WR Wealth Planners

We appreciate our team so much here at WR Wealth Planners that we think it's only fair that we show them off to the rest of you. We'll be releasing weekly videos of our advisors in hopes that you can learn more about them. Ben Dierkes will be our spotlight for this week - as a brief background, Ben has been with us for over 8 years and is one of our lead Wealth Advisors. If you’re interested in learning more about Ben or any of our other advisors feel free to check out our team page on our website: https://wrwealth.com/about/your-team/. We cannot wait for you to learn more about your awesome team of advisors! #WhosWho #KnowYourAdvisor #WRWealthPlanners

How familiar are you with ETFs (Exchange Traded Funds) and what they can do for your portfolio? Head over to our blog and wrap your head around the basics of ETFs and how they could replace the mutual funds in your investment arsenal. https://wrwealth.com/what-are-etfs/

Have you heard about Irrevocable Life Insurance Trusts and wondered what they could do for you? Check out our ILIT basics and consider how one might fit into your estate plan.

New Service Alert Did you know that WR Wealth Planners now offers a texting service with all of the members of your advisory team? If you need to schedule an appointment, ask for a statement, or request money, send us a text through our new compliance-approved phone number. Call or email your advisor to opt-in!

Much like the rest of 2020, the end of this year looks different than other years, especially for those who are over 70 1/2. Thanks to the CARES Act and the SECURE Act, your RMDs (required minimum distributions) look different this year! Hang on to your retirement account dollars, and check out our blog for guidelines on how the acts affect you: https://wrwealth.com/how-do-the-secure-act-and-the-cares-a/