JD Klopfenstein - Financial Advisor

07/07/2023

Thank you to our local Principal Financial Advisors for their Platinum Sponsorship of Tiffin REC Fest 2023!

JD Klopfenstein - Financial Advisor Alec Sindelar

01/02/2023

We spent NYE celebrating one of my client’s getting married to the woman of his dreams! Happy New Year everyone. Here’s to a great 2023! 🥂🎉

12/22/2022

Happy Holidays everyone! The team and I want to wish you all a Merry Christmas and Happy New Year. Cheers to 2023! 🎁🎄

12/04/2022

Hey everyone! What a year 2022 has been. I wanted to provide a quick update as we head into the final stretch of the year.

First and foremost, we are incredibly grateful for all the families, business owners, retirees, medical professionals, and the rest of our clientele for entrusting us with their financial planning needs.

It has been BUSY to say the least. I’ve personally had over 700 client appointments, and over 25,000 miles traveled to keep our clients taken care of during this turbulent market year. Without you guys we wouldn’t be in business, thank you, truly. It means a lot that all of you support and entrust us with your financial needs and goals.

With that, Alec and I are very excited to have our second office location open up in Tiffin, which is the fastest growing city in Iowa! We are thrilled to offer our services to this up and coming community in the corridor as well as continue to serve our client’s on a national scale.

As we head into the final stretch of 2022 all we can say is thank you. Thank you for your trust in us to take care of your financial goals. We look forward to 2023 and beyond with you all.

Happy Holidays!! 🎄🎁

05/23/2022

Economic predictions in news headlines are not a guarantee. What newsworthy economic pressures such as interest rates may affect your financial goals in the months ahead? The May economic outlook helps you understand the news so you can keep moving forward.

Accepting uncertainty and digging deep for patience may help you navigate the continually changing economy in 2022.

05/22/2022

Could this be the year Congress finally passes SECURE 2.0 and gets important retirement legislation work done? We think so.

There’s certainly been some forward momentum, with the House passing the Securing a Strong Retirement Act (SSRA or “SECURE 2.0”) by a resounding vote of 414 to 5 on March 29, 2022. With the Senate likely proposing their own bills in the coming months, 2022 could indeed be the year we finally see substantive retirement reform passed into law. Lance Schoening, Principal Director of Policy, gets us up-to-date on the latest legislative news—and shares a key area of focus that could benefit you and your clients.

Helpful retirement legislation may be around the corner for businesses and their employees.

05/21/2022

Principal Global Investor’s, Seema Shah, joined CNBC Worldwide Exchange to share her views on how investors can diversify against inflation through real assets. She also discussed the difficult path the Fed must navigate and the potential for a recession. Watch the full clip below.

Seema Shah of Principal Global Investors discusses why it could be a better option for investors to add physical commodities to their portfolios versus companies that work in or track that space, as they may be challenged to command real pricing power.

04/28/2022

02/05/2022

Great experience at our regional conference in Lake Geneva over the last few days. Had the opportunity to share about the growth of my practice with fellow advisors and colleagues. Always a privilege to learn new ideas to bring back to my clients!

12/03/2021

Heads up: Pandemic legislation could affect your 2021 taxes (thanks to child/dependent care credits, wider income tax brackets, and a variety of other deductions/credits). Learn how to prepare—and hopefully save some $$—in our tax webinar replay.

Couldn’t make a live webinar or have a topic you’d like to revisit? Catch up anytime with our library of replays.

11/29/2021

Talking about money as a family is important. And yet it can be quite difficult. Here are some practical tips that can help.

Mixing family and money can be difficult and emotional—but it’s inevitable. Here’s help for beginning (and continuing) family finance talks.