Schedule your Appointment with Us Today! Monthly Market Review and Outlook Educational Videos Videos Annuity Educational Videos Get the Basics on Indexed Annuities View More How to Tell FIA Facts from FIA Fiction View More Allianz Annuity Basics View More Questions to Ask When Purchasing a Fixed Indexed Annuity View More Life Insurance / Retirement Educational Videos Remle Winand Real Life Story View More NBC News - Investing In Life Insurance View More Wendy Boglioli View More Changing Face of Retirement View More The 401k Fallout View More Ed Slott Educational Videos https://youtu.be/v3u_mMrm6fg?si=W3I2idMS7NUFlydc View More https://youtu.be/tJqqZyAD96U?si=lqwFX8g8Tw2rltlf View More Tax Advisor Ed Slott on the IUL View More https://youtu.be/37yFG77l9E4?si=9Ii54w2tbhiz7LDp View More Ed Slott, CPA Life Insurance for Life Beyond View More CPA Ed Slott Explains Tax Efficient Investing View More Ed Slott IUL Tax Free Retirement View More American Equity Educational Videos The Benefits of an Annuity View More Understanding Lifetime Income Benefit Riders – How Do Lifetime Income Benefit Riders Work View More Understanding Fixed Index Annuities – How Does a Fixed Index Annuity Work View More Understanding Annuity Basics View More Weekly Market CommentaryJanuary 18, 2026US financial markets ended the week with mixed results as investors assessed the first week of fourth-quarter earnings. Earnings results… Read more: Weekly Market Commentary Medicare in 2026: What’s New, What Costs More, and What to Review NowJanuary 16, 2026Medicare costs changed in 2026—Part B premiums and deductibles are higher, Part A hospital costs increased, and Part D now… Read more: Medicare in 2026: What’s New, What Costs More, and What to Review Now Retirement in 2026: 7 Smart Moves to Turn Savings Into a Paycheck (and Sleep Better Doing It)January 16, 2026Retirement planning in 2026 isn’t just about “saving more.” It’s about building a reliable income plan, keeping taxes predictable, and… Read more: Retirement in 2026: 7 Smart Moves to Turn Savings Into a Paycheck (and Sleep Better Doing It) SIMPLE Plan Contributions and Qualified Charitable Distributions: Today’s Slott Report MailbagJanuary 15, 2026By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Hello, I am searching for confirmation that Roth SIMPLE IRA contributions are… Read more: SIMPLE Plan Contributions and Qualified Charitable Distributions: Today’s Slott Report Mailbag Making Sense of the Roth 401(k)-to-Roth IRA Rollover RulesJanuary 14, 2026By Ian Berger, JD IRA Analyst One of the most common retirement account transactions – rolling over Roth 401(k) funds… Read more: Making Sense of the Roth 401(k)-to-Roth IRA Rollover Rules Privacy Policy Phone (920) 880-1582 Schedule Your Appointment Today! Terms of Use Wealth Preservation & Transfer/ Retirement Accumulation & Distribution/ Life Insurance Policy Appraisal & Review Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity. Member FINRA & SIPC FollowFollowFollowFollow