As part of President Joe Biden's "American Families Plan," many wealthy Americans will no longer be able to pass stocks, real estate, and other capital assets to their heirs when they die without paying capital gains tax.
It's back to school time! And a perfect time to talk about setting up our college children for a lifetime of financial success.
Only 4% of retirees claim social security at the most optimal time. This one mistake can cost a household up to $100,00 or more!
US Markets have been turbulent with inflation fears. What can you do to protect yourself in the future?
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...
John has over 42 years of financial service experience. With our main office in Sidney, OH and a branch office in Lima, OH we have built a large clientele comprised of individuals, small business owners, and retirees...
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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.
Monday - Friday: 9am - 5pm
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.
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.
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