OUR THOUGHTS | goinvisor

Aug 12, 20221 min read

How to be Tax-Efficient When Taking Income In Retirement

Are you in retirement or wanting to retire soon? If so, this video is for you. In this video, we talk about how to be tax-efficient when...

Aug 10, 20221 min read

Scheduled Tax Rate Changes are Coming in 2026... Are You Being Proactive in Your Planning?

Did you know tax rates are scheduled to increase in 2026? That's right, in 2026 the income tax provision in the Tax Cuts and Jobs Act...

Aug 5, 20221 min read

Long-term Tax Planning with Invisor

Being a financial planner is about much more than just investments. Often times our conversations revolve around taxes, estate, social...

Aug 5, 20223 min read

Why the Stock Market Goes Up

It sure doesn’t feel like it in 2022, but the stock market in the United States generally goes up. On any given day, it’s virtually a...

Aug 5, 20223 min read

Stock and Land Investments

We are fortunate to live in an agricultural community. I truly think a connection to the land and an appreciation for how crops are...

Jul 20, 20223 min read

Keeping Perspective - Quarter 2 Market Update

Most of us know that the stock market will go through down periods. You may even recall events such as the dot-com bubble or The Great...

Jul 14, 20223 min read

Trust Me, Trust is the Key

I pity investors. Especially those looking to start a new relationship with someone to advise them on their wealth. That’s tough. Any...

Jul 7, 20223 min read

How to Handle an Old 401(k)

If you are like many Americans, you probably have money parked in an old 401(k) plan. Perhaps you changed jobs and your 401(k) was left...

Jun 30, 20223 min read

Creating and Destroying Wealth

A capitalist system is a peculiar thing. No other economic system invented to date produces opportunities for creating as much wealth in...

Jun 23, 20223 min read

The Market Dropped – What to Do Now?

If you haven’t heard, the market is down. And when I say “market,” you can almost take your pick: stock market, bond market,...

Jun 16, 20223 min read

Breaking a Promise

In 1997, the U.S. Congress passed legislation that gave birth to a whole new kind of retirement account. They called it a Roth account....

Jun 9, 20223 min read

Investment Declines Hurt

Opening investment statements – or checking values online – is tremendously gratifying when markets are rising. When markets swing in the...

Jun 7, 20224 min read

57% of Americans Paid No Federal Income Taxes – How?

In 2021, the percentage of Americans who paid no federal income tax increased to 57% in comparison to 44% pre-pandemic. Covid relief...

May 27, 20223 min read

A 9.6% Guaranteed Return

What if I said I could offer you an investment with a guaranteed return of 9.6%? There’s no chance of loss. Would you be interested?...

May 20, 20223 min read

How Maximizing Your Health Savings Account Could Save You Thousands In Retirement

If you have a high deductible health insurance plan, there is a valuable tool that can save you tens of thousands in retirement. You may...

May 12, 20223 min read

Disability Insurance: What it is & What You Should Know

Chances are that at some point in your life you or someone you know have had an accident that impacts their ability to work. Whether you...

May 6, 20221 min read

Worried About Double Taxation on Your Roth IRA?

Are you concerned the government may go back on its’ word and tax your Roth IRA? Watch this video to hear what Justin Lueger has to say...

May 2, 20221 min read

How the Secure Act 2.0 Can Affect the Majority of Retirement Savers

Do you have a workplace retirement plan? Do you have student loans? Give this video a watch and learn how the Secure Act 2.0 might affect...

Apr 22, 20223 min read

Are Big Changes Coming for Retirees? - Article

Recently the U.S. House of Representatives passed the Secure Act 2.0. The bill possessed wide bipartisan support by proposing some very...

Apr 22, 20221 min read

Are Big Changes Coming for Retirees? - Video

The U.S. House of Representatives recently passed a bill that could affect many retirees and investors 50 and older. "The original Secure...