Taxable, Tax Deferred, and Tax FREE + Funding Longterm Care!

June 21, 2024

Jeff and Tim discuss the ways to fund potential chronic illness in retirement, and there are a few.  Tim tells a story about his friend’s nearly calamitous boating incident, and relates that to the importance of not over filing your tax deferred bucket.  It’s a must listen episode. 

Contact Stonebridge Insurance & Wealth Management at 866-295-5146.  Servicing Nebraska, northern Kansas, and the entire midwest.   

See omnystudio.com/listener for privacy information.

MORE PODCASTS

Tried, True and Used by 38% of Americans! But, is it the best?

October 17, 2024

Looking at Risks in Retirement…and life!

October 4, 2024

So you retire, NOW what? Don’t skip this episode.

September 23, 2024

Refinance Your Retirement? This is HUGE…

August 25, 2024

Pulling the plug on the old J.O.B.? Not without THIS.

August 19, 2024

Mind the Retirement Savings & Protection Gaps!

August 6, 2024

TAKE THE NEXT STEP

Want to see how Stonebridge Insurance and Wealth Management can help with your retirement strategy? Schedule an appointment today or register to attend an event.
SCHEDULE A 1-1 MEETING
ATTEND A RETIREMENT SEMINAR
KEARNEY
3800 A Avenue, Ste C
Kearney, NE 68847
Get Directions
Phone: 308.698.0144
Toll-Free: 888.260.0926
Fax: 308.698.0145
LINCOLN
3801 Union Dr., Ste 204
Lincoln, NE 68516
Get Directions
Phone: 402.805.4660
Toll-Free: 844.894.2393
Fax: 402.805.4343
GRAND ISLAND
838 N. Diers Ave.
Grand Island, NE 68803
Get Directions
Phone: 308.698.0144
Toll-Free: 888.260.0926
Fax: 308.698.0145
CHECK US OUT
Facebook-f Linkedin-in
Advisory services are offered through a Stonebridge Wealth Systems, LLC, SEC Investment Advisor. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Nebraska or where otherwise legally permitted. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
Securities offered through World Equity Group, Inc., Member FINRA and SIPC.
See Form CRS HERE
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Stonebridge Insurance and Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
A broker/dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only solicit, offer and sell securities and/or investment advisory services in a particular state after satisfying the licensing and qualification requirements of that state.
States require Broker/Dealers, Registered Investment Advisers and their licensed representatives to disclose to individuals the states which they are licensed to conduct business in and to limit access to financial products and services offered by them to only those individuals in those states.
World Equity Group, Inc. is licensed to conduct securities and investment advisory business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands.
Timothy Kulhanek is licensed to conduct securities business in: Nebraska, Kansas, Virginia, Texas, South Dakota, Oklahoma, Ohio, Colorado, Oregon, Florida, Arizona, Arkansas, Pennsylvania Timothy Kulhanek is licensed to conduct investment advisory business in: Nebraska Timothy Kulhanek is insurance licensed in: Nebraska, Colorado, & Texas.
The Better Business Bureau (BBB) is a membership organization governed by The Council of BBBs, Inc. Businesses in the U.S. and Canada may apply for accreditation with their local BBB and are evaluated on eight BBB Standards of Trust, which are defined as a comprehensive set of best practices for how businesses should treat the public in a fair and honest manner. Businesses must pay a fee for accreditation review and monitoring for continued compliance to BBB standards when applying for accreditation. BBB assigns ratings to accredited businesses, which range from A+ (highest) to F (lowest) and are based on a defined set of rating elements. BBB logos and/or trademarks are property of their respective owners and no endorsement of Stonebridge Insurance and Wealth Management is stated or implied. BBB and Retirement Wealth Advisors, Inc. (RWA) are not affiliated.
For the detailed requirements of the Better Business Bureau, please visit: https://www.bbb.org/
Privacy Policy | Terms of Use