Education Saving & Investing [Webinar]

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Kevin Theissen, principal and financial advisor at Skygate Financial Group goes over ideas to save and invest for education. The main goal is to get our kids educated. To do this money becomes one of the tools. Please feel free … Read More

To Retire with Confidence, Have A Plan

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By Kevin Theissen, Principal and Financial Advisor at Skygate Financial Group LLC If you want to retire with confidence, you need a good plan. As you near retirement age or better yet, decades before retirement age, it is time to … Read More

Are Your Children Smart Shoppers

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Science Daily reported a meta-analysis of 73 studies nationwide evaluated parenting styles and children’s buying habits. The findings suggest, “children raised by parents who set limits and explain the reason behind these limits are most likely to develop into wise … Read More

Retirement Income – Where is it coming from?

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Here’s a million-dollar question: How will you transform your savings into income that will last throughout your retirement? According to the Social Security Administration, at age 65, a woman can expect to live for 21.6 more years and a man … Read More

Estate Planning 101

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By Kevin Theissen, Principal and Financial Advisor at Skygate Financial Group   As National Estate Planning Awareness Week (October 17 – 23) is upon us, it is a reminder for all of us to make sure our affairs are in … Read More

What does Fiduciary Mean Anyway?

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Written by Kevin Theissen, Principal and Financial Advisor at Skygate Financial Group If you were to stand out on the street and ask a handful of people the meaning of fiduciary and how it relates to financial services – you would … Read More

Have You Lived Up to Your Parents’ Expectations?

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In early August, The Harvard Business Review published an article about an unexpected source of career conflict: parents! Stew Friedman, the article’s author, who is a Wharton professor and founding director of the Wharton Leadership Program wrote: “…business professionals at … Read More

The Dirty Dozen and Fake Charities – the Bad Eggs

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Groups masquerading as charitable organizations to solicit donations from generous-minded individuals are among the twelve cons named in the Internal Revenue Service’s (IRS) ‘Dirty Dozen,’ a list of common scams targeting taxpayers. Americans tend to be a generous bunch. During … Read More

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