Eikenberry Retirement Planning

Videos

Social Security 101

For most retirees, Social Security will make up 30-80% of their retirement income! Social Security is a very complicated program, which is why we specialize in helping clients figure out when and how they should take their benefits. In this video for Financial Literacy Month, Nick and Erin discuss how your benefits are calculated, and they walk through how to set up an online account.

CORRECTLY Naming Beneficiaries

April is Financial Literacy Month and Eikenberry Retirement Planning is helping you avoid a very common mistake: not properly naming your beneficiaries. In this video, Luke and Erin discuss why naming beneficiaries is free and easy, but often overlooked. Luke also explains the difference between "per stirpes" and "per capita"... HINT: if you don't know the difference, you may be unintentionally disinheriting your grandkids!

SECURE Act 2.0

The Secure Act 2.0 recently passed the House with overwhelming, bipartisan support. Among the exciting headlines: your 401(k) could get a $10,000 boost! In this video, Luke and Erin break down some of the other provisions including: -Changes to Your 401(k) Options at Work -Increased "Catch Up" Contributions -New Starting Age for RMDs

April is Financial Literacy Month!

A recent study by FINRA found that 1/3 of Americans are failing the test for financial literacy. This can be a huge disadvantage for working Americans because the personal savings for retirement have become much more common than the pension plans of old. This month, we will be releasing a series of videos on basic economic concepts, so stay tuned!

Our Team

Nick Boeckman, CFP®

Nick has joined Eikenberry Retirement Planning in February of 2012 and will be instrumental in our business continuity plan along with managing the daily activities of the office, including new business, client services, marketing, conducting educational financial workshops and client appreciation events...

Full Bio

Luke Bertke

Nick Boeckman, CFP®

Luke joined Eikenberry Retirement Planning in April of 2017 and is an integral part of our daily activities in the office, including new business, client services, marketing, conducting educational financial workshops and client appreciation events...

Full Bio

About Us

Retirement Income Planning

Is there a way to maximize your social security? Can you guarantee lifetime income from your retirement accounts?

Find out more

Estate & Tax Planning

Will you leave your heirs with a large tax burden upon your passing? Is there a way to ensure that your estate is transferred to the next generation without probate or other headaches?

Find out more

Investment Solutions & 401(k) Management

Is your portfolio susceptible to market risk, timing risk, or sequence of returns risk? How will your portfolio perform in a down market?

Find out more

Investment Advisory Services are offered through Brookstone Capital Management, LLC, (BCM) a Registered Investment Advisor. 1745 S. Naperville Road, Suite 200 Wheaton, IL 60189 www.brookstoneCM.com (630) 653-1400. Additional information about BCM is also available on the SEC’s website at www.adviserinfo.sec.gov. However, please note that registration as an Investment Advisor or Investment Advisor Representative does not imply any level of skill or training. BCM and Eikenberry Retirement Planning (ERP) are independent of each other. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. For a complete description of investment risks, fees and services, review the BCM firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting BCM.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

We take protecting your data and privacy very seriously in accordance with the January 1, 2020 California Consumer Privacy Act (CCPA).

Eikenberry Retirement Planning

Schedule a consultation with a CERTIFIED FINANCIAL PLANNER™

Videos

Social Security 101

CORRECTLY Naming Beneficiaries

SECURE Act 2.0

April is Financial Literacy Month!

Our Team

Nick Boeckman, CFP®

Nick Boeckman, CFP®

Nick Boeckman, CFP®

Luke Bertke

Nick Boeckman, CFP®

Nick Boeckman, CFP®

Subscribe To Our Newsletter

About Us

Retirement Income Planning

Estate & Tax Planning

Investment Solutions & 401(k) Management

Upcoming LIVE Events

Eikenberry's Two Cents

FREE Portfolio Analysis Request

Can your portfolio handle the stress of retirement? Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio at no costs!

Our Team is Here to Help!

Contact Us

Get Started Today

Eikenberry Retirement Planning

Hours

Schedule an Appointment

Eikenberry Retirement Planning

Schedule a consultation with a CERTIFIED FINANCIAL PLANNER™

Videos

Social Security 101

CORRECTLY Naming Beneficiaries

SECURE Act 2.0

April is Financial Literacy Month!

Our Team

Nick Boeckman, CFP®

Nick Boeckman, CFP®

Nick Boeckman, CFP®

Luke Bertke

Nick Boeckman, CFP®

Nick Boeckman, CFP®

Subscribe To Our Newsletter

About Us

Retirement Income Planning

Estate & Tax Planning

Investment Solutions & 401(k) Management

Upcoming LIVE Events

Eikenberry's Two Cents

FREE Portfolio Analysis Request

Can your portfolio handle the stress of retirement? Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio at no costs!

Our Team is Here to Help!

Social

Contact Us

Get Started Today

Eikenberry Retirement Planning

Hours

Schedule an Appointment

Cookie Policy