Eikenberry Retirement Planning

Videos

3 Changes Coming to Retirement Accounts in 2022

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

The Pros and Cons of Passive Investing

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?

Charitable Distributions as a Tax Deduction

'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.

Child Tax Credit - Advance Payments

Luke sat down with Kiona Dyches from WDTN to discuss the upcoming monthly advance payments of the child tax credit. Should you opt out?

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?

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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 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

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Videos

3 Changes Coming to Retirement Accounts in 2022

The Pros and Cons of Passive Investing

Charitable Distributions as a Tax Deduction

Child Tax Credit - Advance Payments

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

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™

Upcoming LIVE Events

Videos

3 Changes Coming to Retirement Accounts in 2022

The Pros and Cons of Passive Investing

Charitable Distributions as a Tax Deduction

Child Tax Credit - Advance Payments

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

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

Hours

Schedule an Appointment

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