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Guidant Wealth
Advisors Newsletter
September 2015

The Secret to Protecting Your Child’s Inheritance

Most clients who are interested in estate planning intend to leave their assets to their spouses and/or children. One thing that a lot of clients don’t think about is how an inheritance may be affected should their children go through a divorce or lawsuit. Continue here...

401(k) Loans: How Much Money Can You Borrow from a Retirement Plan?

Do you know that borrowing from a 401(k) retirement plan is an option for some individuals? Under the right circumstances, account holders may consider taking a 401(k) loan for extra funds...here is how much you can expect to withdraw. Continue here...

Required Minimum Distributions Deadline is December 31

For IRA account owners who are turning 70-½ in 2015, this is the first year you must take Required Minimum Distributions (RMDs). Knowing how much you need to withdraw, and by when, can greatly impact your finances. Continue here...

Frank Patzke Named 2015 Five Star Wealth Manager

This summer, our President Frank T. Patzke received the Five Star Wealth Manager Award...and it’s not the first time Continue here...

Klaudia Gryfik Prepares for Series 7 Exam

Our Financial Professional in Residency, Klaudia Gryfik, is currently preparing for the Series 7 Exam. This FINRA certification qualifies an individual to make trades with different types of general securities, and establishes an individual as a knowledgeable and trusted expert in his or her field.

Frank Patzke Attends 2015 LPL Financial Focus Conference

In July, Frank attended the 2015 Financial Focus Conference hosted by LPL Financial, our affiliate broker/dealer. The conference, held in Boston, brought together hundreds of financial advisors and wealth managers to discuss new ideas and share professional resources for clients. It was also an opportunity for attendees to examine the global economy and its potential impacts on investors, as well as meet some of the industry’s top influencers.

Frank Patzke with Virgin Group founder, Richard Branson

Frank Patzke with 14th Chairman of the Federal Reserve, Ben Bernanke

Tony DiMaso to FPA Conference Boston

Guidant’s Senior Wealth Strategist, Tony DiMaso, will travel to the 2015 FPA (Financial Planning Association) Conference in Boston later this month. This annual conference is the largest gathering of CFP® professionals who are committed to sharing practical ideas as well as innovative approaches to financial strategies, which can then be implemented with clients who are seeking to accomplish certain financial goals and to build wealth.

A Superstar in Our Midst

As financial specialists, we are familiar with the idea of record-setting in terms of money, but when it comes to physical feats we believe this honor goes to Meagan Biddle, the daughter of Accounts Coordinator Irene Biddle.
Meagan, a high school senior who participates on varsity track and cross country, is currently ranked in the top 10 track athletes in Illinois and holds the fifth fastest 3200m time in the state. This past spring, she received her first all-state medal in the 1600m. She has placed all-conference in cross country and track (multiple events), holds multiple records for her high school, and hopes to break the final two records during her senior year. Meagan is currently being recruited by several Division 1 colleges, and she hopes to one day run in the Junior Olympics.
We know Irene and her entire family are proud of Meagan, and the Guidant family is excited to share this news. Talk about a superstar!

Meagan Biddle (2nd from right)

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