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Row of townhomes
Peter Kerntke | Mar 18, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Senior couple in a meeting with a financial professional
Peter Kerntke | Mar 11, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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colleagues gathered around talking
Peter Kerntke | Mar 4, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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Man with glasses leaning against a wall
Peter Kerntke | Feb 25, 2021

Common Investor Biases and How They Can Impact Your Finances

No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Peter Kerntke | Feb 18, 2021

Should You Retire at the Same Time As Your Spouse?

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Benefits Of Diversifying Your Investments | KOM Wealth Management
Peter Kerntke | Jul 15, 2020

What are the benefits of Diversifying my Investments?

Investments

 

Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and

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Early Retirement Plan Rollovers Facts | KOM Wealth Management
Peter Kerntke | Jul 15, 2020

9 Important Details about Early Retirement Plan Rollovers

Retirement

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are

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Investment Advisor Representative, Kerntke Otto McGlone Wealth Management Group, A Registered Investment Advisor. To clients of AR, AZ, CA, CO, FL, GA, IA, IL, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OH, PA, SC, TX, VA, WA, & WI.

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There are no warranties implied.

Kerntke Otto McGlone Wealth Management Group (KOM) is a registered investment adviser located in Appleton, Wisconsin.  KOM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. KOM’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of KOM’s website on the Internet should not be construed by any consumer and/or prospective client as KOM’s solicitation to affect, or attempt to affect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by KOM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of KOM, please contact the state securities regulators for those states in which KOM maintains a registration filing. A copy of KOM’s current written disclosure statement discussing KOM’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov-  or from KOM upon written request. KOM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to KOM’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk, and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

KOM, throughout its website, has provided links to various other websites. While KOM believes this information to be current and valuable to its clients, KOM provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time-sensitive nature, or viability of any information shown on these sites.


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