by Peter Gutekunst | Aug 10, 2023 | Uncategorized
Retirement planning can seem like a daunting task. While the image of lounging on the beach or pursuing lifelong hobbies can be quite enticing, it’s also accompanied by serious financial questions. Among the most critical concerns that arise during such...
by Peter Gutekunst | Jul 18, 2023 | Uncategorized
In my years working as a financial planner, one common belief I’ve noticed among many people is that once you retire, your money will only shrink. The worry about how the stock market behaves can be quite nerve-wracking, and the fear of losing money is very...
by Peter Gutekunst | Mar 20, 2023 | Financial & Estate Planning, Personal Finance
If you receive a refund So you worked diligently with your tax preparer to complete your return, only to discover some of the fruits of last year’s labor will be coming back to you as a refund. So, what can you do with your bounty? Here are some possibilities: Start...
by Peter Gutekunst | Feb 24, 2023 | Financial & Estate Planning, Personal Finance
Passed in December 2022, the SECURE Act 2.0 includes a comprehensive set of provisions intended to help many Americans and employers with retirement saving. Many of its provisions are not detailed here, so please contact your financial advisor to see how this new...
by Peter Gutekunst | Apr 7, 2022 | Financial & Estate Planning, Personal Finance, Retirement Planning
The retirement of your dreams usually isn’t the smoothest ride to begin with, but there are some common mistakes that can deter you more than expected. Here are 10 of the mistakes that we see the most that you should be avoiding. ...