Investment Planners, Inc.- Neenah, WI

06/05/2026

Happy June! Just a quick heads up that our office will be closed next week June 9th - June 12th while our team attends the IPI Summer Conference in St. Louis.

Should you have any needs or questions, please leave us a voicemail or send us an email and we’ll get back to you as soon as we can. Please forgive us any delays in responding. If you have urgent business please reach out to our home office and someone there will be able to assist you.

Have a great week!

05/22/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

05/19/2026

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, with a quick look at what’s changing:

✅ 401(k), 403(b), 457, and TSP limits will increase to $24,500 (up from $23,500).
✅ Workers age 50+ can contribute an additional $8,000 (up to $32,500 total).
✅ IRA contribution limits will rise to $7,500, with a $1,100 catch-up option for ages 50+.
✅ “Super catch-up” contributions for ages 60-63 remain at $11,250.

Now is a good time to evaluate your current savings plan, explore your IRA options, and decide whether catch-up contributions make sense for your 2026 goals.

If you’re self-employed, it may also be worthwhile to review whether your SEP IRA or solo 401(k) plan needs an update.

Need help navigating these changes? Contact us to discuss how you can maximize these increased limits for your retirement strategy.

05/14/2026

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!

Whether your graduate is completing Pre-K or their MBA, we want to extend heartfelt congratulations on this milestone.

Special shout out to Christine Rondeau's daughter Tori who is graduating from the University of Minnesota with a BS in Biology!

Here’s to new beginnings, exciting opportunities, and all the big moments that lie ahead🎉

04/14/2026

It is almost time for the NMES Kitchen Tour. I have tickets available for $35 at the office.

✨ Sneak Peek into Something Beautiful ✨

Behind every door on this year’s Kitchen Tour, sponsored by Nicolet National Bank, is a story… and we’re giving you a glimpse. 🏡

Think elegant details, stunning craftsmanship, and those little touches that make a house unforgettable—like statement faucets, grand pianos, and design moments that stop you in your tracks. 🎹✨

Each home on the tour brings its own unique style and inspiration, and together they create an experience you won’t want to miss.

Best of all, your attendance supports a meaningful cause right here in our community. ❤️

📅 Save the date: Thursday April 23rd 10am-7pm
🎟️ Tickets are $35 in advance and available from an NMES member or at https://www.ticketleap.events/tickets/nmesociety-6/2026-kitchen-tour which detail is your favorite so far? 👀

04/02/2026

Our power is out in downtown so we are dark and without phones. Clients can reach me on my cell phone. Most of you should have it 😊 Wishing everybody safety and warmth during this crazy weather day.

04/02/2026

We’ll hop right to it: We hope all of you have a wonderful Easter, filled with meaningful moments, time with loved ones — and maybe a chocolate egg or two!

Our office will be closed Friday, April 3rd to allow everyone to spend time with their families.

We will return to the office Monday, April 6th.

As always, if you have any questions or needs this spring, don’t hesitate to reach out. We’re all “ears!”

04/01/2026

It's spring time and we have so much coming up that we want to tell you about!

Check out our Spring Newsletter:

https://www.ipistrategies.com/straight-talk/2026/03/31/spring-newsletter-2026/

02/27/2026

On February 20, 2026, the Supreme Court issued a significant ruling on tariffs imposed by the Trump administration under the International Emergency Economic Powers Act (IEEPA). Swipe through for a breakdown of what happened, what it means, and what to watch moving forward.

As always, we are monitoring developments and their potential impact on markets and the broader economy. If you have any questions or would like to discuss your current strategy, please don’t hesitate to reach out. We’re here to help.

02/20/2026

If you haven't heard yet we've grown!!

Join us in welcoming Christine Milheiser to our team and give her a warm welcome. She is very excited to join us and get to know all of our wonderful clients.
Reyna Garza is transitioning to the role of Office Manager and is excited to learn even more to be able to best assist our clients.
Join us in celebrating Christine Rondeau's 20 years with IPI!