• Honkamp Krueger HK-Logo
  • HK Financial ServicesHKFS-Logo
  • HKFS RetirementHKRS-Logo
  • HK Alliance HKA-Logo

Monthly Archives: June 2016

Sullivan receives Certified Exit Planning Advisor designation

June 13, 2016

Martha Sullivan, CPA, CVA/ABV, CM&AA, CEPA, partner in Honkamp Krueger’s (HK) Waunakee, Wis. branch, has received the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute (EPI). Sullivan completed the Institute’s intensive CEPA four-day, executive-style MBA program at the University of Chicago Booth School of Business, joining an elite group of business advisors


Drawing Social Security based on the four pillars of life

June 10, 2016

By Terry Maiers, CPA Financial Life Planning Services Practice Leader A common trend in Social Security benefits today has individuals waiting as long as possible to start drawing in order to receive a higher return. However, this mindset of playing percentages could be affecting your optimal Social Security experience. Each individual’s needs are important when