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In the realm of taxation, two terms often surface: income tax and capital gains tax. Both are crucial aspects of an individual’s tax obligations. However, these two terms refer to different types of income taxes, each with [...]
When considering retirement savings options, it is paramount to understand the tax treatment of the various types of retirement accounts upon distributions. Traditional IRAs and Roth IRAs each offer unique features and have different tax implications that [...]
Entering into a marriage is not just a romantic commitment but also a financial partnership. For newlyweds or nearly-weds, planning future finances together can help strengthen the relationship and work toward financial independence. Here’s a guide to [...]
February is recognized as Financial Aid Awareness Month, an excellent opportunity for students and families to learn more about the various types of aid available and how to maximize their benefits. Financial aid, whether in the form [...]
Applying for life insurance often includes a step that may be unfamiliar to many: the life insurance medical exam. This examination is a fundamental part of the underwriting process. One’s health status is crucial to insurers, as [...]
As the calendar turns to a new year, many take the time to reflect on the past year and set goals for the upcoming one. This process often involves creating a list of resolutions aimed at improving [...]
Investing is an essential part of personal finance. However, it does come with a fair share of risks. Everyone has a unique approach to handling such risks. This is where risk tolerance comes into the picture. [...]
Every year, January is recognized as Financial Wellness Awareness Month. This time is dedicated to broadening our knowledge of financial matters, cultivating money-management habits, and being financially ‘well.’ This time aims to encourage everyone to take stock [...]
Safeguarding wealth is a critical component of financial planning. As we approach 2026, it’s vital to understand strategies that may help preserve and grow one’s financial assets effectively. […]
Estate planning is the process of preparing for the distribution and management of your assets during life and upon your death. It is a strategic process designed to ensure that loved ones are financially independent even in [...]
For a complimentary copy of Navigating Medicare and Medigap Insurance, complete the form below.
For a complimentary copy of A Short Introduction to Long-Term Care, complete the form below.
For a complimentary copy of Anchoring Your Retirement – Finding your Future’s Safe Harbor, complete the form below.
For a complimentary copy of Federal Employee’s Guide to Retirement, complete the form below.
For a complimentary copy of How to Exit Your Business and Enter Retirement, complete the form below.
For a complimentary copy of Tips to Help Avoid “Market Panic” Reaction, complete the form below.
To receive a complimentary copy of Stress Free Retriement, complete the form below.
For a complimentary copy of 6 Real Financial Risks You Could Face in Retirement, complete the form below.
For a complimentary copy of Maximizing Social Security: What You Need to Know to Get the Most Out of Your Benefit, complete the form below.
For a complimentary, no-obligation Retirement Review, complete the form below.
Attorney At Law
Bruce is a seasoned attorney with a wealth of experience in the legal field.
Specializing in various aspects of law, Bruce has built a reputation for his dedication to providing comprehensive and strategic legal solutions. Known for his sharp analytical skills and in-depth knowledge of the legal landscape, Bruce has successfully represented clients in a wide range of cases. His commitment to upholding justice and ensuring fair outcomes has earned him the trust and respect of both clients and peers. With a track record of successful legal advocacy, Bruce continues to make a significant impact in the legal community, making him a trusted and reliable ally for those seeking expert legal representation.
Financial Advisor
Joseph brings a strong foundation of financial knowledge, a passion for client service, and a commitment to continuous learning and professional development.
As an advisor, Joseph focuses on building lasting relationships based on trust, integrity, and a client-centered approach. He works closely with clients to understand their unique financial needs and goals, providing personalized advice and strategies to help them make informed decisions about investments, retirement planning, and wealth management. Outside of work Joseph enjoys hunting, playing golf, and spending time outdoors.
Financial Planner
With over 24 years of investment experience, Hary specializes in Financial Planning, Portfolio Evaluation, Planning for Life Events. A foundation built on trust and integrity is the preeminent factor in his relationships with clients. As a fiduciary, Hary communicates and executes a cohesive strategy that allows clients to preserve and grow their wealth while producing a predictable stream of income for retirement. Every situation is different, so he takes the time to find out what each clients’ short term needs and long-term goals are.
Maintaining a strong sense of community and a solid professional foundation are very important to Hary. He has been actively involved in financial industry organizations, and his local church.
Away from work you can find him enjoying time with his wife traveling and spending time with their French bulldog Argos.
CEO I Retirement Planning Specialist
Joe Uppleger serves as the CEO of Safe Future Financial and is the respected host of the radio and television show, Money Talks with Joe Uppleger.
To receive a complimentary copy of Tax-Free Retirement, complete the form below.
