Jeff Stupar

About Jeff Stupar

Jeff Stupar is an Advisor and Planner in the financial service industry who has a passion for helping clients make sound financial decisions in retirement planning and tax efficiency. Jeff is primarily focused on Safe Money retirement strategies, exploring ways to protect retirement savings from markets. This includes proven strategies to plan for secure lifelong income, potentially increase income in spite of uncertain health, and look at ways to potentially lower taxes. Websites: stuparfinancial.com | stuparfinancial.retirevillage.com

Office: (414) 305-4675 | Cell: (262) 522-7300 | Stupar Financial

Is Your Advisor Making The COVID 19 Pandemic Easier On You

I'll be the first to admit that the retirement and income industry is somewhat behind the digital curve. After all, it wasn't that long ago when insurance companies INSISTED on having paper copies of everything (often in triplicate!) along with signatures in black ink. Many companies viewed email and PDFs with more than a little [...]

By |2020-07-28T18:54:34+00:00July 25th, 2020|Retirement Planning|

DO ETFs Signal The Demise Of The Mutual Fund

The first American mutual fund started in 1928, now there are 9,599 active mutual funds holding $21 Trillion Opened to investors in 1928 and widely regarded as the first modern mutual fund, the Massachusetts Investors’ Trust is the progenitor of the well-known MFS Investment Management mutual fund firm. Later that same year, the Wellington Fund [...]

By |2020-04-13T20:23:13+00:00January 7th, 2020|Investing|

These Annuities Can Give You A Little Extra TLC

Planning for annual expenses is only part of what it takes to create a more prosperous and happy post-career life. It's also crucial to consider the costs associated with age-related loss of independence. Chronic illnesses, accidents, and injuries can happen throughout a person's lifetime. These occurrences are especially impactful in the later years and often [...]

By |2020-04-15T21:15:33+00:00October 18th, 2019|Retirement Planning|