News from Kampstra Wealth Management
Tax Tips to Maximize Retirement Savings
Retirement represents a major turning point in one’s life, so it only makes sense to develop a customized retirement income plan.
The Resurgence of the Automatic IRA Act
The proposed Automatic IRA Act of 2024 requires companies with more than ten workers to automatically enroll their workers in IRAs or other comparable automatic contribution plans, if they do not currently offer a retirement plan.
Seven Things to Know to Strengthen Your Retirement Strategy
A secure and happy retirement requires careful planning and is a well-constructed process. Starting now will give you plenty of time to make the strategic changes and improvements that will bring your retirement goals closer to reality. Here are seven things you should know to strengthen your retirement strategy.
Avoiding Social Media Pitfalls in Retirement Planning
Workers turning to social media for retirement planning guidance can undercut the benefit of employer-sponsored financial wellness initiatives and put themselves at risk. But there are ways to help ensure sound advice prevails.
Seven Things to Know to Strengthen Your Retirement Strategy
Planning ahead and being proactive are essential for starting a safe and fulfilling retirement. By paying close attention to these seven factors, you could set yourself up for a retirement that fulfills your goals in terms of both finances and personal fulfillment.
The Graying of the American Workforce
The Silver Tsunami is headed ashore, as “Peak 65” is expected to usher in an average of 11,000 retirement age Americans daily through the end of 2024 — the highest ever recorded.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the only time of year many households gather all their financial information in one place. That makes it a perfect time to take a critical look at how much money is coming in and where it’s all going. In other words, this is a great time to give the household budget a checkup.
The Gen X Savings Crisis: How Plan Sponsors Can Help
A recent study found that the typical Gen X household has only $40,000 in total retirement savings. How can employers help their MTV Generation workers save?
Strategies for Maximizing Workplace Retirement Benefits
Taking advantage of employers matching employee contributions to retirement plans is crucial for improving your financial security
Boosting Lower Wage Earners’ Retirement Readiness
Lower income workers allocate a significantly larger portion of their pre-retirement income to meet their daily needs, leaving them with a substantial shortfall in retirement readiness — even when factoring in Social Security benefits. Plan sponsors can take proactive steps to help participants better prepare for a secure retirement.
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. Investment advisory services offered through Osaic Advisory Services, LLC. 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.
Securities are Not NCUA Insured - Not NCUA Insured * No Credit Union Guarantee * May Lose Value – Not a Deposit – Not Insured by any Government Agency.