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All Articles | Allocation Alerts

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Eggert Financial Management Inc. 7200 South Alton Way. Centennial, CO 80112. What Is an Annuity? 9 Facts About Retirement. 9 Facts About Social Security. The Cost of Procrastination. Healthcare Costs in Retirement. When Should You Take Social Security. Traditional vs. Roth IRA. What Is a Stretch IRA? Where Will Your Retirement Money Come From? Important Birthdays Over 50. How Will Working Affect Social Security Benefits? Immediate vs. Deferred Annuities. Are Women and Financial Strategies a Mismatch?

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Eggert Financial Management Inc. 7200 South Alton Way. Centennial, CO 80112. Subscribing to Allocation Alerts is EASY:. A subscription to Allocation Alerts is affordable. Unlike most asset management services that charge a percentage of your account value, Allocation Alerts is available for a flat monthly charge of $39.95. Our annual subscription is available for $425.00, an 11% discount. Subscriptions renew automatically. We include a 60 day money back guarantee, if you are not fully satisfied. We do no...

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Features

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Eggert Financial Management Inc. 7200 South Alton Way. Centennial, CO 80112. Our goal is to. Values in rising markets and to. Values in declining markets. We believe investing success is determined by understanding and managing portfolio risk. We use advanced research tools and technology to assess risk and determine the strength and direction of market trends. Then a portfolio mix is developed based on the research and an email notification is sent to you with our suggested allocations for your 401k plan.

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Disability Income | Allocation Alerts

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Eggert Financial Management Inc. 7200 South Alton Way. Centennial, CO 80112. This calculator estimates your chances of becoming disabled and your potential need for disability insurance. You are viewing this website at a small screen resolution which doesn't support calculators. Click here to view this calculator. The Other Sure Thing. Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? A Brief Guide To Condo Insurance. Protecting Those Who Matter Most.

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Federal Income Tax | Allocation Alerts

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Eggert Financial Management Inc. 7200 South Alton Way. Centennial, CO 80112. Use this calculator to estimate your income tax liability along with average and marginal tax rates. You are viewing this website at a small screen resolution which doesn't support calculators. Click here to view this calculator. The Facts About Income Tax. Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Does Your Child Need to File an Income Tax Return?

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Universal Life Insurance | Allocation Alerts

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Eggert Financial Management Inc. 7200 South Alton Way. Centennial, CO 80112. Universal life insurance is permanent life insurance — that is, it remains in force for your whole life. But universal life insurance has an important difference from other types of permanent insurance: it provides a flexible premium. That means the policyholder decides how much to put in. Above a set minimum. By extension, the policyholder also determines the face amount of the policy. When the policyholder dies. Accessing the ...

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A Primer on Irrevocable Life Insurance Trusts | Allocation Alerts

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Eggert Financial Management Inc. 7200 South Alton Way. Centennial, CO 80112. A Primer on Irrevocable Life Insurance Trusts. I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money. The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives, though it may not be appropriate for every individual. What Is an ILIT? What Can an ILIT Accomplish? Meeting liquidity needs;. When you die ...

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Raise Your Retirement Income | Allocation Alerts

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Eggert Financial Management Inc. 7200 South Alton Way. Centennial, CO 80112. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. What Is a Roth 401(k)? Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA. Email:  info@eggertfinancial.net. Have A Question About This Topic?

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Allocate My 401k

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Eggert Financial Management Inc. 7200 South Alton Way. Centennial, CO 80112. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. What Can a Million Dollars Buy You? 1 million in a diversified portfolio could help finance part of your retirement. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. The Cost of Procrastination. What investments are best for you? When Does...

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What Can a $1 Million Buy You

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Eggert Financial Management Inc. 7200 South Alton Way. Centennial, CO 80112. What Can a Million Dollars Buy You? 1 million in a diversified portfolio could help finance part of your retirement. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. All Muni Bonds Are Not Created Equal. Gaining a better understanding of municipal bonds makes more sense than ever. Keys to Investing for Retirement. There are some key concepts to understand when investing for retirement.