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As a Milwaukee-area firm, Keil Financial Partners has walked alongside countless WE Energies employees throughout their retirement journeys.

Because of this, Jeremy Keil and his team have discovered some key potential pitfalls and success strategies for WE Energies / WEC Energy Group employees. Today, Jeremy is sharing some of these planning considerations and why they’re an important part of your retirement picture.

In this episode, you’ll learn:

• Five potential planning pitfalls
• About the net unrealized appreciation tax rule and how it can benefit you
• Seven secrets of success
• Strategies for your stock options
• And more!

Tune in now for a run-down on WE Energies retirement strategies and how they can help you maximize your ideal retirement!

Resources:  Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor  | WE Energy Retirement Checklist | Subscribe

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Keil Financial Partners. Keil Financial Partners is a part of the Thrivent Advisor Network, a registered investment advisor. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. 

Keil Financial Partners does not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | 300

In July 2020, Harley-Davidson Inc. announced that it will be eliminating 700 positions, leaving many employees with severance or early retirement packages.

If you’re a Harley-Davidson employee, how can you make the most of your retirement or severance?

Today, Jeremy Keil shares his insight and experience from working with Harley-Davidson employees and the considerations these employees should keep in mind when offered early retirement or severance packages.

In this episode, you’ll learn:

• Three success secrets of a Harley-Davidson retirement or severance
• Why you need to look at your overall financial picture with every decision you make
• How the timing of your severance or retirement can drastically change your tax planning picture
• Why you should think twice when rolling your 401(k) over to an IRA
• Two ways to figure out if you have the right financial advisor for you
• And more!

Join Jeremy now and discover how you can make the most of your retirement or severance package from Harley-Davidson!

Resources:  Keil Financial Partners: (262) 333-8353 | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor  | Podcast #5: Planning Ahead For Social Security | Harley-Davidson Retirement Checklist |Subscribe

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Keil Financial Partners. Keil Financial Partners is a part of the Thrivent Advisor Network, a registered investment advisor. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. 

Keil Financial Partners does not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | 300

Keil Financial Partners has the privilege of helping clients enter retirement each and every month. Because of this, they have witnessed the mistakes many pre-retirees make that can ultimately impact their ideal retirement.

From common investing mistakes to retirement strategy oversights, Jeremy Keil is breaking down common financial planning missteps today to help you better understand the logic behind these mistakes — and how you can avoid making them.

In this episode, you’ll learn:

• How the fear of missing out can impact the quality of your investing
• Why beating the market is a misguided goal
• The dangers of having too much, or too little, risk
• The value in working with a professional
• The impact of procrastination on your retirement
• And more!

Join Jeremy now to learn how you can avoid making common financial planning mistakes on your journey towards your ideal retirement!

Resources:  Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor  | Subscribe | Common Financial Planning Mistakes

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Keil Financial Partners. Keil Financial Partners is a part of the Thrivent Advisor Network, a registered investment advisor. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. 

Keil Financial Partners does not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.