Blog

At KerberRose Wealth Management LLC our team of financial advisors appreciated the insight provided by these timely articles. The articles delve into relevant financial topics, the latest accounting and tax news, and current trends and opportunities.

What’s Happening on Capital Hill?

You’re Invited to a Webinar Washington DC & Legal Update   What’s Happening on Capitol Hill? This webinar will cover where we are currently at with the new fiduciary rule and best interest contract (BIC), what legislation we may see soon, and interesting plan-related litigation developments. This webinar qualifies for…

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Budget, Tax Reform and Trump Tweets 401(k)

Trump Tweets ‘No Change’ to 401(k) Plans Under Forthcoming Tax Proposal President Donald Trump vowed Monday to protect a popular retirement savings program, pledging to leave it untouched in the forthcoming Republican tax overhaul plan. Mr. Trump, in a tweet, shot down an idea circulating in Washington policy circles and…

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2018 Retirement Plan Limits

The Internal Revenue Service announced cost of living adjustments affecting retirement plans and other retirement-related items for tax year 2018 in Notice 2017-64. The contribution limit for employees who participate in 401(k), 403(b), and most 457 plans is increased from $18,000 to $18,500. The catch-up contribution limit for employees age…

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Saving for College

Saving for College

You have big dreams for your children. Maybe they will grow to be an astronaut or a doctor—their potential has no limit. Have you considered how they will get there? Have you started to save for your children’s future education? According to the National Center for Education Statistics (NCES), the…

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Improving Automatic Enrollment

Improving Automatic Enrollment

Our research shows that the vast majority of plan sponsors recognize that automatic enrollment has been effective in improving plan success and simplifying internal plan administration. Could automatic enrollment’s success be improved upon? When automatic enrollment first began gaining popularity, about 20 years ago, its typical design served a number…

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Are You Reducing Your Debt?

Are You Reducing Your Debt?

If debt is a leading contributor to your overall stress, you are not alone. The national mean for household credit card debt is $16,000. The average total household debt, including mortgages, is $132,500.¹ That volume of debt can be a real burden on your wallet, relationships and ability to achieve…

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Do You Have an Emergency Fund?

Do You Have an Emergency Fund?

If you had an unexpected emergency expense of $400, would you be able to pay for it? If your answer is no, you’re not alone. Forty-six percent of Americans said they would have difficulty with an emergency expense of $400.¹ Furthermore, 140 million Americans have little or no savings at…

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Save The Date – 401(k) Management Through the Eyes of Former DOL Investigator and Becoming a Super Fiduciary

Save The Date – 401(k) Management Through the Eyes of Former DOL Investigator and Becoming a Super Fiduciary

Save The Date – 401(k) Management Through the Eyes of Former DOL Investigator and Becoming a Super Fiduciary Thursday, September 28th, 2017 Topics: Top 10 Ways to Become a Super Fiduciary Through the Eyes of a Former DOL Investigator Empower Your Employees with Financial Wellness Space is limted.  Registration Required….

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Contact Us

KerberRose Wealth Management LLC
115 E. 5th Street
Shawano, WI 54166

Phone 800-729-2065
Phone (Alt) 715-526-9400
Fax 715-524-2599


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KerberRose Wealth Management LLC is a registered investment advisory firm and the wealth management subsidiary of KerberRose Holdings LLC. Investment Advisory services offered through Investment Advisor Representatives of KerberRose Wealth Management LLC. We currently have individuals licensed to offer securities in the state of Wisconsin. This is not an offer to sell securities in any other state or jurisdiction.

Certain representatives of KerberRose Wealth Management, LLC are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc., Member FINRA/SIPC 2001 Route 46, Suite 506, Parsippany, NJ 07054 (800) 637-3211. KerberRose Wealth Management, LLC is not owned or operated by Comprehensive Asset Management. Financial Planning and Investment Advisory Services are offered through KerberRose Wealth Management, LLC. Check the background of this firm on FINRA’s BrokerCheck.