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Why consider IAG Wealth Partners?

At IAG Wealth Partners, we are invested in client relationships that go beyond the numbers. We’re more like family. We have served as trusted financial advisors to professionals, multi-generational families, retirees, and business owners for 30 years with a holistic wealth management process that helps provide clear vision and a path towards long-term goal achievement. Please explore our website and discover how IAG strives to make an enduring difference in our clients’ lives by sharing our knowledge, experience, integrity, and spiritual commitment.

Check the background of this firm on FINRA’s BrokerCheck.


“The world of financial planning is far too complex to not have a financial advisor on your team. Our team’s goal is to help you pursue your goals.”

Susan Kuhlenbeck, VP, Co-Owner


We couldn’t be more proud of our amazing leaders, Lori Watt and Susan Kuhlenbeck for be selected as two of the Women of Distinction featured in the November issue of Milwaukee Magazine. Their encouraging reminder to each other over the past 35 years is to keep pedaling. Read more of their story.

Lori Watt and Susan Kuhlenbeck


The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

 

 

 

 

What's New

Risk

Winning isn’t everything. Sometimes surviving is reward enough.

Monday’s Daytona 500 offered a solemn reminder that to earn the checkered flag in a 500-mile NASCAR race requires taking a large amount of risk.

Ryan Newman experienced a fiery crash as he competed to finish the race in first place. Now we are all thankful that he is still alive.

NASCAR has invested millions of dollars in driver safety to prepare for crashes like this. Impact-reducing walls replaced concrete. The cars themselves have been redesigned to make high-speed crashes survivable.

Thankfully, investing is not nearly as dangerous to your physical health as auto-racing, but there are still crashes for which we must be prepared in advance (without spending millions of dollars).

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Stretch

Within the last week I have had several articles cross my path which involved stretching (or lack thereof).

The first stretch came from the Mayo Clinic which updated its article describing all of the benefits of stretching. In summary, stretching is good for flexibility.

By far the most frequent stretch references referenced the SECURE Act’s impact on “stretch” IRAs. In summary, the SECURE Act is not good for the flexibility of non-spousal retirement account beneficiaries.

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Election Surprises

The first official step toward this fall’s elections is in the past. On Monday real voters finally had their first opportunity to share their support for candidates by literally voting with their feet at caucuses across Iowa and 87 satellite locations around the world.

Unlike billions of people around the world, we are blessed with the freedom to participate in selecting our country’s leaders. However, a republican form of government can be quite messy.

Monday’s mess in tallying caucus results using a brand-new smartphone app is just one of many surprises that will unfold in the coming months.

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