Model Wealth, Inc.

05/25/2026

This Memorial Day, we honor and remember the brave men and women who gave their lives in service to our country.

Their sacrifice secured freedoms we often take for granted, and we are deeply grateful for their courage and service. 🇺🇸

Wishing everyone a meaningful and reflective Memorial Day weekend.

05/12/2026

Adds Randy Bruns. A CFP® at Model Wealth, Stocks are the single best long-term hedge against inflation,” noting, however, that “they can be painfully volatile over short periods of time.”

Consumer prices are up this month, according to the latest consumer price index released Tuesday.

04/29/2026

"We prioritize Social Security, pensions and annuitized income to cover essential expenses, creating a dependable 'paycheck' that requires fewer ongoing decisions," said Randy Bruns. "That protected income can be a powerful safeguard. In cases of cognitive decline, guaranteed income streams help ensure bills get paid regardless of market conditions or decision-making ability."

Experts say being proactive before problems arise can help ensure retirement security.

04/26/2026

"We prioritize Social Security, pensions and annuitized income to cover essential expenses, creating a dependable 'paycheck' that requires fewer ongoing decisions," said Randy Bruns. "That protected income can be a powerful safeguard. In cases of cognitive decline, guaranteed income streams help ensure bills get paid regardless of market conditions or decision-making ability."

04/08/2026

We’re excited to officially welcome Chad Nolte to the Model Wealth team! 🎉

Chad brings a Master’s degree in Accounting, is an Enrolled Agent, and has built an impressive career in corporate accounting. Now, as a career changer, he’s bringing that deep technical expertise into financial planning—where he’s a natural fit. He’s also currently working toward his CERTIFIED FINANCIAL PLANNER™ designation, further strengthening the value he’ll bring to our clients.

Beyond the credentials, Chad’s passion for personal finance and helping others build better financial lives truly stood out to us .

We’re incredibly excited to have him on our team and can’t wait for our clients to get to know him.

Welcome to Model Wealth, Chad! 👏

04/06/2026

Markets when they’re going up: “I am a genius.” 📈
Markets when they’re going down: “Should I sell everything and move to cash under my mattress?” 😅

In our latest Model Wealth Podcast episode, Anna Thornburg sits down with Alex Offerman, Donovan Sanchez, and Randy Bruns to discuss a simple truth: volatility is the price of admission.

Translation: the rollercoaster isn’t broken… that’s the ride. 🎢

We can’t control the market, but we can control our behavior (and maybe resist checking our accounts 17 times a day). 👀

🎧 Give it a listen and stay the course. Your future self will thank you.

The Model Wealth Podcast · Episode

03/13/2026

Spousal IRAs are “one of the most overlooked tax breaks in the retirement system,” said Certified Financial Planner Randy Bruns, founder of advisory firm Model Wealth in Wheaton, Illinois.

“As long as the working spouse has sufficient earned income, both spouses can make IRA contributions,” he said. “This effectively doubles the household’s opportunity to save in tax-advantaged accounts.”

Spousal IRAs allow married couples to boost retirement savings. Here's who qualifies for the strategy.

02/23/2026

🎙️ New Quarterly Insights Episode just dropped!
(Well… a month ago and we’re very late in sharing it.)

Start the year informed and intentional, featuring...

🙋🏼‍♀️ Anna as host
💼 Tax updates with Alex
☂️ Insurance & estate planning from Randy
🤗 Money + happiness insights from Donovan

Click the link below to tune in! 🎧👇
https://open.spotify.com/episode/7rysqUwKoRMohdmKuPwy0J?si=KbPA9RNeQBaF5SvMmEi0XA

Quarterly Insights Podcast · Episode

01/28/2026

Big shout-out to Randy Bruns for being featured in a recent CNBC story on why filing your tax return early matters this tax season 🧾⏰. Randy shared practical, easy-to-understand insights to help taxpayers reduce stress and plan smarter. 💡

💼📊

For taxpayers expecting a refund that averages about $3,000, filing early can mean getting that money back sooner.

01/19/2026

Today, we honor the legacy of Martin Luther King Jr., whose message of compassion, integrity, and respect for others remains timeless. 🤜🏻🤛🏿 His reminder that progress starts with everyday actions—how we treat people, show up for our communities, and live our values—feels just as relevant today. ❤️