Statements
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Client Communication
2022 Required Minimum Distribution (RMD) Changes
2022 12 01 - New RMD Rules regarding sta[...]
Adobe Acrobat document [146.5 KB]
2022 12 01 - New RMD Rules regarding sta[...]
Adobe Acrobat document [146.5 KB]
Written Notice, Senior Financial Exploitation Rule
February 18, 2018, Written Notice, Senio[...]
Adobe Acrobat document [297.4 KB]
February 18, 2018, Written Notice, Senio[...]
Adobe Acrobat document [297.4 KB]
The New Tax Law’s Key Provisions That Directly Affect You
December 27, 2017.pdf
Adobe Acrobat document [526.1 KB]
December 27, 2017.pdf
Adobe Acrobat document [526.1 KB]
Edelman's Collective Thoughts About the Current Landscape
August 25, 2017.pdf
Adobe Acrobat document [332.9 KB]
August 25, 2017.pdf
Adobe Acrobat document [332.9 KB]
Why Short-Term Declines are Nothing to Worry About
March 17, 2016.pdf
Adobe Acrobat document [280.5 KB]
March 17, 2016.pdf
Adobe Acrobat document [280.5 KB]
Social Security Update: How the New Law Affects You
November 10, 2015.pdf
Adobe Acrobat document [233.4 KB]
November 10, 2015.pdf
Adobe Acrobat document [233.4 KB]
August 24, 2015.pdf
Adobe Acrobat document [148.8 KB]
Adobe Acrobat document [148.8 KB]
July 9, 2015.pdf
Adobe Acrobat document [224.2 KB]
Adobe Acrobat document [224.2 KB]
March 23, 2015.pdf
Adobe Acrobat document [142.6 KB]
Adobe Acrobat document [142.6 KB]
2014 Year in Review.pdf
Adobe Acrobat document [187.5 KB]
Adobe Acrobat document [187.5 KB]
November 19, 2014.pdf
Adobe Acrobat document [251.5 KB]
Adobe Acrobat document [251.5 KB]
October 13, 2014.pdf
Adobe Acrobat document [300.5 KB]
Adobe Acrobat document [300.5 KB]
August 5, 2014.pdf
Adobe Acrobat document [112.1 KB]
Adobe Acrobat document [112.1 KB]
2013 Year in Review.pdf
Adobe Acrobat document [152.2 KB]
Adobe Acrobat document [152.2 KB]
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©2008-2023 Weiser Financial Group LLC, Sarasota, Florida provides unsolicited, non-biased education, not a recommendation on any retirement assets. The prohibited transaction rules do not apply. All information is presented as investor education, not investor advice and should be interpreted to be without any sales pitch or bias towards any specific investment products. The objective of Weiser Financial Group LLC’s Website is to deliver meaningful investment education to investors and plan participants in accordance with Department of Labor (DOL) provisions. This website is not a solicitation or offer to buy or sell any product or service, any security, any group of securities or any investment advisory services with regard to securities. The accuracy and completeness of the information is not guaranteed. Weiser Financial Group LLC and Edelman Financial Engines LLC are two unaffiliated advisors registered under the Investment Advisers Act of 1940.