Keith Wicklund, Retirement Consultant

03/08/2026

03/05/2026

Think about it !

02/17/2026

Being totally forthcoming about your finances is important when speaking to a financial professional. That means no false modesty or bogus confidence about your situation. Talk about the things that matter to you, the things that concern you, and above all, ask frank questions!

02/16/2026

Presidents’ Day! Originally a holiday celebrating the birth of George Washington, the first President of the United States, it has since become a holiday to mark all those who have served in the nation’s highest office. How will you spend the holiday weekend? A quick excursion with family or loved ones? A quiet break at home? However you are marking the holiday, here’s hoping you enjoy your Presidents’ Day!

02/15/2026

In good times and bad, your financial professional is there to help. If you need someone to help you navigate what’s ahead and help you protect your finances, you can turn to your financial professional.

02/13/2026

Your financial professional should get the scoop about your work life. Whether you get that big raise, start a new job or get a new title, or start your own business, your financial pro needs to be in the loop.

02/11/2026

Who’s the first person you tell big news to? Your spouse? Your family? Put your financial professional near the top of your list. They need to know about the big transitions you make, so they can help you adjust your strategy accordingly.

02/09/2026

We all have goals and dreams and things we’d like to pursue. But how can your financial professional be of any help if they don’t know what they are?

02/03/2026

The One Big Beautiful Bill Act extends the 2017 tax cuts, making some rules permanent. The bill also creates several new tax laws for individuals while addressing other tax issues for businesses.

It might be a good time to check with your tax, legal, or accounting professional about the changes in the law. Like previous tax laws, some new rules are scheduled to expire, while others are permanent. Here’s a look at changes expected to impact most tax filers shortly.

Sources:
CNBC.com, July 3, 2025.
Congress.gov, August 21, 2025.

01/23/2026

We hope you have a warm and safe weekend.
Keith, Noah & Dedee

01/19/2026

In observation of Martin Luther King Jr Day, our office will be closed today, January 19, 2026. We will reopen tomorrow at 8:00 am