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Social Security Reset May Go Away
(General/Articles)
... see if it makes sense before the rules change. ...
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There Ain't No Cure, But Is There An Upside To The Summertime Blues?
(General/Articles)
... investors, this is an historic opportunity to purchase near the bottom of a real estate cycle unprecedented since WW II, at prices that make sellers and their Realtors wince. One important caveat: the ...
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What is Your Long-Term Care Plan?
(General/Articles)
... a health care directive, and a real game plan for which family members are responsible for helping in times of need. For instance, some families may have a child who is a nurse, so make sure the ...
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Increase Your Social Security Income
(General/Articles)
The recent volatility in the market has caused a few clients to ask if there is anything we can do to make sure their income is not threatened. They probably are thinking about their investments, but ...
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Dog Bites
(General/Articles)
For all of us who own or owned a dog, the following quote from Roger Caras rings true: "Dogs are not our whole life, but they make our lives whole." That sentiment is why dog ownership is at an all-time ...
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Health Care Reform Provisions Affecting Older Adults
(General/Articles)
... a list of some reform items that will directly affect our seniors and the care they are and will be receiving: Medicare Payments to Medicare Advantage (MA) (Part C) plans will be reduced to make ...
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Good Financial Plans Need Slush Funds
(General/Articles)
... expenses. We financial advisors preach saving so often that sometimes we forget to also tell people to have fun. A slush fund will free you up to make fun decisions while also putting parameters on ...
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Take Control of College Costs
(General/Articles)
... these challenges early and placing them in the proper perspective will make the college planning process easier. Here a few tips (among many).... 1. Start Saving Now!: 529's and Coverdell Educational ...
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Medicare - Here's the 411
(General/Articles)
... people and companies make health insurance decisions. For more information call Rebecca at 952-996-8845 or check out www.nclh.com. ...
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Estate Planning Mistakes
(General/Articles)
... of mistakes one can make in an estate plan, but this is what I have been seeing a lot of in the last 12 months. Give yourself, and your heirs, permission to review and discuss this topic while you get ...
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Is Buy-and-Hold Dead in 2010?
(General/Articles)
... of Vanguard) was interviewed about this exact question - is buy-and-hold dead? Mr. Bogle asked an interesting question back, "'Buy and hold what?'" The idea of buying a stock and holding it forever makes ...
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When Spending is Really Saving
(General/Articles)
... be. But it is precisely my knowledge of those expenses that scares me the most. So my wife and I have embarked on a plan that makes us save and spend more now in order to handle those costs. The saving ...
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Important Disclaimer
(General/main)
... Services make available certain financial market data, quotes, news, research and opinions (including Research Reports, as defined below) or other financial information (collectively “Information”) that ...
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Our Process
(General/About)
... meetings or more often if necessary. At the end of this initial process, we produce our written analysis, which includes a summary of recommendations. And we work closely with the client to make sure ...
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What makes Boeckermann, Grafstrom & Mayer Wealth Management different?
(General/FAQ)
Service - We focus our services on providing clients with all the solutions needed. The owners of our firm are also owners of an accounting firm (Boeckermann, Grafstrom & Mayer P.A.) and a trust company ...
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Ongoing Services
(General/Services)
... While we may not be able to provide all additional services in-house, we might have suggestions that will help. For example, we can make it easier for you to locate or obtain information on bill ...
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Multiple Retirement Options
(General/Articles)
... by approximately 8% per year. Remember, future increases for inflation are based on your initial benefit amount; the compounding effect of delaying benefits makes a large difference as people enter their ...
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Why BGM Wealth
(General/About)
“It is not timing the market that makes you money; it is time in the market that makes you money.” At Boeckermann, Grafstrom & Mayer Wealth Management, LLC we are primarily wealth managers. ...
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Buy Low, Sell High
(General/Articles)
... major right now). Market timing is less important than time in the market. Yet I would be foolish to argue that even our firm does not make changes to portfolios, and that is where systematic rebalancing ...
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News & Web Links
(General/Resources)
... We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences ...