TO SCHEDULE A 15-MIN COMPLIMENTARY CALL

RISK NUMBER

CLIENT CORNER

Blogs2026-02-20T11:51:13+00:00
2012, 2023

Average Retirement Age in the United States: Key Factors and Trends

Retirement is a major life event that many of us look forward to. It’s a time when we can finally put our feet up, enjoy the fruits of our labor, and pursue the activities we love. But when is the right time to retire in the United States, […]

1312, 2023

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 many policy shifts that may affect the way you save for […]

612, 2023

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, have the potential to produce income and growth but offer little […]

2911, 2023

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 primary source of retirement income for many retired workers. For some, […]

2911, 2023

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 and developing a plan to help see to it that you […]

CLIENT CORNER
Client's Access
CONTACT US

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

HOURS OF OPERATION:
Monday: 8:00am-5:00pm
Tuesday: 8:00am-5:00pm
Wednesday: 8:00am-5:00pm
Thursday: 8:00am-5:00pm
Friday: 8:00am-2:30pm
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

PRIVACY POLICY

Click Here

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.

Client's Access

CONTACT US

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

HOURS OF OPERATION
Monday: 8:00am-5:00pm
Tuesday: 8:00am-5:00pm
Wednesday: 8:00am-5:00pm
Thursday: 8:00am-5:00pm
Friday: 8:00am-2:30pm

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

PRIVACY POLICY

Click Here

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.

Insurance products are offered through the insurance business Acadia Life Insurance. Shunkwiler Financial is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Acadia Life Insurance are not subject to Investment Adviser requirements. AEWM and Acadia Life Insurance are not affiliated companies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee 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. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency. Any references to protection benefits, safety, security, steady and reliable income, or lifetime 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.

Insurance products are offered through the insurance business Acadia Life Insurance. Shunkwiler Financial is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Acadia Life Insurance are not subject to Investment Adviser requirements. AEWM and Acadia Life Insurance are not affiliated companies. Securities and investment advisory services offered through Great Point Capital, LLC, member FINRA/SIPC. Great Point Capital, LLC is not an affiliated company.

Insurance products are offered through the insurance business Acadia Life Insurance. Shunkwiler Financial is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Acadia Life Insurance are not subject to Investment Adviser requirements. AEWM and Acadia Life Insurance are not affiliated companies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee 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. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency. Any references to protection benefits, safety, security, steady and reliable income, or lifetime 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.

Insurance products are offered through the insurance business Acadia Life Insurance. Shunkwiler Financial is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Acadia Life Insurance are not subject to Investment Adviser requirements. AEWM and Acadia Life Insurance are not affiliated companies. Securities and investment advisory services offered through Great Point Capital, LLC, member FINRA/SIPC. Great Point Capital, LLC is not an affiliated company.

Go to Top