News from Kampstra Wealth Management
Risk-proofing Your Future: Personal Protection Strategies
Are you prepared for a secure financial future? Discover four key aspects of a comprehensive risk management strategy.
Employees Want Financial Planning Support — and Aren’t Afraid to Ask for It
As financial pressures continue to significantly impact work and personal life for many Americans well into 2023, employers who offer professional financial planning assistance may gain an advantage in the competitive labor market and reap the rewards of a healthier, more productive and happier workforce.
Building a Clear Retirement Future
Clear, achievable, and meaningful goals can lay the foundation for success. Vague aspirations may have limited worth without a well-defined plan. Depending solely on past performance or arbitrary investment rules may carry risks when striving to achieve your financial...
IRS Grants Two-Year Delay in Roth Catch-Up Requirements
Catch-up contributions can now be made on a pre-tax basis through 2025, regardless of income.
SECURE Act 2.0: Key Changes for 2024
A few mandatory changes are coming in 2024.
Your Retirement Bottom Line
As you approach retirement, it’s important to understand how much income you’ll need to enjoy the retirement lifestyle you envision. Here are some things to consider as you undertake this exercise.
A Crisis of Confidence
Workers’ and retirees’ confidence that they’ll have enough savings to comfortably support themselves through retirement has dropped to levels not seen since the 2008 global financial crisis. Employers can deploy a number of strategies to help.
Sitting Pretty With your Three-Legged Stool
Want to be sitting pretty during your retirement? Consider “the three-legged stool,” a metaphor for the three most common sources (or “legs”) of income that you’ll likely rely on in retirement.
SEC Unveils “Swing Pricing” Proposal for Open-End Funds
At a recent conference held by the Investment Company Institute, the SEC proposed the policy of swing pricing to combat the adverse effects of fluctuations in buying/selling activity within the market.
Is There a “Right” Time to retire?
Retirement is about YOU – your values, your priorities and your dreams for the future. Is there a “right” time to retire? There is – the time you determine works best for you.
News Archive
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