The end of the year is when a lot of deadlines come up. So, as we head to the end of the year, now is a great time to make sure your financial plan is still on track. And it’s wise to use a checklist to see where you are and what you should do. Here are eight of the most common and important items to review with your financial advisor.Read More
This is a reminder that in January 2020 TDA will mail out the annual Standing Letter of Authorization (SLOA) confirmation notices to all their clients, if applicable, listing all active SLOAs that they have on record for their accounts accounts as of December 31,2019.
Your will receive a confirmation notice for each account that maintains an active SLOA with TD Ameritrade Institutional. As required, TDA will continue to notify you whenever new SLOA instructions are established for an account.
Please review the notices you receive and keep for your records. No action needs to be taken on your part unless there is an error in the information you receive. Please notify us if you find a discrepancy.
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.Â
Your Guide to Financial Independence
Rick Epple, CFP(r), CeFT (r)
2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More
TD Ameritrade knows that more than anything, the experience we give your clients matters. TDA want to provide them with easily accessible account information is paramount, and that’s why AdvisorClient® from TD Ameritrade Institutional is getting an upgrade. Starting November 21, 2019, all new clients will be automatically set up on the redesigned, user-friendly platform.*
This streamlined AdvisorClient experience will allow clients to efficiently access:
|   • | Upcoming cash activity |
|   • | Retirement contributions, distributions, and RMD information |
|   • | Position level gains and losses sourced from GainsKeeper® |
|   • | Tax document e-delivery enrollment |
|   • | Balance history chart |
Plus, they’ll continue to enjoy secure access to account values, positions, balances, and more on accounts held in custody by TD Ameritrade Institutional, anytime, anywhere.
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.Â
Your Guide to Financial Independence
Rick Epple, CFP(r), CeFT (r)
A health savings account (HSA) is a tax-advantaged account linked with a high-deductible health plan (HDHP). They work together to help you cover your current health-care costs and also save for your future needs.Read More
There’s a misconception in the markets: value stocks have lost their vigor. Value stocks have under performed growth stocks over the past decade. In the US, the annualized compound return has been 12.9% for value stocks, or those trading at a low price relative to their book value. That contrasts with 16.3% annualized compound return for growth stocks, or those with a high relative price.Read More
2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More
Retirement is complex. In the face of often competing goals and numerous risks, the choices can be overwhelming, leaving many retirees unsure of where to begin. To help balance the many decisions to be made, we have constructed a retirement planning framework that allows retirees to capture their unique priorities and use their financial resources in a way that best aligns with
achieving their goals and mitigating their risks.Read More
Many of us find the process of signing up for Medicare coverage confusing. However, we also know that the choices we make could make a big difference in both how much we spend on medical care during our lifetime and what options will be available to us along the way. Partnering with an advisor to better understand your health care priorities and match them to appropriate coverage types can strengthen both your financial and emotional well-being. Advisors can also add value by ensuring that you have a strong grasp of the logistics and timelines associated with Medicare enrollment. We believe that there are three key steps to choosing a Medicare coverage option.Read More
The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new
choices and pick plans that work best for them. Each year, Medicare plan costs and coverage typically
change. In addition, your health-care needs may have changed over the past year. The open enrollment
period is your opportunity to switch Medicare health and prescription drug plans to better suit your needs.Read More