Eric Felgenhauer Financial Services

09/02/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

09/01/2026

It doesn't matter whether you have $100K or $10M.

At some point, the question becomes:

"Will my money last?"

A strong retirement plan isn't just about how much you've accumulated.

It's about creating reliable income, managing taxes, and making sure a market downturn doesn't completely disrupt your lifestyle.

Because if your portfolio drops 40%, your expenses don't automatically drop 40%.

That's why income planning matters just as much as accumulation.

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08/31/2026

There's always a reason to wait.

"I'll do it when I make more."

"I'll do it when my business gets bigger."

"I'll do it when I have more assets."

But wealth planning works best before there's a problem to solve.

Once the urgent situation happens, your options may be very different.

The best time to protect what you've built isn't when you need protection.

It's before you need it.

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08/31/2026

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

08/30/2026

You build the business.

Revenue grows.

Income grows.

Then suddenly, your tax bill grows right alongside it. 💸

The problem is that most business owners don't feel the impact early enough to do anything about it.

Tax planning shouldn't start when the bill arrives.

It should start while you're building the wealth.

The bigger your business becomes, the more important it is to have a strategy for where and how that money is held.

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08/29/2026

Building wealth is hard.

Passing it on efficiently can be even harder.

Your money might be sitting in real estate, a business, retirement accounts, or other assets and each can create different tax consequences when wealth is transferred.

That's why wealth planning isn't just about accumulation.

It's about deciding where your money should live today so you have more control over what happens to it tomorrow.

Don't wait until your family receives the bill to start thinking about the plan.

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08/28/2026

You spent decades building your wealth.

But what happens to it when you're gone? 💰

Without proper estate and legacy planning, your family could face a significant tax bill when assets are transferred.

The goal isn't just to build wealth.

It's to structure it so more of what you built can stay with the people you intended to leave it to.

Your legacy deserves a plan.

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08/28/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

08/27/2026

What happens when your portfolio stops being able to support your lifestyle?

Retirement isn't just about building a big portfolio, it's about creating income you can rely on for the rest of your life.

There are strategies designed to create guaranteed lifetime income, while still allowing you to participate in market growth.

The real question is: Would you rather hope your money lasts or build a plan designed to make it last?

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08/26/2026

People call annuities expensive. Running out of money in your 80s? That's expensive. 😳

The #1 question clients ask me whether they have $100K or $2M is: "Will I run out of money?"

An annuity is like a private pension. Yes, it might cost 1-1.5%. But it guarantees you'll never run out.

Follow for more strategies to protect your future.