News from Kampstra Wealth Management
Life Insurance Myths: Debunked!
The top 6 myths about life insurance, disproved!
Cybersecurity and How to Deal with Data Breaches as a Plan Sponsor
Having an established response plan to cybersecurity attacks on your company’s retirement plans in place with your recordkeeper is key to minimizing the damages.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
The Magic Number Gap: Bridging the Divide Between Expectations and Reality
The “magic number” — or amount of money Americans believe they need to retire comfortably — has surged to an all-time high, even as actual retirement savings have declined. This growing disparity or “magic number gap,” highlights a significant and escalating challenge for both participants and plan sponsors.
Quiz: How Much Do You Know About Your Retirement Plan?
Many people often find that they know far less about their retirement plan than they thought. Test yourself with the quiz below and see how much you know about your financial future.
When It Comes to 401(k) Beneficiaries, Where There’s a Will There Isn’t Necessarily a Way
Many participants mistakenly believe that their retirement plan assets will be distributed according to their will or trust. However, retirement accounts are governed by their own rules, meaning the named beneficiary on the account will typically inherit the funds, regardless of other estate planning documents.
Are You Ready for Your Portfolio to Make a Difference?
Impact investments are made with a measurable or tangible goal for social change in mind. Curious to learn more about impact investing? Read on.
Boomer or Bust: Charting a Path Toward Retirement Security
A recent study commissioned by the ALI Retirement Income Institute has revealed a stark reality: A substantial portion of America’s Baby Boomer population is ill-prepared for retirement. As the retirement countdown begins for Peak Boomers, plan sponsors have an opportunity to implement impactful strategies that can help increase the financial security of employees entering their golden years.
Retiring Wild: National Parks and You
The American National Park system is considered by some to be one of the healthiest and most financially smart ways to vacation in retirement.
Cashing Out on Tomorrow: When Personal and Market Economies Diverge
For plan sponsors, current market and economic conditions present a pressing imperative to educate participants on alternative strategies to help effectively manage debt and budgeting challenges — without jeopardizing retirement readiness.
News Archive
Learn more about Kampstra Wealth Management. Use FINRA's BrokerCheck to make informed choices about brokers and brokerage firms-and provides easy access to investment adviser information.
We’re established and active in our community.
The Central Pennsylvania region is our home too and we regularly participate in programs and projects to improve the overall quality of life.
Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.