Right now, we are just winding down from peak wedding season! According to Wedding Wire, October is the most popular month to get married. Marriage is about combining two homes, and that's good news when it comes to Auto , Home or Renters insurance. By combining those plans, your premiums will probably go down since married people are considered less risky.
Big financial news for anyone who's hoping to take advantage of today's historically low tax rates. Congress is considering taking action right now to end Roth IRA Conversions as we know it, not just those earning more than $400k. As Nick with Eikenberry Retirement Planning explains to Erin Kennedy, the bill would prohibit certain transactions including closing the backdoor Roth conversion strategy this year and all other conversion strategies over the next 10 years.
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?
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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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