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Blogs2023-11-29T11:19:22+00:00
1312, 2023
3 policy changes coming to retirement savers in 2024

3 Policy Changes Coming to Retirement Savers in 2024

In 2022, Congress passed Secure 2.0, a transformative legislation impacting Americans’ retirement savings. With changes ranging from distribution age adjustments to incentivizing workplace contributions, the effects are unfolding, with key shifts slated for 2024. Here are three of the […]

612, 2023
Investment Products to Help Maximize Income in Retirement in 2024

Investment Products to Help Maximize Income in Retirement in 2024

One strategy Shunkwiler Financial prefers suggests our retirement investments should address three particular concerns: retirement income, income protection, and growth. This is easier said than done, however, as few investments can accomplish all three goals.

Dividend-producing stocks, for instance, […]

2911, 2023
How to maximize your retirement income with Social Security

How to maximize your retirement income with Social Security

Two common ways to maximize retirement income involve paying less in taxes and getting more from your Social Security benefits. Social Security, the government pension program and social safety net established in 1936 during the Great Depression, is the […]

2911, 2023
Retirement Planning: The Key to Financial Confidence

Retirement Planning: The Key to Financial Confidence

Retirement planning is an essential part of financial planning. It’s never too early or too late to start planning for your retirement, but the earlier you start, the better off you’ll be. Retirement planning involves setting aside funds […]

CLIENT’S CORNER
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Phone: 402.466.3919
Fax: 402.464.0648
Email: info@shunkwilerfinancial.com

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Wednesday: 8:30am-5:00pm
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OUR LOCATIONS

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900 S 75th Street,
Omaha, NE 68114
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Calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary. We strongly recommend that you seek the advice of a financial services professional before making any type of investment.

CLIENT’S CORNER
Client's Access
CONTACT US

Phone: 402.466.3919
Fax: 402.464.0648
Email: info@shunkwilerfinancial.com

HOURS OF OPERATION
 
Monday: 9:30am-5:00pm
Tuesday: 8:30am-5:00pm
Wednesday: 8:30am-5:00pm
Thursday: 8:30am-5:00pm
Friday: 8:30am-5:00pm
OUR LOCATIONS

Lincoln
6301 S 58th Street
Lincoln, NE 68516
Get Directions

Omaha
(By Appointment Only)
900 S 75th Street,
Omaha, NE 68114
Get Directions

CHECK US OUT

Calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary. We strongly recommend that you seek the advice of a financial services professional before making any type of investment.

*Representative of and securities and investment advisory services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC is not an affiliated company. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantees a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Shunkwiler Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

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