Focus on the Fundamentals of the Market

Market Commentary video from Mark Sorensen, President & CEO, Royal Fund Management. The talking heads spouting the pros and cons from our tv and media sources seem to be more of a distraction than an attraction today. Panels of 4-6 on a screen talking about financial Armageddon are opposed by another large panel [...]

April 17th, 2022|retirement planning|Comments Off on Focus on the Fundamentals of the Market

Forgotten 401(k) Could Be Costing You

Changing jobs has its own challenges. Leaving a 401(k) dormant and unattended with an ex-employer could be costing you money in fees and may jeopardize performance. Getting the available options of what you can and cannot do with your old 401(k) may be more beneficial than you think. Discover How Much a Forgotten 401(k) is [...]

April 2nd, 2022|retirement planning|Comments Off on Forgotten 401(k) Could Be Costing You

Maximize Your 401(k) Performance in 2022

Maximizing your 401(k) Performance may be easier than you think. Most of us regularly change our oil, go to the dentist for check-ups, and upgrade our phones for maximum performance. Doesn’t it make sense to treat one of your most valuable assets the same by utilizing tools to assist in potentially boosting performance? Read on [...]

April 2nd, 2022|retirement planning|Comments Off on Maximize Your 401(k) Performance in 2022

Fiduciary Adviser Russ Wagner – Financial Planning Services

Are you looking for a true fiduciary adviser? Look no further than Russ Wagner at Wagner Investment & Retirement Advisors, LLC. Wealth Management Income Planning Retirement Planning Investment Advisory Based in Stuart, Iowa. Service available nationwide.

January 21st, 2022|retirement planning|Comments Off on Fiduciary Adviser Russ Wagner – Financial Planning Services