by Phil Lebkuecher | Nov 25, 2022 | Behavioral Finance
This checklist should provide some actions that apply to your unique situation. It will, hopefully, help you minimize your taxes or avoid penalties. It may also help your estate planning and charitable giving. In difficult years like 2022, there can be...
by Phil Lebkuecher | Oct 28, 2022 | Behavioral Finance
Casinos and insurance companies have more in common than you might think. Casinos know the odds and probabilities of every game. They know the odds are in favor of the casinos, not the people placing bets. So, casinos spend a lot of time...
by Phil Lebkuecher | Sep 30, 2022 | Behavioral Finance
I believe that almost all financial, investment or insurance offerings can help a specific need. For example, a reverse mortgage can be a viable option in the right situation for someone. But it’s not the right solution for everyone. Also, sometimes...
by Phil Lebkuecher | Aug 26, 2022 | Behavioral Finance
While many people are more familiar with the term 401(k), 403(b) accounts are very similar and have some unique features. In fact, the main difference is the IRS code governing for-profit business retirement plans is in Section 401(k) while the Section 403(b)...
by Phil Lebkuecher | Jul 29, 2022 | Behavioral Finance
Without rehashing the difficulties and challenges that have arisen over the past two and a half years, it’s important to use positive actions to deal with today’s challenges. It’s a matter of what can you do vs. what you should do. One of the...
by Phil Lebkuecher | Jun 24, 2022 | Behavioral Finance
I’ll turn 58 in September. December will mark 3 decades for me as a financial advisor. So I’ve seen a few things. I’ve had challenging business and life experiences, as well as having successes that far outweigh the occasional setbacks. And...
