Category Archives for Ideas For Improving Your Investments

Forced To Retire Early

Hi, Chris Nowack with ideas for improving your investments.The chances are greater than you think that you will be forced to retire early. In a recent study 60% of recent retirees said it came earlier than they had planned*. If this is you, we need to change your plan or create a new one for […]

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Retirement Pension Options

Hi, Chris Nowack with ideas for improving your investments.If you’re considering your retirement options and you have a pension that offers a “lump sum” distribution, is that a better deal for you? It’s hard to say without considering all the options, and your financial plan for retirement. It might be. Let’s find out.A one-on-one appointment […]

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The High Cost of Long-Term Care

Hi, Chris Nowack with ideas for improving your investments.The high cost of new Long-Term care insurance doesn’t make sense, either it doesn’t pay enough per day when you will need it, or you might die before you use it and lose the money you paid in to have it. Depending on your age and health, […]

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Tax-Free Charitable RMD

Hi, Chris Nowack with ideas for improving your investments.If you’re required to take a minimum distribution from your IRA, you have the option to make that distribution tax free by directing it to the qualified charity of your choice*. Up to $100k per year per taxpayer. This can be a great way to manage taxes […]

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What Type of IRA’s Should I Have

Hi, Chris Nowack with ideas for improving your investments.People ask me all the time “what type of IRA’s should I have?”. The answer to that has a lot to do with “how you earn your money” and “how much do you earn”. Creating a tax plan for your retirement investments might make the difference in […]

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What About a Roth Conversion

Hi, Chris Nowack with ideas for improving your investments.A good question is “what about a “Roth Conversion”? In a year where you are not making a lot of money it might be good timing. Remember, the taxes due cannot be deducted from the account, the original balance has to stay the same. Other factors in […]

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Becoming Rich From Investment Planning

Hi, Chris Nowack with ideas for improving your investments.Becoming rich is nothing more than a matter of committing and sticking to a systematic savings and investment plan. Whether that plan is setting aside each day or each year, it is the simplicity of building wealth over time. All you need is a plan, and a […]

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You Don’t Need Money To Make Money

Hi, Chris Nowack with ideas for improving your investments.They say “you don’t need to have money to make money, you just need to make the right decisions, and act on them”. Why not apply that way of thinking to the money you already have and build wealth. Lets review where you are with your investments.A […]

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One Last Thing to Love About Your Ex

Hi, Chris Nowack with ideas for improving your investments.There may be one last thing to love about your ex, their Social Security check. Provided you meet certain criteria you might be eligible for a bigger monthly payment, courtesy of your former spouse. It’s not taken from their check, and they will never know you’re getting […]

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Will Social Security Be There For Me?

Hi, Chris Nowack with ideas for improving your investments.Will Social Security be there for me? This is most common question I get in my Social Security workshop. There are no “guarantees” in life, but for a couple not having a strategy to take your Social Security, might mean the difference of 100’s of thousands of […]

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