’s late winter run to new highs, stocks have lapsed back into hibernation. Market activity is quieter than a mime in a monastery. It’s duller than a ditch digger’s docu-drama. The most surprising aspect of the market’s recent lack of volatility is that, given the […]

How to Determine Your Retirement Income Sources

May 15th, 2017|

By Kortney Christensen, CFP®, Executive Vice President, Director of Sales and Marketing

To help you plan for retirement, a first step in the process is to determine your retirement income sources. Consider these three sources:

Identify Your Reliable, Consistent Income
When you retire, what income stream(s) will act like your paycheck? Perhaps this is social security and/or a […]

How Confident Are You With Your Retirement Plan?

May 8th, 2017|

By Theresa Fry, Senior Vice President and Manager, IRA and Retirement Plans

Time does funny things—one minute we’re excited at a new job and our prospects for the future. We’re eager to move into the world, assert our independence and enjoy the fun that financial freedom seems to offer. Then, in what seems to be a […]

IRS Now Using Private Debt Collectors Which Might Confuse Taxpayers

April 26th, 2017|

By Tim Moran, Vice President and Senior Manager, Operational Risk

For years scammers have placed phone calls claiming to represent the IRS. Typically, they threaten potential victims with arrest unless they immediately pay a delinquent tax debt. The IRS had countered these scams by publicly stating that they never contact taxpayers by phone. That’s about to […]

Tax Tip Tuesday: That Was Fun, Let’s Do It Again!

April 18th, 2017|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

Today is the last day of tax season, and what a fun season it was! You may feel some relief, or you may feel ongoing anger. Either way the 2016 tax season is over. That said, the 2017 tax season is […]

Sugar High

April 17th, 2017|

By Pete Biebel, Vice President

Little children love the concept of The Easter Bunny. Free candy is awesome! As very young children grow older, the months and years go by, their admiration and enjoyment of the concept continues undiminished, but their belief in the delivery mechanism abates and eventually disappears. Over that time, many such children […]

Tax Tip Tuesday: Higher Income Means More Taxes

April 11th, 2017|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

Earning a high income may get you many nice things, but it also gets you the pleasure of paying more taxes. Many tax thresholds are indexed for inflation, like the AMT tax exemption or the phase-out of certain deductions. However, taxes […]

Frozen Doe

April 10th, 2017|

By Pete Biebel, Vice President

In a week that was loaded with market-moving economic reports and skyrocketing geopolitical tension as well as an eye-opening release of the Fed meeting minutes, the stock market went nowhere. Like the proverbial deer frozen in panic staring into the headlights of an approaching vehicle, the market was emotionally charged, but […]