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Social Security Reset May Go Away
(General/Articles)
... or wait until a future date is something you should discuss with your financial advisor and/or accountant. There might be other ideas (like our recent article on “file and suspend”) to consider as well. ...
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Increase Your Social Security Income
(General/Articles)
... - in this case I am assuming 66) applies only for the spousal benefit. I recommend you work with your financial advisor since your personal situation may or may not fit this exact set of facts. This ...
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Good Financial Plans Need Slush Funds
(General/Articles)
... at retail stores or even just helping an unemployed child. A good financial plan that allows you to retire should also allow you to have fun and participate in these things, in good markets and bad. I ...
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Take Control of College Costs
(General/Articles)
... budgeting process paying for college will likely involve a combination of lower purchasing costs (college choice, time to completion) and increased revenues (income, savings, financial aid). Recognizing ...
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Employee Satisfaction - Your Cornerstone of Productivity
(General/Articles)
... for more easy ideas. Additionally tap the resources of the employee benefit, legal and financial advisors to your business - their wealth of knowledge may hold a cost-effective solution. Once you come ...
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Heads I Win, Tails You Lose
(General/Articles)
... may also have secondary benefits to investors with estate tax issues or net operating losses from their business ownership. As always, talk with your accountant or financial advisor first to see how the ...
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About
(General/About)
... small business owners, corporate executives and high net-worth individuals. We specialize in comprehensive strategies for financial planning, investment management, and tax planning. We cultivate ...
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Services
(General/Services)
We believe that clients are really making two decisions when they hire us, and they are not mutually exclusive. Wealth management is ongoing financial planning, as well as investment management. ...
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Partner Links
(General/Resources)
... businesses. www.redseat.com Daniel Smith Early evaluation and financial aid consulting to guide families through the complexities of college funding. www.dbscollegiate.com Michelle Marquez, ...
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Important Disclaimer
(General/main)
... These additional terms and conditions will be made available to you when, and if, you access the third party services. 4. Financial Market Information; No Warranty: Financial Information. Our Electronic ...
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Our Process
(General/About)
We offer an initial consultation at no charge. We use this meeting to define clients’ goals and objectives, to analyze their current financial situation, and to determine if our styles would be a good ...
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Will you work with me on an engagement basis only, not managing my money?
(General/FAQ)
The short answer is yes, but remember that we would prefer to work with clients who want us to be their main financial advisor. If we only work with people on a project here and there, we can never be ...
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How are you compensated?
(General/FAQ)
We are compensated primarily on a fee-basis. We do take commissions on limited insurance products offered through a sister company, BGM Financial Resources. We do not work with any variable products. ...
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What makes Boeckermann, Grafstrom & Mayer Wealth Management different?
(General/FAQ)
... We want all professionals to become licensed in their specialty (Certified Financial Planner - CFP®, Certified Public Accountant – CPA, or Chartered Financial Analyst – CFA). ...
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Ongoing Services
(General/Services)
While the initial financial planning and investment management is a good start, clients continue to have financial issues arise that need additional attention. We encourage our clients to call us first. ...
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Multiple Retirement Options
(General/Articles)
I have noticed more articles recently where financial advisors give the opinion that the only way for some people to retire after a market like we have seen is to take on more risk (i.e. go even heavier ...
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Fees
(General/About)
... portfolios with a minimum value of $250,000. initial comprehensive financial planning services are established at an hourly fee or on a project-oriented basis. Typical fees average $5,000, and can be ...
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Why BGM Wealth
(General/About)
... We believe in understanding clients’ lifestyles and goals, addressing their initial concerns, and then developing comprehensive financial plans that will maintain and increase their wealth. We measure ...
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Our Clients
(General/About)
... products. Coordinated service with other trusted advisors Our clients want financial advice coordinated with their accountant, attorney and other trusted advisors. We provide our services in ...
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Meet The Team
(General/About)
... from the University of Minnesota, Morris campus. After six years as a financial planner with a major national financial advisory firm, Jon joined Boeckermann Grafstrom & Mayer Wealth Management, LLC as ...