Eric Biddle: Sr. Financial Planner at True North Wealth Partners

06/14/2023

Are you concerned about having enough income during retirement? This is one of the products I've been using with clients to create guaranteed, lifelong income. Please let me know if you'd like a personalized illustration. [email protected]. https://nw-select.s3.amazonaws.com/FAM-1149AO_NH_Select_Core_Brochure.pdf

01/26/2023

Has anyone told you that you can move your IRA into an annuity to create a lifetime income stream? Here's one product in the lineup that you can ask me about. . .

Our high ratings reflect the stability and financial strength of Nationwide, one of the largest insurance and financial services companies in the world.

01/18/2023

Are you a GENEROUS person with CHARITABLE intentions? Has anyone told you about the potential benefits of giving appreciated assets instead of cash? If you have appreciated stocks, real estate with passive income, or a business, I'd be excited to show you how to give in a more tax-efficient manner.

11/19/2020

2021 Retirement Account Contribution Limits - Become educated about how much you can contribute. Reach out to me if you need some direction while deciding which savings strategy is the most efficient for you.

Tax law places limits on the dollar amount of contributions that you can make to Individual Retirement Accounts and by law, the IRS is required to adjust these limits annually for cost-of-living increases. Going into 2021, you should familiarize yourself with these adjustments, so that you’re bett...

09/28/2020

If you have a 401(k) plan from an old employer, it might pay off to roll it over to an IRA.

Remember when 401(k) sounded like something only a chemist knew about? Now we all receive 401(k) statements routinely – including information about fees. Here’s what to do if the fees rise. When 401(k) plans’ fees hit 2% annually, they introduce a tremendous drag on your investment returns ove...

07/17/2020

Here's a little education on inflation for a Friday afternoon . . .

You hear it all the time: you should make sure your retirement savings at least keep pace with inflation. But what is inflation and how does it really affect your retirement savings? In simple terms, inflation is defined as an increase in the general level of prices for goods and services. Deflation...

04/22/2020

With interest rates lowered, it might be time to consider whether or not a refinance makes sense for your mortgage or student loans.

When discussing bank accounts, investments, loans, and mortgages, it is important to understand the concept of interest rates. Interest is the price you pay for the temporary use of someone else’s funds; an interest rate is the percentage of a borrowed amount that is attributable to interest. Whet...

04/03/2020

If you are a small business owner and you have been negatively affected by current conditions related to Covid-19, you need to take a look at the SBA's Coronavirus Relief Options.

We’re here to help you overcome the challenges created by this health crisis. We offer multiple funding options for those seeking relief. Read more below.