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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.