Kulig Financial Featured in DPL Financial Podcast

We were pleased to be featured in a podcast with DPL Financial, one of our insurance partners, on using commission-free annuities in your financial plan. For a listen, please head to If you have an annuity that needs a review for fit with your financial plan, or… Read More »Kulig Financial Featured in DPL Financial Podcast

Covid A Year Later and Avoiding Seven Retirement Traps

Market Review This time last year, the World Health Organization recently had declared that the spread of Covid-19 constituted a worldwide pandemic [—11-march-2020]. Stringent measures in the U.S. were being taken to slow the spread of Covid and “flatten the curve.” The lockdowns and shelter-in-place orders dealt a… Read More »Covid A Year Later and Avoiding Seven Retirement Traps

Avoiding Scammers

When was the last time you received a phone call or email from a scammer? It you were contacted recently, you aren’t alone. Internet scams show no signs of letting up. In fact, the problem may be getting worse. In its most recent report from the [[ Internet… Read More »Avoiding Scammers

SECURE Act Passes in Congress

2019 saw the passage of the SECURE  (Setting Every Community Up for Retirement Enhancement) Act at the eleventh hour.  We wrote late last year about some key provisions to the act that have potential to impact your retirement accounts, depending on your finances (please see This post… Read More »SECURE Act Passes in Congress