The reason most people never reach their goals is that they don’t define them.

— Denis Waitley


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Action Tidbits

Tidbits Issue 10

November 2018

This month we deviate from our How to Retain & Attract Talent series because we wanted to share some year-end tax planning strategies and considerations. Hard to believe 2019 is only weeks away, but don't worry, you still have time to act on maximizing your tax benefit potential!

Tidbits Issue 9

October 2018

This month's newsletter is packed with some exciting updates and announcements we're excited to share with you! We also continue with our series on How to Retain & Attract Talent by looking at the "162" Bonus Plan. This particular executive bonus arrangement may be of interest to employers who are looking to reward and retain key executives with supplemental benefits. It also may be of interest to employers who have qualified plans in place, but feel they need another benefit with which they can reward certain key executives.

Tidbits Issue 8

September 2018

Our first article delves into the world of Social Security. The closer you are to Social Security, the more important it is to pay attention to how it can affect your retirement, when to take it, when to delay it, and how to maximize benefits. We share insight on eligibility and how to maximize your benefits.

This month's second article kicks off a series on How to Retain & Attract Talent. As we touched on last month, key employees are an integral component of the success of your business, and it's becoming increasingly challenging to attract and retain them. This month's installment highlights a specific tool when seeking to offer benefits beyond compensation — the QSEHRA (Qualified Small Employer Health Reimbursement) which can be effective for employers looking to add benefits in the "health insurance" arena.

Tidbits Issue 7

August 2018

For the constant struggle with demands on productivity and the proverbial work/life balance we all strive to achieve, take a look at this month's article "Smarter Not Harder: How To Succeed At Work".

To our business owner friends, take note of this month's second article "Are you Taking Steps to Retain Your Key Employees." In the midst of the current 'employee market' the economy is experiencing, we look at getting creative with compensation packages as ways to reward and retain valuable employees.

Tidbits Issue 6

July 2018

Our first article provokes thought on adjusting your perspective surrounding a question that you've likely asked yourself in countless, frustrated or exhausted situations - "what more can I do?" You'll be encouraged to answer this in a much different way, shifting from negativity to forward-thinking.

Next, we ponder the concept of networking. As society becomes more and more consumed by social media and technology, do you find yourself steering clear of the traditional networking channels? We share a few thoughts on the give and take of face-to-face networking.

Tidbits Issue 5

June 2018

In our first article, Brad highlights an ongoing journey into self mastery. We all have opportunities to better ourselves, and Brad discusses some of these ideas that he's discovered to continue help him own each day.

Our second article explores why the "three-legged stool" of retirement - once considered the ideal retirement model - has become outdated and offers suggestions on how to reinforce your future.

Tidbits Issue 4

April 2018

In this month's issue we tackle some tax related considerations for idle cash in our first article. In our planning, we always look to make sure we are addressing a tax-balanced perspective when it pertains to funding future goals. With it being April, and many Americans filing taxes by the April deadline, we felt this article would be a timely consideration both now and for the future tax year.

In our second post, we share some activities we've been busy with in the last few months. Included are a few takeaways from recent educational opportunities Brian was able to take advantage of. We are continually committed to making sure that we're staying informed and pushing toward the best ideas and strategies for the benefit of our clients.

Tidbits Issue 3

March 2018

This month's newsletter is packed with something for everyone! In our first article, Bradley Ruh discusses the connection between health and your finances. He'll show you just how closely these are intertwined and provide some tips on living a healthier lifestyle.

Our second article challenges the business owners or decision makers out there in asking themselves if their business is really ready for what comes next. Do you have a plan for the long term - a plan that covers both the expected AND the unexpected?

Tidbits Issue 2

February 2018

This month's newsletter is packed with some great stuff. In our first article, we discuss the time value of money, which can be used to help determine what an anticipated future value is worth today or what a current value may be worth down the road. in our second article, the author lays out some important snippets from the recently legislated tax reform. It's best to get a handle on these things early in the year, as your financial actions may undoubtedly impact your taxes come next April.

Tidbits Issue 1

January 2018

This month's articles feature two LinkedIn Publications by your very own Wealth Adviser, Bradley Ruh, ChFC®, CFP®. In these articles we share some thoughts on how much money someone really needs for their future retirement. In the article, Bradley highlights particular areas to pay attention to when it comes to mapping out your answer to this question; this includes things like varying expenses and income sources.


6 Nov.

Advisor Symposium

On Wednesday November 6th, from 12:00-4:00 PM Central, New York life will present the 2019 Advisor Symposium, a continuing education and professional networking event designed for financial service professionals.

Action Financial Strategies will be hosting this even and would like to extend an invitation to you to join us for lunch and the Symposium at either the following locations:


Action Financial Strategie
1411 Milwaukee Drive
New Holstein, WI 53061


Hagemeister Park
325 N Washington Street
Green Bay, WI 54301

You'll hear from nationally known, well-respected professionals in the areas of accounting, tax law, and estate and business planning.

This year, our prestigious lineup includes attorney Jeff Chadwick from Winstead PC, who will discuss planning for privacy in the public world; attorney John McManus of McManus & Associates, who will share guidance for advisors on forging long-term relationships with high-net-worth families; Matt Pate from The Nautilus Group®, who will present key employee retention planning considerations; and New York Life Corporate Vice President Greg Holmgren, who will also discuss key employee retention as well as best practices in building and using the cash value in a life insurance policy.

You also may receive continuing education credit – CE approvals for insurance professionals, enrolled agents, accountants and attorneys will be announced in advance of the event.

You also can register online to attend at nyladvisors.com/2019AS. Select our venue location from the dropdown menu, referenced by Action Financial Strategies in New Holstein or Hagemeister Park in Green Bay.

When you join us, not only will you find this to be an informative program that can enhance your practice, but you’ll also be part of an invaluable networking opportunity that should not be missed.

We look forward to seeing you on November 6.

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This educational seminar and sales presentation is for informational purposes only. It is presented by Action Financial Strategies, LLC and hosted by Investors Community Bank . Action Financial Strategies, LLC, its agents and affiliates do not provide tax, legal or accounting advice. For advice on such matters and before undertaking any related planning action, everyone should consult with their own professional advisors. Investors Community Bank and Action Financial Strategies, LLC are not affiliated, and the views of Investors Community Bank do not necessarily represent those of Action Financial Strategies, LLC or its affiliates.