Ehler Financial Group

08/31/2026

It's been a busy summer here at Ehler Financial Group! We recently had the opportunity to celebrate a very special milestone, the retirement of our founder. It was a wonderful evening spent honoring the years of hard work, leadership, and dedication that helped make Ehler Financial Group what it is today.

Thank you to everyone who was able to join us and help celebrate John and this next chapter! Congratulations on a well-deserved retirement! 🎉

06/25/2026

Earlier this week we celebrated Aaron's birthday. Happy birthday Aaron!

05/14/2026

There's a lot to consider before you roll funds over from an employer-sponsored retirement plan.

05/01/2026

U.S. households with assets totaling $1 million to $2 million have much of their wealth locked up in retirement accounts and primary residences.

04/21/2026

Aging is a journey, and it may help to consider the perspective of those who are further along the path.

04/14/2026

Confirming and updating your beneficiary designations can help prevent unintended outcomes for your estate.

03/17/2026

Unlike retirement accounts, there are no federal contribution limits for variable annuities. Better yet, the investment gains won't be taxed until they are withdrawn.

03/05/2026

Prepare your portfolio — and your mindframe — for the ups and downs of the stock market.

02/26/2026

You have until your tax filing deadline to make an IRA contribution for 2025

01/15/2026

2026 Key Numbers- Tax reference numbers at a glance.

Tax reference numbers at a glance.