As you know, new laws, rules, and regulations come about every year. It's our job to keep you on top of those changes so you don't have to! There are a few changes this year that will help determine your most efficient tax strategy moving forward. 1. New Tables to Calculate RMD's 2. SECURE Act Regulations 3. Build Back Better Changes
50% of US Equity Funds are now passively managed, according to Bank of America. That represents a decades-long tipping point in the world of asset management. So, what does this mean for the average investor?
'Tis the Season of Giving! The end of the year is upon us, and as part of the CARES Act, for this calendar year, you can deduct up to 100% of Charitable Contributions to a verified charity or nonprofit organization if that donation comes directly from your IRA.
Luke sat down with Kiona Dyches from WDTN to discuss the upcoming monthly advance payments of the child tax credit. Should you opt out?
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...
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...
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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?
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
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Evenings by appointment only
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.
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