Mike Riedmiller

President

Fiduciary Financial Advisor

Best-Selling Author*

 

 

INVEST SMARTER.

 

LIVE MORE SECURE.

 

 

Telephone:  877-225-0877 | 402-904-7575

 

Online: RiedmillerWealth.com

 

Educational Course: SmartMoneyPlanning.com 


Better Business Bureau Accredited

Best-Selling Author* of "The Road to Success"

National Academy of Best-Selling Authors

 


November/December 2017

Your asset mix - bring it back in line

Market fluctuations and investment performance can change the mix of stocks, bonds, and cash alternative investments in your portfolio, exposing you to more or less risk than you intended. Rebalancing can bring your asset mix back to your original allocation or in line with your current thinking.

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Life insurance for the post-working life

Even after you retire, life insurance coverage can still be an important part of your financial plan. Not only can life insurance provide a financial safety net for a surviving spouse, but it can also help you leave a financial legacy for your children.

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A smart use for business dollars

As a business owner, you may want to investigate strategies that ensure that your business will continue to provide for you financially. Options that may be worth considering include setting up a retirement plan and creating a succession plan with a funding mechanism for transferring your business upon your death.

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Team up for retirement savings

You and your spouse may have different potential sources of retirement income. That's why it's important to share information about your retirement accounts and coordinate your investment strategies.

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Trimming your holiday spending

Taking steps to keep your spending in check during the holidays can mean fewer bills in the new year.

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Make it automatic!

Retirement isnt the only goal that you can save for through automatic payroll deduction. Arranging to have funds from your paycheck deposited directly into a savings account can help you accumulate money for a variety of goals.

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Fight refund fraud

Tax refund fraud has become a major concern for taxpayers. Protect your refund from identity thieves with these suggestions.

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Finding the right fit

Is your high school student looking for just the right college? Narrow the choices by considering things such as reputation, cost, location, and atmosphere in your search.

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Let's talk investing Q&A

November/December 2017 Investing Q & A

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Let's talk business Q&A

November/December 2017 Business Q & A

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Let's talk retirement Q&A

November/December 2017 Retirement Q & A

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Let's talk insurance Q&A

November/December 2017 Insurance Q & A

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*Amazon best sellers list in 2016

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Riedmiller Wealth Management and RWA are not affiliated. 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. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

Riedmiller Wealth Management and LTM Client Marketing, Inc. are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

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