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FINANCIALLY FOCUSED

January 2022 Newsletter

 

 

Advisors Travis Krueger and Mark Kontz started the year off attending the Gradient Summit Event. The event is an invitation only event for some of the top advisors across the country. It’s a great opportunity to gain insightful industry information and also network with top tier advisors. 



See below the chart showing the new allowable contribution limits for 2022.

 

 



Following the Inflation Debate

During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008.¹ The annual increase in the Consumer Price Index for All Urban Consumers (CPI-U) — often called headline inflation — was due in part to the “base effect.”

 

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Oreo Personalities¹
The way you eat Oreos says something about your personality. Kraft Foods once surveyed hundreds of Oreo eaters and sussed it out: Biters are easy-going and self-confident, while dunkers display more energetic and adventurous qualities. Twisters, on the other hand, are sensitive and trendy.
 

 

Preparing Your Finances For 2022

December is the perfect time to identify some financial new year’s resolutions for the year 2022 that, while simple, may have a profound effect on your financial strategy and your ability to properly prepare yourself to enjoy your preferred retirement lifestyle.


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Chicken and Wild Rice Soup

Not only will you enjoy the velvety creamy goodness of this soup but also the textural contrast and it’s unique flavor. It’s one of those recipes you’ll crave.


Get Cooking!

 

We’re thrilled to appear in these National Publications
Please click the icons to view our article.


 

 

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Investment advisory services offered through Alternative Investment Advisors, LLC, an SEC Registered Investment Advisor. Alternative Investment Advisors, LLC and its advisors do not render tax, legal or accounting advice. Fixed insurance products and services are offered through Swenson Wealth Management.

Swenson Wealth Management and their individually licensed and appointed insurance agents, and Alternative Investment Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.
 

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