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Kris Jerke

(605) 553-9620

Bursting the Bubble Inflation and Your Portfolio The Real Cost of a Vacation Home Should You Ever Retire?
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Providing Protection and Financial Advice

This is what we do...

We work all our lives to provide for ourselves and family and while doing so hope to save up enough to one day be able to say "I'm retired!"  Along the way, there are risks that need to be accounted for and protected against:  the risk of dying early, becoming disabled, sustaining a loss or damage to our major assets, needing advanced care from a nursing home or seeking care inside the home.  This is what insurance is for.  It provides peace of mind to us as we travel down our path in life.  We are here to help you navigate down your path.  

With over 15 years of experience in the financial services industry, we feel that we can be of great service to you.  Being an independent agency, we have the ability to access several companies for your needs which allows us to offer you great rates on the solutions we find for your particular needs!

Our mission, in accordance with our Christian faith, is to "serve one another, humbly in love" as Galatians 5:13 states.  We look forward to the opportunity to serve you!



Helpful Content

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Asset Allocation

Asset Allocation

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

 

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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