Independent Retirement Group

THE PILLAR OF YOUR RETIREMENT

Mission: Through integrity driven, values-based, holistic planning we ensure our clients and agents alike can have confidence in their financial independence. By offering a wide array of time-tested companies IRG delivers competitive insurance and retirement plans to realize your dreams while providing life-long trusted relationships, superior customer service and solutions with your goals in mind.

wsj.com

Planning to Leave an IRA to the Grandkids? Not So Fast.

https://www.wsj.com/articles/planning-to-leave-an-ira-to-the-grandkids-not-so-fast-11569576614

wsj.com Congress aims to curtail Stretch IRAs, which pass on decades of tax-free growth to young heirs; ‘the government is breaking its promise to me.’

[01/15/15]   I attended a Lunch today regarding "Digital Marketing" and something they mentioned about Facebook was to engage your following instead of just posting information, with that being said, is there anything you folks in Facebook world would like to know, talk about or see more information about on our page? We trully love what we do and enjoy talking about it!

kiplinger.com

The Most Overlooked Tax Deductions-Kiplinger

http://www.kiplinger.com/slideshow/taxes/T054-S001-the-most-overlooked-tax-deductions-slide-show/index.html

kiplinger.com Here are 24 IRS-approved tax deductions you can't afford to miss out on.

finance.yahoo.com

5 secrets to a happy retirement

Some Tips on a Happier Retirement (It's Not all about $$)
http://finance.yahoo.com/news/5-secrets-to-a-happy-retirement-150212406.html

finance.yahoo.com Sure, a fat nest egg and good health help. But there are less obvious ways to make sure your post-work life is a happy one.

wallstcheatsheet.com

3 Hard Retirement Truths Facing Baby Boomers

http://wallstcheatsheet.com/personal-finance/3-hard-retirement-truths-facing-baby-boomers.html/?ref=YF

wallstcheatsheet.com America’s retirement landscape is constantly changing as workers adapt to a new financial environment.

fool.com

The Average American Has This Much Saved in a 401(k) -- How Do You Compare?

See how you stack up against the national average, are you ok with the results?... If not, We can Help!!...
http://www.fool.com/investing/general/2015/01/05/the-average-american-has-this-much-saved-in-a-401k.aspx

fool.com By breaking out the numbers for age and income, we get a much clearer picture. - Brian Stoffel - Investment planning

[12/25/14]   The Independent Advisors Team would like to wish a Very Happy and Safe Holiday Season from our Families to Yours!!...

finance.yahoo.com

Figuring the tax bill on Social Security benefits

http://finance.yahoo.com/news/figuring-tax-bill-social-security-182240726.html

finance.yahoo.com If you know the formula for taxing benefits, you may be able to reduce what you pay.

[12/05/14]   Todays focus is "Supplemental Insurance" With the super high deductibles and co-insurance we are seeing these days it only makes sense to fill the gaps in your plans with a very affordable supplement to help take care of things like deducts, copays, etc... also to help supplement your income if sick/hurt and unable to work. shoot us a call or PM to find out more...
North Branch 715-524-4677

lifehappens.org

Calculate Your Needs | Life Happens

Great way to Calculate your needs...

lifehappens.org

finance.yahoo.com

How to cut your single biggest expense in retirement

http://finance.yahoo.com/news/how-to-cut-your-single-biggest-expense-in-retirement-182531446.html

finance.yahoo.com Here's how to make sure your home serves your needs as you age.

wallstcheatsheet.com

The 6 Biggest Mistakes People Make When Saving for Retirement

http://wallstcheatsheet.com/personal-finance/the-6-biggest-mistakes-people-make-when-saving-for-retirement.html/?ref=YF

wallstcheatsheet.com Here are the biggest mistakes Americans make when saving for retirement.

finance.yahoo.com

3 ways to calculate your retirement number

http://finance.yahoo.com/news/3-ways-calculate-retirement-number-152546278.html

finance.yahoo.com This question is being asked by millions of retirement savers. Here are three methods for calculating your retirement number, along with some helpful tools for each method. Charles Farrell, author of "Your Money Ratios: 8 Simple Tools for Financial Security at Every Stage of Life", recommends saving…

[10/28/14]   Looking for a Quick quote for Short Term Medical or Dental, Check it out...
http://ChadB.mymedicalquotes.com

5 Social Security changes coming in 2015

http://finance.yahoo.com/news/5-social-security-changes-coming-141022186.html

finance.yahoo.com Social Security recipients will receive 1.7 percent bigger checks in 2015, the Social Security Administration announced today. Here's a look at the new Social Security benefits, taxes and services workers and retirees will experience in 2015: Social Security payments are automatically adjusted each…

WBAY TV-2

A Silver Alert has been issued for missing 63-year-old Joan Rosloniec of Green Bay. She was last seen a little after 2:00 today.
Height: 5'8" | Weight: 105 | Race: White.

Clothing: Red Fleece Top, Tan Pants, Tan Shoes

More: http://bit.ly/1sMxKz5

screencast.com

Kiplinger's LTC Insurance Planning

Kiplinger's video on LTC - please watch:
http://www.screencast.com/t/YjrdTAtVVHc

finance.yahoo.com

3 little mistakes that can sink your retirement

What is your Game Plan?...
http://finance.yahoo.com/news/3-little-mistakes-that-can-sink-your-retirement-145730506.html

finance.yahoo.com Even a small miscalculation may jeopardize your retirement portfolio.

finance.yahoo.com

This little-known Social Security strategy can boost your retirement income

http://finance.yahoo.com/news/this-little-known-social-security-strategy-can-boost-your-retirement-income-204141384.html

finance.yahoo.com For retirees who need added income temporarily, turning your Social Security benefit on and off can be a smart move.

finance.yahoo.com

How you can build a $1 million retirement fund

Call and Schedule your no cost no obligation review today!
http://finance.yahoo.com/news/how-you-can-build-a--1-million-retirement-fund-162408535.html

finance.yahoo.com Can a regular Joe really save enough to end up with a $1 million IRA? Yes.

vimeo.com

Five Risks to RI - Independent Advisors

Understand the 5 Risks to Retirement Income:
http://vimeo.com/user27323384/review/107506571/bb8aad1af7

vimeo.com

kiplinger.com

Change Medicare Coverage During Open Enrollment-Kiplinger

Right around the corner, and we are Booking up fast, Set your appointment today!!..
http://www.kiplinger.com/article/insurance/T039-C001-S002-change-medicare-coverage-during-open-enrollment.html?rss_source=rss

kiplinger.com Many insurers are shrinking provider networks, so make sure your doctors are included in the plans you're considering.

wbay.com

Wisconsin's Silver Alert system launches Friday

Please help spread the word...

wbay.com Starting Friday, August 1, a new, statewide system will send alerts when an older, at-risk adult is missing ... similar to an Amber Alert.

kiplinger.com

Increase Your Retirement Income-Kiplinger

kiplinger.com In the midst of the stock-market meltdown in October 2008, Arthur Szu-tu, a relatively new retiree at 60, was gripped with fear and anxiety. He had no pension, he was too young to collect Social Security benefits, and he was relying completely on his savings.

kiplinger.com

Increase Your Retirement Income-Kiplinger

http://www.kiplinger.com/article/retirement/T037-C000-S002-increase-your-retirement-income.html

kiplinger.com In the midst of the stock-market meltdown in October 2008, Arthur Szu-tu, a relatively new retiree at 60, was gripped with fear and anxiety. He had no pension, he was too young to collect Social Security benefits, and he was relying completely on his savings.

baltimoresun.com

Retirement: the vanishing goal [Commentary]

http://www.baltimoresun.com/news/opinion/oped/bs-ed-reimer-retirement-20131201,0,7808110.column

baltimoresun.com It was an accident, really. My saving for retirement.

huffingtonpost.com

The 2 Greatest Worries Shared By Retirees

http://www.huffingtonpost.com/ken-dychtwald/retirement-planning_b_4277941.html

huffingtonpost.com The holiday season is the perfect time to let your loved ones know how deeply you care about them by exploring and discussing everyone's life priorities for the years ahead -- including your retirement.

Independent Retirement Group

THE PILLAR OF YOUR RETIREMENT

Independent Retirement Group

THE PILLAR OF YOUR RETIREMENT

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Location

Telephone

Address


1760 American Drive
Neenah, WI
54956

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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1139 W Winneconne Ave
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My promise is to educate, identify risk and recommend solutions that prepare you for the unexpected while being the most trusted insurance advisor.