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James McGlone | Jul 18, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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Close-up image of an elderly hand being held by a younger-looking hand
James McGlone | Jul 1, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Digital art of a lawyer standing next to a large document and gavel.
James McGlone | Jun 19, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
James McGlone | Jun 3, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

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Image of a sailboat sailing on a lake, with cloudy weather above.
James McGlone | May 20, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
James McGlone | May 1, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Older couple embracing on a boat overlooking a body of water
James McGlone | Apr 18, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement

How much do you need to retire wealthy?

Believe it or not, there’s no set number for anyone.

Lifestyle and the quality of your retirement plan are certainly

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Watercolor style picture of 5 carrots sprouting from the ground.
James McGlone | Apr 2, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.

It can be the perfect time to refresh financial tasks and dust off your

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An older man relaxing and laying down in an inner tube on relaxing water.
Peter Kerntke | Mar 19, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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A brain surrounded by circles representing brain waves
Peter Kerntke | Feb 9, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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Image of an American flag, with a person looking out of them similar to window blinds.
Peter Kerntke | Feb 2, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Peter Kerntke | Jan 11, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
Read More

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Investment Advisor Representative, KOM 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.

KOM Wealth Management Group 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.

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