Risk Exposure Planning For Retirement

Hi, Chris Nowack with ideas for improving your investments.With what you have saved for retirement you might need to reconsider the protection, performance, and risk exposure of your investments for today and in your future in retirement.A one-on-one appointment with me is free, or come meet me at one of my free workshops and learn […]

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Tax Mistakes After A Death

Hi, Chris Nowack with ideas for improving your investments.Don’t make big tax or investment mistakes after the death of a parent. You might find yourself the one “responsible” for helping the surviving parent, or if both parents are gone, the remaining heirs of the estate. I can help with this.A one-on-one appointment with me is […]

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Unlikely Death From Accident

Hi, Chris Nowack with ideas for improving your investments.It’s easy to believe that someday you’ll have an accident and life will come to a quick end. But the truth is dying in a freak accident has less than 1% chance of happening*. Having a financial plan for a long life in retirement is critical. I […]

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Pre-Tax Investment Planning

Hi, Chris Nowack with ideas for improving your investments.It is very common for me to sit with clients and see they have a lot of pre-tax investments. It may be time for you to reconsider this in your portfolio. In retirement you want the flexibility to choose which type of account to draw your funds […]

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Increase In Marriage Age

Hi, Chris Nowack with ideas for improving your investments.It is becoming common to see an increase in people’s age at first marriage, a decline in marriage rates, and an increase in divorce. Unfortunately for single women it shows to be worse. This can significantly impact you retirement planning. I can help.A one-on-one appointment with me […]

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We’re All Living Longer

Hi, Chris Nowack with ideas for improving your investments.It’s just a fact, we all are living longer. 1 in 4 people are going to see the age of 90*. Then what about your spouse? The money you saved for retirement is going to have to last longer. Having a financial plan that works with your […]

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Savings Over Coffee

Hi, Chris Nowack with ideas for improving your investments.Next time you consider running to Starbucks for that $4 latte you might want to redirect that coffee to your savings.If you start young enough with an investment plan, you can get there. Whatever your plan, or if you don’t have one, we can help with that.A […]

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Current Budget For Retirement

Hi, Chris Nowack with ideas for improving your investments.Is your current budget to spend retirement savings leave you enough “cushion” over down market times, or a longer-than-expected-life span? You don’t want to run out of money when you’re far too old to return to work. We have tools to look at this.A one-on-one appointment with […]

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Harvard Economists Research

Hi, Chris Nowack with ideas for improving your investments.Harvard economists’ research show 77% of Americans take their Social Security at age 62, yet studies show less than 19% of those people actually needed it*. Don’t give back YOUR money to the Government. Didn’t you already do that?A one-on-one appointment with me is free. Or come […]

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Monthly Retirement Planning

Hi, Chris Nowack with ideas for improving your investments.Does your retirement plan have a monthly budget for what you saved and its taxes? What about a loan you have, or needing a new car in retirement? What about when to start Social Security in your plan? Together we can put realistic numbers to that.A one-on-one […]

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