Eikenberry Retirement Planning

Videos

2023 Sees BIGGEST Social Security COLA in Decades! So When Should You Claim?

Social Security just announced an 8.7% cost of living adjustment for retirees! That's the largest inflation adjustment since 1981, when it was 11.2%. Luke with Eikenberry Retirement Planning explains to Erin Kennedy why this year's Cost of Living Adjustment, or #COLA, is so high and whether this change should affect your claiming strategy. Luke also addresses concerns of Social Security insolvency and how changes to taxable earnings will affect your Social Security benefits

Should You Take that Pension Buy Out Now?

Rising interest rates could cause lump sum pension buyouts to be significantly lower in 2023. That has a lot of pre-retirees wondering if they should be considering an early retirement. Nick with Eikenberry Retirement Planning walks through several important questions you should ask yourself before accepting that buyout.

Are Annuities a Good Investment?

As stocks struggle, sales of annuities reached a record high of $77.5 billion in the second quarter of 2022! That's the highest quarterly sales ever recorded! But are they right for you? Luke with Eikenberry Retirement Planning walks through the different types of annuties, including:

-Fixed Annuities/Fixed Index Annuities

-Variable Annuities

-Indexed Annuities

Who Needs Long Term Care Insurance?

Nearly 70% of 65-year-olds will need long-term care, according to the Administration for Community Living. As Nick explains to Erin, the need for care typically lasts about two to three years, but extended care could wipe out a couple's savings, which is why planning is so important

Our Team

Nick Boeckman, CFP®

Nick joined Eikenberry Retirement Planning in February of 2012 and become owner in April 2020. You can find Nick active in the daily happenings 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?

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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?

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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.

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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Videos

2023 Sees BIGGEST Social Security COLA in Decades! So When Should You Claim?

Should You Take that Pension Buy Out Now?

Are Annuities a Good Investment?

Who Needs Long Term Care Insurance?

Our Team

Nick Boeckman, CFP®

Nick Boeckman, CFP®

Nick Boeckman, CFP®

Luke Bertke

Nick Boeckman, CFP®

Nick Boeckman, CFP®

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Estate & Tax Planning

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Eikenberry Retirement Planning

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Schedule an Appointment

Eikenberry Retirement Planning

Schedule a consultation with a CERTIFIED FINANCIAL PLANNER™

Videos

2023 Sees BIGGEST Social Security COLA in Decades! So When Should You Claim?

Should You Take that Pension Buy Out Now?

Are Annuities a Good Investment?

Who Needs Long Term Care Insurance?

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!

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Contact Us

Get Started Today

Eikenberry Retirement Planning

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Schedule an Appointment

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