Steinbrenner Financial Group

08/08/2023

https://www.steinbrennergroup.com/event/estate-planning-seminar/

Date: September 13, 2023Time: 6:00 pm - 8:30 pmLocation: Brisco County Woodgrill - N96W16865 Cumberland Ct, Menomonee Falls, WI 53051 Seminar Registration First Name * Last Name * Email * Phone Number * How many people will be attending? * How did you hear about us? * How did you hear about us? If y...

08/02/2023

Changes to the way inherited IRA accounts are taxed is set to sting millions of Americans from next year, experts have warned.

05/12/2023

"The Typical Millionaire Is At Best An Average Investor.

Their Secret Sauce To Building Wealth? They ACTUALLY Invest."

-Dave Ramsey

01/18/2023

SECURE 2.0 was put into effect on December 29th, 2022 with numerous provisions (including raising the Required Minimum Distribution age to 73). See article below for other key points:

Read more about key provisions and how they will affect both employer-sponsored retirement plans and wealth planning.

09/29/2022

For the first time in over a decade, bond yields are starting to look attractive for conservative investors in search of income. See article below for the top picks to help provide returns and protection:

While the I bond yield is expected to moderate, it still remains extremely attractive as a risk-free investment.

08/05/2022

Women & wealth - knowledge is power! Contact us today for a complimentary financial consultation.

06/01/2022

Not planning for a cognitive decline can leave retirees' finances vulnerable and undermine their wishes for how their money is spent. See article below:

By delaying mapping out a financial plan until cognitive decline is apparent, older Americans risk losing control over how their money is handled.

05/26/2022

https://www.marketwatch.com/story/the-s-p-500-may-be-finding-a-short-term-bottom-but-the-intermediate-worries-remain-01653573879?mod=home-page

The S&P 500 would have to climb above 4300 to even hint at a change in the stock market's downtrend.

04/18/2022

Join us for our FREE Estate Planning Seminar!

Location: Machine Shed – N14W24145 Tower Pl, Pewaukee, WI 53072

Date: Tuesday, May 24th

Time: 6 PM

Ensuring that you have proper estate planning documents in place is a crucial part of the overall planning process. Trusts, Wills, and Powers of Attorney documents can make the difference between a smooth, private transition of assets to the next generation to spending many thousands and months sending an estate through probate.

You probably know someone who has gone through this process, perhaps yourself. This 60 minute informational seminar focuses on the differences between different types of Trusts, Powers of Attorney, and how they can benefit you and your loved ones. Other topics that will be covered include how to prevent nursing home spend down and Living Wills.

Join Jim Steinbrenner, CMFC, and Attorney David Watson for this informational seminar, and please feel free to bring any questions that you may have regarding your own situation.

Coffee and appetizers will be served.

Click here to register.

Join Jim Steinbrenner and Attorney David Watson for our FREE Estate Planning seminar.

03/15/2022

Planning a home improvement project, a vacation, or just want to go out for a nice dinner? Find these and many other amazing items & opportunities with Bid on Milwaukee! They have partnered with a wide range of leading businesses in the area to create a local online auction site like none other.

We have partnered with the area’s leading businesses to bring you a local online auction site like no other.  Bid on hundreds of amazing items and gift certificates from local retailers.  Simply log in, bid and win.  It’s really that easy.  Happy Bidding!