General

Summer Savings Strategies: Indexed Variable Annuities May Provide a Buffer from Loss

May 22nd, 2019|

By Dan Schulte, Vice President and Manager, Annuities and Insurance

There are times when stock market volatility leaves some investors worried about meeting their retirement goals. This has left many of these individuals seeking products that can provide downside protection with upside potential.  A product that can help give investors some degree of piece-of-mind in turbulent […]

Summer Savings Strategies: Be Disciplined and Systematic

May 15th, 2019|

By Bruce Buerkle, CFA, Senior Vice President, Manager Securities Research Support

Have you reviewed how much you are saving annually and considered whether there are opportunities to increase your savings rate? Developing a “pay yourself first” plan can reap large rewards over the long term. Look for ways to automate your savings such as establishing a […]

Summer Savings Strategies: The Earlier the Better – Graduates Should Start Saving for Retirement Now!

May 8th, 2019|

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans

Congratulations college graduates, all your late-night study sessions and frantic essay writing is finally over! Now, welcome to the “real world” as your attention begins to turn to matters of joining the workforce and actual adult financial matters. Saving for retirement is probably near the […]

2019 Summer Saving Strategies

May 1st, 2019|

By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning

Temperatures are warming up and flowers are blooming which means summer is right around the corner.  Have you been busy making summer plans?  Are you going to travel somewhere for a well-deserved vacation?  Are you planning to finally read that book you […]

April Brings Taxes, National Retirement Planning Week and Financial Literacy Month

April 11th, 2019|

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

Nowadays, it seems there is a day, week, or month devoted to everything – National Garlic Day, National Bowling Week, and National Canine Fitness Month to name a few.  In the financial world, the month of April bring us our tax filing deadline day, […]

Plan Now for a Peaceful and Debt Free Holiday

November 8th, 2018|

By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing

Halloween has passed, and Christmas is popping up everywhere! It’s easy to get carried away with all of the exhilaration leading up to the holidays, but don’t let the excitement steer you to more anxiety than peace this holiday season.

Do you remember every gift that […]

Scary Financial Mistakes: Overlooking Incapacity Planning

October 31st, 2018|

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

With Halloween upon us, we have the last scary financial mistake of our series.  This is one of the most important, most overlooked, and often most dreaded part of planning:  planning for your incapacity.

Many feel incapacity is as likely as the boogey man under […]

Scary Financial Mistakes: IRA Rollover Blunders

October 24th, 2018|

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

Nothing can be scarier than receiving an IRS notice in the mail, especially if the letter suggests that you owe additional taxes, interest, or penalties.  When a botched IRA rollover is the cause, that mistake can lead to bigger problems with the loss of […]

Scary Financial Mistakes: Becoming Disabled without Insurance

October 17th, 2018|

By Dan Schulte, Vice President and Manager, Annuities and Insurance

Disability is frightening, so much so that you might not want to think about it at all. However, becoming disabled without proper planning could make the burden of a disability even worse by resulting in a significant economic hardship for you and your family. The chances […]

Scary Financial Mistakes: Failing to Take Advantage of Your 401(k) Plan

October 10th, 2018|

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans

When thinking about the prospects of saving for retirement, it’s normal to feel overwhelmed or scared about where to start.  If you are fortunate enough to work for an employer that sponsors a 401(k) plan, you have an easier way to facilitate the journey toward […]