Resources

As you approach retirement, one of the critical decisions you’ll face is determining the best time to start taking Social Security benefits. Certified Financial Planner Wayne Masklyk from Great Lakes Benefits and Wealth Management offers valuable advice for those nearing retirement or already planning for it. Why Timing Matters The timing of when you claim […]

As the year draws to a close, it’s a great time to focus on your financial health and ensure that you’re set up for success in the year ahead. The holiday season, while busy and filled with family gatherings, also provides a unique opportunity to review important financial matters, especially with loved ones. Whether it’s […]

Deciding when to retire is a pivotal moment in anyone’s life, filled with anticipation, planning, and a fair share of questions. As a Certified Financial Planner Professional™, I’ve guided many clients through this significant transition, and here’s what I’ve learned: the right time to retire truly “depends.” It’s a decision influenced by a myriad of […]

We’ve been through some turbulent times recently. From the COVID-19 pandemic, which disrupted lives and markets, to the stock market highs of December 2021, followed by a sharp downturn. Add in election uncertainties, inflationary pressures in essential areas of life, aggressive interest rate hikes by the Federal Reserve, and ongoing geopolitical turmoil — it’s been […]

Social Security may seem straightforward at first glance: claim it, receive checks for life, and enjoy occasional cost-of-living increases. However, the decision-making process before electing your benefits is anything but simple. It involves a myriad of factors that, if not carefully considered, could lead to less-than-optimal outcomes. Let’s dive deeper into what you need to […]

In recent years, inflation has been a hot topic in the financial world. Whether it was during casual conversations or on major media platforms, you couldn’t escape the discussion. Concerns around rising prices and increasing interest rates were widespread, with many feeling uncertain or even afraid of how these changes would affect their financial situation. […]

Navigating the complexities of financial planning can often seem daunting, especially when trying to balance day-to-day expenses with long-term aspirations. However, the essence of effective financial planning extends beyond mere numbers; it’s about aligning your financial strategy with what matters most to you and your family. This month, we delve into the importance of working […]

In today’s economic environment, we all share a common concern: the rising cost of nearly everything. From mortgage rates to medical expenses, deciding where and when to spend your money can feel overwhelming. But how do you determine what’s worth the extra investment, and where can you afford to cut back? This is a conversation […]

September marks the Life Insurance Awareness Month. While it might not be the most exhilarating topic, it’s essential to understand the nuances of life insurance. If you currently hold a life insurance policy, the Annual Statement is your best friend. It provides insights into the type of insurance you have, whether it’s term, level-term, decreasing-term, […]

Hello and welcome. My name is Andrew Brewer, and I’m excited to share some insights on investments with you. Some of you may know me, but for those I haven’t had the pleasure of meeting, let me introduce myself. I’m part of the Great Lakes Benefits family, working behind the scenes with Kristin and our […]