July - 2017

Segelke Financial Group

Should Millennials Be Your Money Models?

Gen Y is doing some things right when it comes to saving & investing. Financially, Generation Y is often criticized for being risk averse & unaware.Is this truth, or is it fiction? In some instances, pure fiction. Here are some good financial habits common to millennials – habits their parents and grandparents might do well to emulate. Millennials are good savers. Last year, Bankrate found that about 60% of American adults younger than 30 were saving 5% or more of their paych

Getting (Mentally) Ready to Retire

Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down their savings too fast. How can new retirees try to calm these worries? Two factors may help: a gradual retirement transition and some guidance from a financial professional. An abrupt break from the workplace may be unsettling. As a h

Which Financial Documents Should You Keep On File?

… and for how long? You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial “filing system,” you may have a tough time keeping tabs on your financial life. Organization will help you, your advisors... and even, your heirs. If you’ve got a meeting scheduled with an accountant, financial consultant, mortgage lender, or ins

Has Your Identity Been Stolen?

Keep an eye out for these signs. As NBC News notes, identity theft hit 15.4 million Americans last year. Perhaps it hit you. You know you have been victimized when you get that courtesy call or email from a bank or credit card issuer, but is there a way you can tell prior to that moment?1 There are definite warning signs of cybercrime. Watching out for them just might save you money and headaches. If you notice any of the following conditions, pay attention. Odd little charge

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