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2018 Quarterly Newsletters

January

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Will $1,000,000 Last?
-By Michelle Brennan, QPFP™

The Importance of Naming a Beneficiary
-By Dave Verbeke, Advisor

Speculative Investing vs Investing
-By Tim Greife, Advisor

April

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The Markets

-By Mike Bischoff, CFP®

How to Start on the Right Financial Foot
-By Michelle Brennan, QPFP™

The Value of Good Financial Advice
-By Tim Greife, Advisor

July

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4 Steps to Reducing Health Care Costs in Retirement

-By Gary Webb, QKA

529 Plans

-By Tim Greife, Advisor

Roth Conversions - Is The Timing Right?

-By Dave Verbeke, Advisor

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of WFG, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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