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How are different accounts taxed when you die (and how do you maximize what’s left)?

September 12, 2017 4:13 pm

In developing a financial plan, the tax treatment of various accounts and investments is critical, not only during the income... View Article


Don’t Leave Your Kids or Grandkids Any Money!

August 29, 2017 5:15 pm

Too many retirees don’t enjoy their retirement because they don’t know how to tap into their assets in a way... View Article


5-Minute Market Update | August 28, 2017

August 29, 2017 5:13 pm

I am happy to present this week’s market commentary from FormulaFolio Investments. The goal is to give our clients and... View Article


5-Minute Market Update | July 24, 2017

July 25, 2017 8:54 pm

I am happy to present this week’s market commentary from FormulaFolio Investments. The goal is to give our clients and... View Article


5-Minute Market Update | May 2, 2017

May 2, 2017 1:09 pm

I am happy to present this week’s market commentary from FormulaFolio Investments. The goal is to give our clients and... View Article


5-Minute Market Update | April 3, 2017

April 6, 2017 6:18 pm

I am happy to present this week’s market commentary from FormulaFolio Investments. The goal is to give our clients and... View Article


5-Minute Market Update | March 27, 2017

March 29, 2017 4:44 pm

5-Minute Market Update | March 27, 2017 Posted March 28, 2017   I am happy to present this week’s market... View Article


Federal Reserve Chair Janet Yellen Gives Speech About US Economy

August 30, 2016 6:53 pm

The S&P 500 ended negative after a volatile week of trading, keeping prices within the narrow trading range experienced over... View Article


A Message to Our Generation

May 27, 2016 10:49 pm

Every Memorial Day, we reflect on the heroism, bravery, and sacrifice shown by the men and women who gave their... View Article


5-Minute Market Update March 15, 2016

March 16, 2016 5:39 pm

I am happy to present this week’s market commentary from FormulaFolio Investments.  The goal is to give our clients and... View Article


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Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Bentley Financial and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Bentley Financial and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.

There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/ or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages.

WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.
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