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Exemplar Editorial

The Very High Cost of Waiting to Save for Retirement

Planning a Family: What to Save for Right Now

Why Financial Planning is an Absolute Necessity for Everyone

The Difference Between Good Debt & Bad Debt


The Difference Between Good & Bad Debt

Some debts are worth assuming, but others exert a drag on retirement saving.


Provided by Exemplar Financial Network


debt man small.jpgWho will retire with substantial debt? It seems many baby boomers will – too many. In a 2014 Employee Benefit Research Institute survey, 44% of boomers reported that they were concerned about the size of their household debt. While many are carrying mortgages, paying with plastic also exerts a drag on their finances. According to credit reporting agency Experian, boomers are the generation holding the most credit cards (an average of 2.66 per person) and the biggest average per-person credit card balance ($5,347).1,2


Indebtedness plagues all generations – and that is why the distinction between good debt and bad debt should be recognized.

Summer Fun Near Walworth WI - 2015!!

2015 Summer Fun in Wisconsin

bigstock-Happy-family-in-the-pool-small.jpgHere's a list of fun things to do around the Walworth, WI area this summer.  Use this list as a resource for your family and enjoy all of the free events and festivals as well as contact information for great, family-friendly places to go.



Summer Fun 2015!!

2015 Summer Fun

bigstock-Happy-family-in-the-pool-small.jpgHere's a list of fun things to do around the Chicago area this summer.  Use this list as a resource for your family and enjoy all of the free events and festivals as well as contact information for great, family-friendly places to go.



UGMA and UTMA Accounts

UGMA AND UTMa accounts


Vehicles aimed to help amass college savings or make gifts to minors.


Provided by Exemplar Financial Network

Academic-Baby-Playing-With-Abacus small.jpgIf you want to save for college, you may wish to consider an UGMA or UTMA account. These custodial accounts are typically created by parents and other relatives who want to gift minors without having to set up a trust.

Many parents and grandparents create UGMA or UTMA accounts as college savings vehicles. You can invest for a child’s education while transferring income-producing assets to that child (and their presumably lower tax bracket).

The Uniform Gifts to Minors Act (UGMA) allows a child or teenager to take ownership of cash, securities or insurance policies. The successive Uniform Transfers to Minors Act (UTMA) extended the UGMA parameters: it lets minors receive gifts of art, real estate, patents and royalties, and other non-securities assets.1,2,3

Paying for College While Saving for Retirement

paying for college while saving for retirement


These two objectives are not mutually exclusive.


Provided by Exemplar Financial Network

college just ahead small.jpgIt can be done. All across America, families are meeting a mighty financial challenge – the challenge of paying college costs with retirement potentially on the horizon. How do they do it? They go about it consistently; they also get creative.

When a Windfall Comes Your Way

When a Windfall Comes Your Way

What do you do with big money?


Provided by Exemplar Financial Network


my life chapter 1 small.jpgA first-world problem, and nothing more? Not quite. Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you resolve anxieties about funding your retirement or your children’s college educations, and newfound financial freedom can lead to time freedom – greater opportunity to live and work on your terms.


Social Security Survivor Benefits

Social Security Survivor Benefits

How do you claim them? How much can you receive?


Provided by Exemplar Financial Network


social security benefits small.jpgAbout 5 million widowed Americans get Social Security survivor benefits. If your spouse has passed, you may be eligible to collect them. This means that you could receive as much as 100% of your late spouse’s Social Security income in addition to your own.1,2


Some widows and widowers aren’t aware of these additional retirement benefits. That’s a shame, because they can provide significant financial help during a period of uncertainty.

Meet your team

Have you met your team?

We have a wealth of experience in the financial services industry.

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