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Retirement

Introducing the 530A Accounts
9 Facts About Retirement
What to Expect in Your First Year of Retirement
Social Security: Maximizing Benefits
Who Is Your Trusted Contact?
First Year of Retirement: What to Expect
Conquering Retirement Challenges for Women
Deciding When to Take Social Security
Women on the Rise
Choosing a Retirement Plan that Fits Your Business

Investment

The Utility of Sector Investing
The Anatomy of an Index
Alternative Investments - Going Mainstream
The Threat of Identity Theft
A Primer on Dividends
A Taxing Story: Capital Gains and Losses
Inflation & Your Money
TIPS for Inflation
How Stocks Work
Mutual Funds vs. ETFs

Estate

Problems with Probate
Four Steps to Valuing an Estate
Intellectual Property and Your Estate
Estate Strategies of the Rich and Famous
How Often Should You Update Your Estate Strategy?
Estate Management Checklist
A Brief History of Estate Taxes
Steps to Protecting a Child with Disabilities
Yours, Mine, and Ours: Estate Strategies for Second Marriages
A Living Trust Primer

Insurance

Keeping Summer Safe: Pool and Spa Safety Tips
Teen Drinking and Your Liability
Making Sense Of A Home Warranty
The Cost of Medical Care
What to Look for in an Extended-Care Policy
Inventorying Your Possessions
When Life Insurance Becomes Taxable
Understanding Extended Care
Assess Life Insurance Needs
The A, B, C, & D of Medicare

Tax

How Income Taxes Work
How to Make the Tax Code Work for You
Five Most Overlooked Tax Deductions
Understanding Marginal Income Tax Brackets
What's My 2026 Tax Bracket?
Tax & Estate Strategies for Married LGBTQ+ Couples
Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
Do You Owe The AMT?
What Is a 1035 Exchange?

Money

The Half Million Dollar Baby
Buying vs. Leasing a Car
How Big is Money?
Making Sense of HSAs and FSAs
What Can You Buy With 529 Distributions?
Personal Finance Calendar
What If Your Kids Decide Against College?
The Big Pause
What Will You Do With Your Bonus or Windfall?
Year-End Charitable Gifting and You

Lifestyle

A Path to Serenity and Smart Money Choices
Prevent a Rift: Money Tips for Newlyweds
Fixed or Variable Mortgage, Which Should You Pick?
Mastering Mobile Lingo
Money Draining Food Myths
Changing Unhealthy Behaviors
The Financial Literacy Crisis
Putting a Price Tag On Your Health
How Boomers and Millennials Differ
Do Your Kids Know The Value of a Silver Spoon?

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Advisory services offered through First Heartland® Consultants, Inc.

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Sikorski Wealth Management Group is not affiliated with First Heartland® Capital, Inc.

This site has been published in the United States for residents of the United States. The entire site has been prepared solely for informational purposes, and nothing contained herein should be construed as an offer to buy or sell, or a solicitation to buy or sell, any security or other investment product or to participate in any particular trading strategy. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action. All views expressed and materials presented are subject to change without notice and are not intended and should not be construed as investment, tax, or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All information is believed to be from reliable sources; however, no representation is made as to its completeness or accuracy. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. *Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchase you should carefully read the prospectus and prospectuses for the underlying investment portfolios of variable products. In addition to carefully reviewing the prospectus, you are advised to consider the investment objectives, risks and charges, and expenses of the investment before investing. A prospectus may be obtained from our office or directly from the mutual fund company, insurance company or offering entity. *Variable annuities are long-term investments designed for retirement purposes. Variable products have limitations, exclusions, charges, termination provisions and terms for keeping them in force. There is no guarantee that any of the variable investment options in this product will meet their stated goals or objectives. The account value is subject to market fluctuations and investment risk so that, when withdrawn, it may be worth more or less than its original value. All product guarantees, including optional benefits, are based on the claims-paying ability and financial strength of the issuing insurance company.

Employees or representatives of Sikorski Wealth Management Group acting as registered representatives of First Heartland® Capital, Inc. and/or First Heartland® Consultants, Inc. may transact business in a particular state only if first registered, excluded or exempted from registration requirements. Dennis Sikorski, David Babulic, and Anthony Sikorski are Registered Representatives of First Heartland® Capital, Inc., and Investment Advisor Representatives of First Heartland® Consultants, Inc., a registered broker/dealer and registered investment adviser based in Lake Saint Louis, Missouri.

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Sikorski Wealth Management Group

Office: (219) 548-7373

Toll-Free: (800) 535-8099

Fax: (219) 548-1999

203 E. Jefferson Street

Valparaiso, IN 46383

dennis@sikorskiwealth.com

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