Articles Categorized In: IAG News


July 28, 2021 - Published by IAG Wealth Partners

Objectivity can be heartless. You can spend most of your life training to be the world’s best in an Olympic event, and another competitor with identical dreams that day can be a mere .001 seconds faster and deprive you of your lifelong aspirations.

The pressure to perform is extreme.

All it takes is one hesitation, a moment of imperfect form, or a fleeting distraction to prevent you from reaching your goal.

Some people thrive under this pressure. Most do not.

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July 21, 2021 - Published by IAG Wealth Partners

Be honest. Did you feel more confident about the Bucks’ chances at winning the NBA championship before the Finals started or after they lost their first two games?

I know I felt pretty good about the Bucks’ chances when the series was tied 0-0. Losing the first game didn’t shake me too much (after all, it is just one game). Losing the second game created significant doubt. Winning the third game rekindled my hope. The fourth game gave me more confidence, and the fifth game made me think they could win it all.

Confidence and doubt ebb and flow through every aspect of our lives. They are both healthy in the proper doses, but when one of them becomes entrenched it tends to keep its momentum until something changes our mind or our circumstances.

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July 7, 2021 - Published by IAG Wealth Partners

The Milwaukee Bucks are back in the NBA Finals for the first time in 47 years. It has been what seems like a lifetime. That is likely because I was three years old at the time.

If you happened to have graduated from high school in 1974 when the Bucks were last in the Finals, 47 years later you would be closing in on your own personal postseason of retirement.

Perhaps basketball seasons may have more similarities to your life than you may think.

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Taking the Boredom Out of Life Insurance

June 16, 2021 - Published by IAG Wealth Partners

I’m back to talk about another very important aspect of life insurance. Beneficiaries. You all know what that means. It’s the person that benefits from the policy once you are no longer “alive and vertical”. Remember, the policy is not for your benefit, it is for the benefit of the people that mean the most to you in this life.

Every three years, the advisors at IAG Wealth Partners go through an exercise of reviewing beneficiary information with their clients when they are meeting with them for their regularly scheduled financial overview. We are just finishing up on that review year (June 2020 – June 2021). Remember last week when I said that life insurance is not a set it and forget it proposition? Your beneficiary information is one of the very critical reasons why that is.

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You are not the beneficiary

Do We Have to Talk About Insurance?

June 9, 2021 - Published by IAG Wealth Partners

A few weeks ago, I saw a meme on Facebook asking about a subject you could talk about for 30 minutes that you never imagined yourself knowing much about. Strangely enough, the topic of insurance was the first thing that came to my mind. Seriously.  If you asked me what I wanted to be when I grew up, it would never have involved insurance, so to be writing about it today is really weird.

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June 2, 2021 - Published by IAG Wealth Partners

On Sunday, my oldest son graduated from high school. We are very proud of his accomplishments, and he is already enrolled for his next steps at Waukesha County Technical College.

The great news about a graduation is that you can’t go backwards. Once you earn that diploma or degree it is yours to keep for the rest of your life. What you do with the skills and knowledge you gained is entirely up to you.

After your last graduation, real life typically begins. You become a student of experience which will teach you far more than your teachers or professors ever did.

The financial markets work the same way.

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Unnoticed Dip

May 26, 2021 - Published by IAG Wealth Partners

When you are considering purchasing an item or service, which is more important to you – the price or the amount, quality, and usefulness of that item or service?

Pick amount, quality, and usefulness alone and you could pay thousands of dollars for the world’s best paper clip.

Pick price alone and you could end up owning a Yugo.

Yet, the general public typically only looks at one factor when judging how the stock market is doing – what did the S&P 500 Index do today?

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May 18, 2021 - Published by IAG Wealth Partners

One of the most popular buzz words in the financial markets these days is transitory. You will likely be hearing that word quite frequently in the coming months as the financial markets’ short-term direction is likely dependent on your belief in it.

Just over one year ago, the monetary and political leaders of our country resolved to reignite a shuttered economy at all costs. The Federal Reserve slashed their overnight interest rates to almost nothing and promised to keep them there indefinitely. They also dusted off and expanded programs from the Global Financial Crisis to keep the financial wheels turning and support bond prices by buying assets.

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this too shall pass


May 12, 2021 - Published by IAG Wealth Partners

Last week the House Ways and Means Committee approved a bipartisan (yes, you read that correctly) bill that makes significant changes to retirement planning.

The Securing a Strong Retirement Act of 2021 (H.R. 2954) is a sequel to the SECURE Act of 2019 which also passed with strong bipartisan support. Its nickname is SECURE Act 2.0 as lawmakers are hoping it will pass with the same ease.

As you may recall, the 2019 SECURE Act made significant changes such as increasing the age at which Required Minimum Distributions (RMDs) must begin to age 72 and limiting the life of inherited retirement accounts to 10 years. The SECURE Act 2.0 also includes some impactful provisions that could alter your financial plan if it is signed into law.

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May 5, 2021 - Published by IAG Wealth Partners

Every hike begins with a plan. Pick an idyllic location and gauge how far you or your family can walk. Be prepared with water, nutrition, and any defenses you may need against nature (sun block, insect repellent, or bear spray).

Yet, no matter how much you plan and prepare, unexpected twists and turn can throw you off course.

Last week the Biden Administration laid out its plans for a hike. While we do not know whether the tax hikes below will unfold as planned, we can certainly sense the direction they are heading:

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