Webinar: Pass Wealth and Wisdom to Your Family
Category: Financial Planning
This webinar explores how to successfully transfer wealth -- and the wisdom that comes with it -- from one generation to the next.
Planning for Inflation: What You Can, and Can’t, Control | Financial Perspectives
Category: Investing » Equity / Stocks
In retirement planning, some variables you can control, and others you can’t. Inflation is often an overlooked variable. In this episode of Financial Perspectives, Gretchen Muller, Director of Communications, and advisor Ben Berger walk through the "retirement equation" and use Monte Carlo modeling to stress-test a hypothetical plan against a 5% inflation shock. Ben also shares examples of adjustments that can help keep purchasing power on track.
How Tax Strategy Fits into Your Financial Plan | Financial Perspectives
Category: Financial Planning » Closely Held Business
Tax strategy plays an important role in financial planning, but the right approach depends on your specific goals, timeline, and overall plan. In this episode of Financial Perspective, Gretchen Muller, Marcus Iwig, and Michael Westphal discuss how tax considerations can affect retirement planning, business sales, farm ground, stock compensation, account types, and investment implementation. The key takeaway: taxes matter, but they should be considered within the context of a broader financial plan.
Webinar: Have You Secured Your Healthcare Coverage in Retirement?
Category: Financial Planning
Whether your 65th birthday is approaching, you are planning to retire soon, or you or a loved one are living with a disability, it's important to understand the nuances of Medicare coverage.
Year-End Giving Checklist: Make Every Gift More Intentional | Financial Perspectives
Category: Financial Planning
Year-end giving doesn’t have to be rushed or random. In this episode of Financial Perspectives, Director of Communications Gretchen Muller and Senior Lead Advisor Ashlee Vieregger walk through a practical year-end giving checklist to help you align your generosity with what matters most to you. They discuss “generosity languages,” how donor-advised funds could simplify giving across years, and ways to involve your family in leaving a legacy of generosity.
Webinar: Tax Reduction Strategies & Why Timing Matters
Category: Financial Planning
December 31st is fast approaching! In this webinar, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.
2025 Year-End Tax Strategies: DAFs, QCDs, 401(k) Limits, Roth Conversions | Financial Perspectives
Category: Financial Planning
December 31st is fast approaching! This month, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.
Webinar: Weatherproof Your Wealth
Investing is about the future. Your future. In this webinar, learn how to address your financial circumstances today, adjust your portfolio as your needs change, and help achieve your long-term goals.
OBBBA Explained: What the 2025 Tax Bill Might Mean for You | Financial Perspectives
Category: Financial Planning
The One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, updated tax law: rates extended, new $6K senior deduction, higher SALT cap with limits, charitable deduction floor, and a $15M estate exemption. This month, Marcus Iwig joins Kent Kramer to explain what these updates mean — and why most taxpayers may see only modest impact.
Webinar: Pass Wealth and Wisdom to Your Family
Category: Financial Planning
This webinar explores how to successfully transfer wealth -- and the wisdom that comes with it -- from one generation to the next.
Planning for Inflation: What You Can, and Can’t, Control | Financial Perspectives
Category: Investing » Equity / Stocks
In retirement planning, some variables you can control, and others you can’t. Inflation is often an overlooked variable. In this episode of Financial Perspectives, Gretchen Muller, Director of Communications, and advisor Ben Berger walk through the "retirement equation" and use Monte Carlo modeling to stress-test a hypothetical plan against a 5% inflation shock. Ben also shares examples of adjustments that can help keep purchasing power on track.
How Tax Strategy Fits into Your Financial Plan | Financial Perspectives
Category: Financial Planning » Closely Held Business
Tax strategy plays an important role in financial planning, but the right approach depends on your specific goals, timeline, and overall plan. In this episode of Financial Perspective, Gretchen Muller, Marcus Iwig, and Michael Westphal discuss how tax considerations can affect retirement planning, business sales, farm ground, stock compensation, account types, and investment implementation. The key takeaway: taxes matter, but they should be considered within the context of a broader financial plan.
Webinar: Have You Secured Your Healthcare Coverage in Retirement?
Category: Financial Planning
Whether your 65th birthday is approaching, you are planning to retire soon, or you or a loved one are living with a disability, it's important to understand the nuances of Medicare coverage.
Year-End Giving Checklist: Make Every Gift More Intentional | Financial Perspectives
Category: Financial Planning
Year-end giving doesn’t have to be rushed or random. In this episode of Financial Perspectives, Director of Communications Gretchen Muller and Senior Lead Advisor Ashlee Vieregger walk through a practical year-end giving checklist to help you align your generosity with what matters most to you. They discuss “generosity languages,” how donor-advised funds could simplify giving across years, and ways to involve your family in leaving a legacy of generosity.
Webinar: Tax Reduction Strategies & Why Timing Matters
Category: Financial Planning
December 31st is fast approaching! In this webinar, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.
2025 Year-End Tax Strategies: DAFs, QCDs, 401(k) Limits, Roth Conversions | Financial Perspectives
Category: Financial Planning
December 31st is fast approaching! This month, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.
Webinar: Weatherproof Your Wealth
Investing is about the future. Your future. In this webinar, learn how to address your financial circumstances today, adjust your portfolio as your needs change, and help achieve your long-term goals.
OBBBA Explained: What the 2025 Tax Bill Might Mean for You | Financial Perspectives
Category: Financial Planning
The One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, updated tax law: rates extended, new $6K senior deduction, higher SALT cap with limits, charitable deduction floor, and a $15M estate exemption. This month, Marcus Iwig joins Kent Kramer to explain what these updates mean — and why most taxpayers may see only modest impact.
2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations | Financial Perspectives
Category: Financial Planning » Charitable Giving
This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and why talking to your family about your plans matters more than ever.
How Much Income Do I Need in Retirement? | Financial Perspectives
How much will you really need in retirement? And how do you make it last? This month, Kent Kramer and Marcus Iwig discuss forecasting expenses, managing investments for income, and handling life's curveballs in retirement.
What if Inflation Isn’t Quite Done? | Financial Perspectives
This month, Kent Kramer and Caleb Brown discuss insights on how inflation could impact your financial plan and portfolio. Learn how to prepare for inflation, plan for future spending, and invest wisely for your retirement.