Matt Lenhardt - Insignia Financial

10/13/2021

I'm happy to announce that I have received my Certified Plan Fiduciary Advisor credential through the National Association of Plan Advisors. I am excited to continue improving participant outcomes and helping plan sponsors manage their fiduciary obligations. Let us know if you need to implement a group retirement plan, or if you have any questions or concerns about your current plan!

07/14/2021

As a group retirement plan fiduciary, one of your most important responsibilities will be choosing the best service providers for your plan. The way to choose is by conducting a request for proposals (RFP).

By Matt Lenhardt, Financial Planner The IRS and the Department of Labor (DOL) require that plan fiduciaries always act prudently and in the best interest of plan participants and their beneficiaries. The DOL assumes that plan sponsors will have a documented process for implementing and continuously

02/22/2021

We are still scheduling meetings in-person and virtually. Book a time to meet with us

Welcome to my scheduling page. Please follow the instructions to add an event to my calendar.

09/23/2020

The 2020 Presidential election is only a few weeks away. No matter what you want to happen in Novemeber, as investors, we want to know how the stock market and our own personal finances will be affected.

08/20/2020

Many investors have heard of the concept of Roth IRA conversions, but they may not know how it can help their situation.

In this video, I briefly explain the concept of Roth IRA conversions.

If you want more information on this topic, I scheduled a Zoom meeting for September 8th at 3pm to discuss Roth conversions in more detail.

In the webinar I will answer these questions:

- How can a Roth IRA decrease my future tax liability?

- How can a Roth IRA increase my future cash flows?

- How can one dollar of distribution from my traditional IRA create more than one taxable dollar of income?

- When should I consider a Roth conversion?

If you would like to be invited to the webinar please send me and email or comment on this video and I will make sure to get you invited.

07/23/2020

I try to explain the difference between a Traditional IRA and a Roth IRA in this video.

06/25/2020

Retirees need to decide what they will do with their 401(k) accounts.

Here are a few factors to consider before you make that decision.

06/08/2020

The average person turning 65 today has almost a 70% chance of needing some kind of long term care services or support at some point during their lives.

How are you preparing for that financial risk?

A good financial plan accounts for uncertainty.

06/05/2020

In this video I explain an easy way to estimate how your assets will grow.

06/01/2020

One of the main questions we get is "Do I have enough to retire?"

Here is a trick that will let you know if you are on the right track.

05/27/2020

Did you know the market has declined more than 13% on average at least once during the year for the last 40 years?

The market only finished with a negative return in 10 out of those 40 years.

Schedule a meeting with us to talk about your financial plans.