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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Tuesday, August 17, 2021

Listen to Marc on Money to find out if you are on the right track. https://soundcloud.com/user-939064/marc-on-money-written-financial-plan

 

Wednesday, August 11, 2021

Listen to this episode of Marc on Money to fin out if you are financially secure. Click here to learn more: https://soundcloud.com/user-939064/20-05-23-marc-on-money

 

Thursday, May 20, 2021

A retirement income plan should include guaranteed income, growth potential, and flexibility. Plan for a long retirement, inflation, market volatility, and withdraw the right amount from savings to help reduce the chances of running...

 

Monday, March 22, 2021

Do you have a written financial plan for your retirement? https://soundcloud.com/user-939064/marc-on-money-written-financial-plan

 

Friday, March 19, 2021

How much money do I need to retire? I'd like to hear what you think.

 

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Wednesday, March 10, 2021

Are you prepared for unexpected things to occur during retirement?

 

Friday, March 5, 2021

Your retirement situation is ever-changing, and recognizing that fact is the key to creating a successful, long-term, retirement strategy that stays in sync with your life. As your retirement progresses, keep in mind that our email...

 

Sunday, February 28, 2021

The longest English word having only a single vowel is strengths.

 

Sunday, February 21, 2021

Yoda and Miss Piggy were both voiced by the same person. Who knew?

 

Friday, February 19, 2021

In the three months prior to your 65th birthday, you are eligible to apply for Medicare coverage. Signing up early means you’ll be covered the moment you turn age 65 and you may avoid potential gaps in insurance coverage and...

 

Monday, February 15, 2021

This week alone, we have helped clients save hundreds of thousands of dollars by giving them advice on filing for social security. Send a message with your questions or concerns regarding your social security plan. Contact Us

 

Friday, February 12, 2021

Movie critic Bruce Miller, The Sioux City Journal. says “Minari” uses small moments to make big statements. Visually and emotionally, it’s a beautiful film – one that stakes a claim to your heart and reminds you...

 

Thursday, February 11, 2021

At age 59½, you may be eligible to start making withdrawals from qualified retirement plans without incurring a 10% federal income-tax penalty. Keep in mind that distributions are taxed as ordinary income. If you’re...

 

Tuesday, February 9, 2021

You don't know what you don't know until you know it. I had a prospective client come in and they had already filed for Social Security. It was clearly going to cost his retirement income a lot of money. He was able to go back and redo...

 

Sunday, February 7, 2021

The ZIP in zip code stands for Zone Improvement Plan

 

Friday, February 5, 2021

Listen to Marc on Money on KSCJ 1360AM or 94.9FM on Sunday mornings at 7:30 for Smart Retirement Strategies. To listen to pre-recorded shows now visit: https://soundcloud.com/user-939064

 

Friday, February 5, 2021

Using smart management to get more of what you want and free up assets to invest. Managing Your Lifestyle

 

Tuesday, February 2, 2021

Elvis never performed a single encore, so when he left, he wasn't coming back. Hence the phrase 'Elvis has left the building'.

 

Tuesday, February 2, 2021

Listen to Marc on Money on KSCJ 1360AM or 94.9FM on Sunday mornings at 7:30 for Smart Retirement Strategies. Listen Now

 

Tuesday, February 2, 2021

It’s possible to avoid these classic #retirement traps, with a little preparation. Learn More

 

Thursday, December 31, 2020

Retirement may start a new phase of your life. This pre-retirement calculator is designed to help you assess how well you have prepared and what you can do to potentially improve your retirement outlook. https://www.efs4u...

 

Wednesday, December 30, 2020

While it may be hard to think of now, it’s likely that you’ll need some type of healthcare or daily living assistance as you age. People often think that Medicare covers long-term care, either at home or in a nursing...

 

Wednesday, December 30, 2020

Have you started planning out your retirement dreams? Most of us develop a vision that includes spending time relaxing, traveling, taking up new hobbies, meeting new friends, and reconnecting with old ones.Dreaming about the future...

 

Monday, December 7, 2020

Remember, you may need to begin taking required minimum distributions (RMDs) from certain retirement accounts once you reach age 72. Prior to the 2019 SECURE Act, the age was 70½.

 

Thursday, September 3, 2020

In the three months prior to your 65th birthday, you are eligible to apply for Medicare coverage. Signing up early means you’ll be covered the moment you turn age 65 and you may avoid potential gaps in insurance coverage and...

 

Tuesday, September 1, 2020

Marc on Money explains if you are financial secure. Click here to learn more: https://soundcloud.com/user-939064/20-05-23-marc-on-money

 

Monday, July 27, 2020

Don't face the future without a plan. Be sure you are well equiped for retirement. We will help you prepare for your next step towards retirement with a comprehensive retirement plan. Call us today 712-224-4651 or visit us www.efs4u.com

 

Wednesday, July 8, 2020

Would you like to save more money in retirement?Listen to Marc on Money on KSCJ 1360AM - 94.9FM Sunday Mornings at 7:30am. You can also listen to Marc's Retirement Planning Check-Up on Sound Cloud. https://soundcloud.com/user-939064

 

Tuesday, February 25, 2020

In the three months prior to your 65th birthday, you are eligible to apply for Medicare coverage. Signing up early means you’ll be covered the moment you turn age 65 and you may avoid potential gaps in insurance coverage and...

 

Sunday, February 23, 2020

Each year of life presents its own challenges and opportunities. Working with us means you can pick up the phone to get financial insight from someone who genuinely cares about you and your family. That’s a gift you deserve to...

 

Wednesday, February 19, 2020

At age 62, you can start to draw Social Security retirement benefits. However, if you continue to work, those benefits will be reduced. The Social Security Administration will deduct $1 in benefits for each $2 an individual earns above...

 

Tuesday, November 26, 2019

Scams increase near year-end when people are caught up in the generosity of the holidays, online shopping intensifies and they begin preparations for the next tax season. Here are some ways to protect yourself from identity theft: BEST...

 

Monday, November 25, 2019

At age 59 1/2, you may be able to start making withdrawals from qualified retirement plans without incurring a 10% federal income-tax penalty. Keep in mind that distributions are taxed as ordinary income. If you’re thinking about...

 

Wednesday, October 9, 2019

In the three months prior to your 65th birthday, you are eligible to apply for Medicare coverage. Signing up early means you’ll be covered the moment you turn age 65 and you may avoid potential gaps in insurance coverage and...

 

Wednesday, September 11, 2019

Food Truck Friday! - Coming September 27 11:00am - 1:00pm to the Lowes south parking lot - 5758 Sunnybrook Drive - next to EFS Group Wealth Management. Join us for lunch! Register for door prizes. At 12:00 special guest Sarge, a 12...

 

Monday, August 26, 2019

American humorist Mark Twain once quipped, “I have been through some terrible things in my life, some of which actually happened.” The same can be said of investors. Investors often waste precious time and valuable energy...

 

Friday, August 23, 2019

At age 59½, you may be eligible to start making withdrawals from qualified retirement plans without incurring a 10% federal income-tax penalty. Keep in mind that distributions are taxed as ordinary income. If you’re...

 

Monday, August 12, 2019

 

Friday, July 19, 2019

Three important questions to consider before you start taking Social Security

 

Monday, June 10, 2019

 

Tuesday, March 12, 2019

What is one of the most underestimated risks in retirement?

 

Tuesday, February 5, 2019

You don't know what you don't know until you know it. I had a prospective client come in and they had already filed for Social Security. It was clearly going to cost his retirement income a lot of money. He was able to go back and redo...

 

Thursday, December 27, 2018

Changes in tax laws, estate planning and insurance regulations and the general fluctuations in the marketplace can affect your investment strategies. Our weekly blog will keep you current on everything you need to know to pursue your...