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Income Planning and IRMAA in


Angela Muckler, Relationship Manager, 8/27/2020

Health care will likely be one of your biggest expenses in

retirement, so it’s worth unpacking some Medicare basics

and exploring ways to cost-effectively navigate coverage

options, IRMAA, and income planning decisions.

This commentary originally appeared August 27 on








Benefits of Rebalancing

Connie Brezik, Wealth Advisor, 8/27/2020

Once you build it, your portfolio requires ongoing

maintenance through a process called rebalancing.

Wealth Advisor Connie Brezik explains how this helps you

systematically buy low and sell high, a recipe for investing


This commentary originally appeared August 2 on





The Crazy Stuff We Do With


Tim Maurer, Director of Advisor Development,


I’ve got some good news. You’re not crazy. That’s the

message of one of my favorite books of 2020, “The

Psychology of Money,” written by Morgan Housel and

inspired by a popular blog post he wrote in 2018. It’s a

compelling read and the book offers many great lessons,

but I thought this particular encouragement was worthy

of the fresh slate afforded us all by the start of a new year.

This commentary originally appeared January 10 on