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Social Security Reset May Go Away
(General/Articles)
... You will need to go down to your local Social Security office to file the paperwork (form 521) and they will mail you an invoice for the payback amount. Whether you start taking a new, larger benefit immediately ...
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A Tax To Prepare For
(General/Articles)
... income. Now is the time to start working with your advisor on this since sometimes it can take a year or more to reposition portfolios without detracting from performance. And of course, congress or ...
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What is Your Long-Term Care Plan?
(General/Articles)
... working. Thus, sit down with your family and have a health care discussion that fits your personal lifestyle. Issues every family needs to address include Medicare supplements, long-term care insurance, ...
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Increase Your Social Security Income
(General/Articles)
... worked with a couple where we determined that the husband was going to wait until age 70 to take Social Security since between age 66 and 70, his benefits will increase approximately 8% for each year he ...
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Dog Bites
(General/Articles)
... of which you are unsure of its response. > Never approach a strange dog and always avoid eye contact with a dog that appears threatening. Michelle Marquez, CIC is the Director of Network Sales for ...
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Health Care Reform Provisions Affecting Older Adults
(General/Articles)
... program to improve federal government oversight of nursing home chains that have quality of care problems; Provide training to workers who care for residents with dementia and to prevent abuse. ...
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Retirement Is About Living Longer
(General/Articles)
... different than that, assuming that life is to be lived today - all of us value those days where we are truly present and working "on" something. The last two years malaise in the economy has created more ...
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Take Control of College Costs
(General/Articles)
... case the comprehensive cost of the University of Minnesota would be over $27,000 a year instead of about $18,000. Put that money back to work for you and use the savings to help the student fund graduate, ...
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Medicare - Here's the 411
(General/Articles)
... need to be considered, and different decisions will be made based on how these questions are answered: Am I going to continue to work after 65? Do I have coverage available through my employer? Is ...
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Identity Theft 101
(General/Articles)
... 11 million people experienced identity theft in 2009. We know of people here in Minneapolis that are still cleaning up the mess from losing their identity. So BGM brought in an expert to do a workshop ...
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Employee Satisfaction - Your Cornerstone of Productivity
(General/Articles)
The Conference Board published a research article this past January detailing the dissatisfaction of American workers. This news, covered by major outlets like Time Magazine and MPR 's "Today's Question ...
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Estate Planning Mistakes
(General/Articles)
... health care decisions or deciding who gets dad's coin collection. That just leads to fights - you work hard as a parent to have your children get along, why ruin that? This is not an exhaustive list ...
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When Spending is Really Saving
(General/Articles)
... education costs, and in the process we will become debt-free a lot faster. Every family’s situation is unique so what works for my family might not work for yours. Check with your advisor before a major ...
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Important Disclaimer
(General/main)
... SOFTWARE; OR (II) UNAUTHORIZED USERS (e.g., HACKERS) MAY ATTEMPT TO OBTAIN ACCESS TO AND DAMAGE YOUR DATA, WEBSITES, COMPUTERS, OR NETWORKS. WE SHALL NOT BE RESPONSIBLE FOR SUCH ACTIVITIES. 9. Agreement ...
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Our Process
(General/About)
... and to see if they like us. In all cases, both parties need to agree to establishing a long-term working relationship, as we will be discussing very personal aspects of their life, their dreams and their ...
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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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Who will I work with in your office?
(General/FAQ)
Each client will work with at least one shareholder of the firm. Depending on his or her needs, other professionals and staff may also be working with the client too. At the end of the day, however, ...
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What makes Boeckermann, Grafstrom & Mayer Wealth Management different?
(General/FAQ)
... the solutions needed, with no proprietary products to push. Experience – Our professionals continue to work at becoming the best at what they do. That means that time spent in the business is not enough. ...
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Ongoing Services
(General/Services)
... imagine. (We even work with a concierge service that can obtain great tickets to any show or sporting event in town.) We encourage our clients to contact any of the staff or a shareholder with questions ...