Certified Financial Planner: Patrick Minskey CFP

Financial Service

Want to be a millionaire? Here are some common traits!

Are millionaires different? The answer is no, but I believe they do some things that are smart financially on a consistent basis that got them there. Take a look and see. Feel free to add some of your own smart financial tips of your own in the comments.

Swim past your self-imposed limits. #inspiration #motivation #olympian

experiencedwealthmanagement.com

Eight Mistakes That Can Upend Your Retirement

experiencedwealthmanagement.com There are common mistakes you can avoid when saving for retirement.

experiencedwealthmanagement.com

Eight Mistakes That Can Upend Your Retirement

experiencedwealthmanagement.com There are common mistakes you can avoid when saving for retirement.

experiencedwealthmanagement.com

Eight Mistakes That Can Upend Your Retirement

experiencedwealthmanagement.com There are common mistakes you can avoid when saving for retirement.

experiencedwealthmanagement.com

Six Most Overlooked Tax Deductions

experiencedwealthmanagement.com Six overlooked tax deductions to help manage your tax bill.

Certified Financial Planner: Patrick Minskey CFP's cover photo

experiencedwealthmanagement.com

How to Retire Early

Some great info from my website.

experiencedwealthmanagement.com Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

thebalance.com

You Can Dodge RMD Penalties With Qualified Charitable Distributions

This is great tax saving information for those that give to charity and have IRA RMDs (Required Minimum Distributions).

thebalance.com A qualified charitable distribution is a distribution from an IRA directly to an eligible charity so the owner of the account isn't taxed on it.

thebalance.com

What Is the Average Credit Score in Your State?

Here is something to be proud of: Wisconsin has the lowest average credit card debt and the 5th highest average credit score in the nation!

thebalance.com The average credit score across the entire United States was 675 in 2017. Find out how scores in your state stack up against the rest of the country.

thebalance.com

12 Wealth Building Secrets You Need To Know

Good advice that more people should know at a young age.

thebalance.com The wealth mentality doesn't have to be mysterious. Goal setting and long-term financial planning can move you a step closer to a wealthy retirement.

thebalance.com

Optimize Your Happiness in Retirement by Following Financial Laws

Do you follow any of these?

thebalance.com Being happy in retirement is about more than how much money you have in the bank. It's also about giving your money a purpose.

thebalance.com

7 Places to Look for Unclaimed Money

You would be surprised how many people have "lost" money.

thebalance.com From forgotten bank accounts to the U.S. Treasury, unclaimed funds are everywhere. Applying to get your money back is often a simple process.

experiencedwealthmanagement.com

The Latte Lie and Other Myths

Great info from my website!

experiencedwealthmanagement.com Do you know these three personal finance sayings?

Happy to support Mayor Hanna at Cuisine for a Cause.
We raised a ton of money for those that can not afford home repair.

Happy International Women’s Day to all the superwomen of the world!

experiencedwealthmanagement.com

Red Flags for Tax Auditors

Here is some insight on what may increase your chance of an IRS audit.

experiencedwealthmanagement.com Here are six flags that may make your tax return prime for an IRS audit.

Than you Heart of the Valley Chamber of Commerce and 313 Dodge for a fantastic after hours social with Dawn Pennington and the Nicolet Bank crew!

Certified Financial Planner: Patrick Minskey CFP

Certified Financial Planner: Patrick Minskey CFP

We are honored to support the great work of Special Olympics!

When you own a business, even a new lobby sign makes you smile.
Stop in and see!

thebalance.com

Presidents' Salaries During and After Office

Ever wonder how much U.S. presidents make in office and out? You will be surprised!

thebalance.com Presidents earn $400,000 a year plus benefits. First spouses get zero. Ex-presidents’ pay increased to $205,700 in 2016. Widows get $20,000.

marketwatch.com

Want to make that inherited Roth IRA last longer? Here’s how

Roth IRAs have tax free growth, not only for you but for the next generation that may inherit them. Here is a short article that explains.

marketwatch.com Watch the calendar.

thebalance.com

7 Places to Look for Unclaimed Money

Here are some ways to track down lost money.

thebalance.com From forgotten bank accounts to the U.S. Treasury, unclaimed funds are everywhere. Applying to get your money back is often a simple process.

experiencedwealthmanagement.com

Tuning Your Social Security Benefit

Some basics on when to start Social Security from my website.

experiencedwealthmanagement.com When should you take your Social Security benefit?

Happy Snow-day!

experiencedwealthmanagement.com

Tax Reform: Before and After

Here are some of the major changes that affect your 2018 taxes. Great info from my website.

experiencedwealthmanagement.com What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

thecapitalideas.com

Why fixed income? 4 roles your bond portfolio should play | Capital Ideas

Yes, bonds can be boring. But here are 4 reasons why they are important to investment plans. The older you get, likely the bigger role they play. See why!

thecapitalideas.com Learn why investment portfolios should rely on fixed income for diversification from equities, capital preservation, income and inflation protection.

experiencedwealthmanagement.com

The Richest Man in Babylon

Here is concept of building wealth that goes back to the start of civilization. Spoiler alert, it still works!

experiencedwealthmanagement.com In good times and bad, consistently saving a percentage of your income is a sound financial practice.

thebalance.com

10 Surprising Secrets of Millionaires

The "Surprising Secrets" are just common sense to my clients. Take a look and tell me what you think?

thebalance.com The secrets to becoming a millionaire may not be as mysterious as you think. Small changes, goal-setting and long-term investing can get you there.

experiencedwealthmanagement.com

Social Security: Five Facts You Need to Know

This is some great info that comes from my website.

experiencedwealthmanagement.com Here are five facts about Social Security that are important to keep in mind.

thebalance.com

Calculating Your Retirement Rate of Withdrawal and How Much Is Safe

After-tax income is a key component to withdrawal strategy; here are some basics.

thebalance.com Traditional thinking on how much you can withdraw in retirement may be wrong. Here are some non-traditional factors that you might want to consider.

thebalance.com

Average 401k Balance by Age

Wondering how you stack up? Here are some numbers.

thebalance.com What is the average 401(k) by age, income, and gender? See how you compare to the average.

money.usnews.com

6 Things You Learn After Retirement

This is great insight.

money.usnews.com Your expectations about retirement may be very different from the reality.

thebalance.com

Is Your IRA Protected in a Bankruptcy?

thebalance.com Within certain limitations, individual retirement account owners can receive IRA bankruptcy protection. Find out how to protect your IRA assets.

thebalance.com

How to Create a Lasting Legacy for Your IRA With a Revocable Trust

thebalance.com An IRA Trust is a special type of revocable living trust that is designed to hold your retirement accounts for the benefit of your loved ones after you die.

gnfl.io

Market Update: Thurs, Dec 20, 2018 | LPL Financial Research

Market Update: Thurs, Dec 20, 2018 | LPL Financial Research

gnfl.io Fed hikes again, but lowers projections; Oversold conditions may support a bounce; Volatility perspective; Non-recessionary bears are rare and not much worse than this; Valuations have come down significantly; We continue to under-emphasize developed international stocks in our 2019 Outlook; Favor e...

Great fun with the Heart of the Valley Chamber of Commerce.

experiencedwealthmanagement.com

Retiring the 4% Rule

experiencedwealthmanagement.com A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

experiencedwealthmanagement.com

Rebalancing Your Portfolio

experiencedwealthmanagement.com Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

gnfl.io

Time for Santa? | LPL Financial Research

Time for Santa? | LPL Financial Research

gnfl.io 2018 has been a rocky year with a big dose of volatility, but could a late-year rally be in store for investors? History says it is quite possible.

advisorlaunchpadwebsites.com

Saving for College 101

Here is a great, quick video on the most popular ways to save for college.

advisorlaunchpadwebsites.com Here’s a crash course on saving for college.

gnfl.io

Long-Term Care Choices

Long-Term Care Choices

gnfl.io A look at three other long-term care (LTC) coverage options.

money.usnews.com

New 401(k) and IRA Limits for 2019

money.usnews.com Workers are eligible to contribute $500 more to retirement accounts next year.

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Want to be a millionaire? Here are some common traits!

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1500 N. Casaloma Drive, Suite 310
Appleton, WI
54913

Opening Hours

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Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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Kelton Dopp Kelton Dopp
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Kerntke Otto McGlone Wealth Management Group Kerntke Otto McGlone Wealth Management Group
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Independent, federally-registered investment advisor located in Appleton, Wisconsin.

Andrew Hanke Agency Andrew Hanke Agency
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Pamela Schott - Thrivent Financial Pamela Schott - Thrivent Financial
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At Thrivent, our mission is to help Christians be wise with money and live generously. Contact me directly to learn more!

Stacy Leppla Inlanta Mortgage-NMLS# 276782 Stacy Leppla Inlanta Mortgage-NMLS# 276782
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Cypress Benefit Administrators Cypress Benefit Administrators
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We Make Affordable Healthcare a Reality

Rick Parks,Regional Director,  Modern Woodmen of America Rick Parks,Regional Director, Modern Woodmen of America
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Richard D Parks, Regional Director

Dan Bellerud - Thrivent Financial Dan Bellerud - Thrivent Financial
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At Thrivent, our mission is to help Christians be wise with money and live generously. Contact me directly to learn more!