Category Archives: Retirement

Mark Ahlers

Dec 06 2017

Wealth Management Spotlight: Distribution Buckets


wealth-management-spotlight-distribution-buckets

As retirement nears, you will need to transition from a strategy of asset accumulation to a strategy of utilizing assets to provide you with a stream of income in retirement. Learn about retirement cash flow management from Mark Ahlers, Vice President, Trust …
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Mark Koch

Nov 13 2017

Wealth Management Spotlight: Saving Early


saving-for-retirement-early

It’s been said that there is no force on earth greater than the power of compound interest. Learn how saving early for retirement and compound interest pair up to work together for you from Mark Koch, First Vice President, Trust and Wealth Management …
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Dale Farland

May 16 2016

Fiduciary Ruling and Your Retirement


Fiduciary Ruling Retirement Planning

Recently, there has been extensive media coverage regarding the new Department of Labor (DOL) Fiduciary ruling pertaining to retirement accounts. The impetus behind this ruling is to protect investors. For many Americans, retirement savings are their largest investment, and the …
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Mark Ahlers

Mar 23 2016

Financial Planning: How Much Will I Need to Save?—Part 3 of 3


Financial Planning for Retirement.

This is the final in a 3-part series on financial planning and social security. Experts suggest that you will need 75-85% of your pre-retirement income to maintain your lifestyle throughout retirement. What changes in retirement can you make to allow for …
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Mark Ahlers

Mar 16 2016

Financial Planning: How Much Can I Spend?—Part 2 of 3


Financial Planning for Retirement.

This is the second in a 3-part series on financial planning and social security. Once the “income gap” has been determined, the next step is to determine if your accumulated or projected assets are adequate to fill this gap. The goal …
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Mark Ahlers

Mar 09 2016

Financial Planning: Social Security and the Income Gap—Part 1 of 3


Financial Planning for Retirement.

This is the first in a 3-part series on financial planning and social security. When the Social Security retirement income system was created in the 1930s, it was designed to provide a partial retirement income supplement. Today, the average Social …
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Mark Ahlers

Jun 08 2015

Shifting from Asset Accumulation to Retirement Distribution


Shifting from Asset Accumulation to Retirement Distribution

As retirement nears, people need to transition away from a philosophy of asset accumulation to a strategy for utilization of assets to provide a stream of income that matches up to living expenses. And, where markets allow, there must be …
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Dale Farland

Mar 04 2015

Ensure Your Retirement Journey Has Your Best Interest First


Planning Your Retirement Journey.

This is the final in a 3-part series on planning your retirement journey. You should always feel comfortable that all investment recommendations are “in your best interest,” not simply “suitable.” Do you know the difference?

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Dale Farland

Feb 25 2015

8 Questions to Ask While Planning Your Retirement Journey


Planning Your Retirement Journey.

This is the second in a 3-part series on planning your retirement journey. You have worked hard for your retirement and you have years and years ahead of you. Now you are in the distribution stage of life. Will your money …
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Dale Farland

Feb 18 2015

Who Do You Take with You on Your Retirement Journey?


Planning Your Retirement Journey.

This is the first in a 3-part series on planning your retirement journey. Congratulations! You are either heading on the path towards retirement or are already there. So, you are now in the driver’s seat on this journey that may last …
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