For many Americans approaching retirement, the focus is often on investment balances, Social Security timing, and creating reliable income streams. And those things are important! But there is a financial retirement risk that can often go underestimated [...]
For many Americans approaching retirement, the focus is often on investment balances, Social Security timing, and creating reliable income streams. And those things are important! But there is a financial retirement risk that can often go underestimated [...]
For many Americans, the American Dream concludes with a paid-off home and a sense of financial independence. However, as retirees enter their golden years, a common financial paradox often emerges: being house-rich and cash-poor. While a primary [...]
For many Americans, the American Dream concludes with a paid-off home and a sense of financial independence. However, as retirees enter their golden years, a common financial paradox often emerges: being house-rich and cash-poor. While a primary [...]
For centuries, the concept of money was inextricably linked to something tangible. Whether it was silver coins in ancient Rome or the British pound sterling, the value of currency was anchored to the physical world. Perhaps the [...]
If you search for retirement advice online, you’ll often find that $1,000,000 seems to be a recurring target number. But is that a goal you should be saving for, or is it outdated advice? Q: Where did [...]
When you think about retirement income, Social Security might be the first thing that comes to mind. But many pre-retirees are realizing that Social Security was never designed to replace a full salary. In fact, it typically [...]
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 [...]
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 [...]
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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.
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