Leaving A Legacy

Hi, Chris Nowack with ideas for improving your investments.If we can, I think we all want to leave a legacy to someone. The question is “how best to leave a legacy”. If its investments, pre-tax or after-tax funds. What “type” has the best tax advantages for the estate or the heir. You are responsible to […]

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Smart Couples And Finances

Hi, Chris Nowack with ideas for improving your investments.Smart couples talk about money all the time, when you work together on your finances, you can compound the result. Statistics prove it. A good first step is you both sit down with an advisor, think of it as “counseling for your investments”.A one-on-one appointment with me […]

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Medical Costs In Early Retirement

Hi, Chris Nowack with ideas for improving your investments.Everybody wants to retire early. The one big line item in early retirement, medical costs and premiums. Retiring before the age of 65 when Medicare can start can be really expensive. There may be tax advantage ways you could prepare for this before you retire.A one-on-one appointment […]

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The Issue of Outliving Your Money

Hi, Chris Nowack with ideas for improving your investments.The issue of outliving your money is a real threat. Recent retirees say these three things are the most common drains of their retirement funds. Spending too much too soon, overspending on the house and overspending on the kids*. You need a retirement plan you can stick […]

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Baby Boomers And Investment Planning

Hi, Chris Nowack with ideas for improving your investments. Baby Boomers own 2.3 million privately held businesses in America, with nearly 25 million employees. A major economic trend is unfolding, and an army of these entrepreneurs are, or will be, putting their businesses up for sale. If this is you, your going to need an investment, […]

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