Blog

Five Strategies for Tax-Efficient Investing

As just about every investor knows, it's not what your investments earn, but what they earn after taxes that counts. After factoring in federal income and capital gains taxes, the alternative minimum tax, and any applicable state and...

SHRED EVENT 2019

Giant thanks to everyone that came out for our Shred Event! The rain held off, and we enjoyed sunny skies and friendly folks on Saturday. So nice to meet some new faces, and catch up with some familiar ones. Here's a nice shot of our...

Keep Your Head in the Game: Avoiding Mental Errors When You Invest

In the sports world, a mental error can cost your team the big game. When you are investing, a mental error can put your retirement portfolio at risk. Mistakes often result from letting misconceptions and emotions affect your decisions...

GOOD WINDOW OF OPPORTUNITY FOR ROTH IRA CONVERSIONS

The Roth IRA is a powerful tax-favored retirement option since it can offer a hedge against future tax-rate increases. But beyond tax planning considerations, Roth IRAs have several important advantages over traditional IRAs: Unlike a...

VOLUNTEERING HAS MANY BENEFITS

Volunteering can be difficult given our busy lives; but if you can make the time for it, the benefits can be quite impactful. I volunteer with several organizations for various reasons: most importantly, to assist people in need and...

DOES YOUR PORTFOLIO REFLECT YOUR RISK TOLERANCE?

When it comes to investing, many people associate risk with losing money. But investing entails different types of risk. Understanding each type -- and the potential return associated with your retirement portfolio -- can help you...

INVESTING WITH YOUR SPOUSE -- PARTNERS OR OPPONENTS?

Most couples don’t agree on everything. When it’s minor stuff, like which movie to see or what color to paint the living room, it can be easy to reach a compromise. But when couples disagree on money issues, compromising...

THE STOCK MARKET DROPS. NOW WHAT?

In October 2018, the Dow Jones Industrial Average, a widely followed measure of stock-price performance of 30 of the largest U.S. companies, dropped 1,380 points in just two days. While that sounds scary, it was just a 5% move, taking...

BRUSH UP ON YOUR IRA FACTS

If you are opening an individual retirement account (IRA) for the first time or need a refresher course on the specifics of IRA ownership, here are some facts for your consideration. IRAs in America IRAs continue to play an...

Press Release

Proudly sharing our photo from our recent visit to the Senior Center! We are honored to have the opportunity to be the Douglas County Community Services Foundation 2019 Naming Right sponsor for the Douglas County Community and Senior...

CHILDREN AND WEALTH: IMPORTANT LESSONS START EARLY IN LIFE

Wealth can be a mixed blessing -- one that creates great opportunity as well as weighty responsibility -- especially for children. As a parent, grandparent, or concerned relative, you hope to pass on what you have learned about...

WHEN MARRIAGE ENDS IN DIVORCE OR SEPARATION

The end of a marriage is also the beginning of a new financial life. Reconsidering your financial arrangements -- whether or not your income will be reduced -- should be a priority as you adjust to your new circumstances. Some of the...

4 Income Generating Assets to Increase Your Net Worth

Income Generating Assets Can Equal a Large Passive Income Passive income is the best way to get your money to work for you. It will continue to increase your net worth without you having to lift a finger. There are several different...

DOES YOUR PORTFOLIO REFLECT YOUR RISK TOLERANCE?

When it comes to investing, many people associate risk with losing money. But investing entails different types of risk. Understanding each type -- and the potential return associated with your retirement portfolio -- can help you...

3 Ways an Independent Financial Advisor Generates Revenue by Saving You Money

An Independent Financial Advisor Does More Than Guide Investments An independent financial advisor is who you turn to when you need to learn how to invest effectively. Whether you’re investing in stocks, bonds, or your...

Do Financial Advisors Make You Money?

Do Financial Advisors Make Your Money or Are You Better Off Going It Alone? People prefer to spend their money on a sure thing. So, before investing large sums, most people want to know if hiring a financial advisor is a sure way to...

THE CHARITABLE IRA TRANSFER

If you are age 70½ or older and charitably minded, you may wish to consider tapping your individual retirement account (IRA). The qualified charitable distribution (QCD), also known as an IRA charitable rollover, allows you to...

Ways You Can Maximize Your Social Security Benefits

Ways You Can Maximize Your Social Security Benefits It’s Not Always Easy but You Can Maximize Your Social Security Benefits with These Tips Social Security benefits are a cornerstone for many retirees’ income. For many...

3 Ways to Reduce Your Social Security Taxes

3 Ways to Reduce Your Social Security Taxes Reduce Income Tax on your Social Security and Get More Out of Retirement According to the Social Security Administration, you will have to pay federal income tax on your social security...

How the New Tax Plan Affects Social Security Benefits

How the New Tax Plan Affects Social Security Benefits The New Tax Plan Affects Social Security Benefits in a Negative Way More than 34% of retirees rely on Social Security benefits for about 90% of their income. Since it has...

Will Your 401(k) be “Rothified” Under the New Tax Laws?

President Trump’s New Tax Laws Are Taking a Hard Look at 401(k) Accounts Under the new tax laws proposed by President Trump corporations and individuals are set to receive a fairly large income tax break. This is good for most...

5 Positive Changes the New Tax Plan Will Have on Americans, Including Your 401(k)

Trump’s New Tax Plan Has Many Americans Smiling If President Trump’s new tax plan passes, sweeping reform will follow. After failing to repeal Obamacare President Trump turned his full attention to one of his other campaign...

The New Pass-Through Provision Could Dilute Company 401(k) Plans

Experts are Concerned about Small Company 401(k) Plans if the New Pass-Through Provision Passes Company 401(k) plans are one of the things set to be affected if Congress passes The Tax Cuts and Job Act. These are some of the most...

LPL FOCUS 2018

Look at these two brainiacs!!! Mark and Austin are currently in Boston attending an LPL Conference "FOCUS 2018"...learning new and innovative ways to better serve our clients and community!! Can't wait for them to get back and share...

Investing in Mutual Funds Could Boost Your Retirement Planning

Mutual Funds Can Be Tailored for Any Kind of Retirement Planning Diversification is key to successful retirement planning. Mutual funds come with this key already in the lock. They are considered to be one of the easiest and least...

ANNUITY OPTIONS: CHOICES ABOUND FOR TODAY'S RETIREE

As the earliest baby boomers begin to enter retirement, the various income guarantees and other living benefits offered through variable annuities (VAs) are gaining in importance. Yet before you rush to add a VA to your retirement...

3 Important Retirement Planning Tools You Might Have Overlooked

Get to Know These Important Retirement Planning Tools Knowing how to use all the retirement planning tools at your disposal can ensure a smoother retirement planning process. Planning for your retirement is no small feat. You have to...

Can Social Security Be Fixed?

Will Social Security be different when you retire? Its reserves are projected to be depleted by 2034, and if that happens, the program could pay retirees only about 80% of projected retirement benefits.1 Since 2010, Social Security...

5 Things to Consider When Planning for Your Financial Retirement Program

Before your done with your job for good, make sure you have considered these five things as part of your financial retirement program. The wealth management team at Neddenriep Financial want you to consider your goals, budget, and age.

College Won't Pay For Itself

Five Money Rules To Live By

Five Money Rules to Live By Principles for finding financial balance It’s not simply a matter of working harder; it’s much more about using your non-financial skills and talents in new ways to bring you prosperity and a...

Risks of DIY Investing

Risks of DIY Investing

Carson Valley Business Showcase 2018

We enjoyed participating in the 2018 Business Showcase on April 11. It's always fun to meet so many great that live in the Carson Valley!

Dividend-Paying Stocks: A Potential Source of Income

Dividend-Paying Stocks: A Potential Source of Income If you're looking for an investment-income source, you may want to consider adding dividend-paying stocks to your portfolio. They may be especially appealing to retirees or investors...

Are You Financially Ready To Retire?

https://www.forbes.com/sites/financialfinesse/2018/01/21/are-you-financially-ready-to-retire/#2fc84a753c72

Rethinking That Tax Refund

How Will You Use Your Tax Refund This Year?

The Stock Market's FINAL FOUR Factors

Build A Solid Financial Foundation

Where Does This Bull Market Rank?

https://lplresearch.com/2018/03/07/where-does-this-bull-market-rank/

Neddenriep Financial Video

Mark Neddenriep- A Local Businessman With Over 20 Years Experience

Brush Up On Your IRA Facts

Naming Beneficiaries: What You Need To Know

5 Ways To Know If A Financial Advisor Puts Your Goals First