Dylan Lueckenotte with the Wallstreet Group

If you are between the ages of 13 and 35 you are considered a millennial (according to The Atlantic ). This is an exciting time for you, because maybe you are just starting out in your career, starting your family, and just beginning your financial journey. It can also be intimidating, because even though retirement feels like it is YEARS away, it won’t be long until you wish you had saved for it. As your financial advisor in Jefferson City , there are a few things you should consider when planning for retirement. Your Student Loan Debt Millennials take a lot of criticism in many different arenas, but the truth is that in the student loan department - you have it hard. Statistics show that the average college graduate owes $33,000 in student loans, which is a huge inflation from the $15,000 that only 45% of college graduates had in 1993. It doesn’t get any easier when more and more millennials are borrowing to pay for college, and the percentage just keeps rising. The biggest p...

A few weeks ago I provided some information about many of our financial services at the Wallstreet Group, but we still have more! Whether you’re an individual looking to make financial goals or a business who wants to know about benefits they can offer their employees, I would be honored if you would allow me to assist you with your financial planning. Here are five more financial services we offer at the Wallstreet Group and how they could aid in your financial planning. Annuities An annuity is a contract between an individual and a life insurance company and is often used in retirement planning as it can provide a stream of income. Guarantees, including optional benefits, are backed by the claims-paying ability of the issuer, and may contain limitations, including surrender charges, which may affect policy values. Depending on the type of annuity, I would like to discuss them with you and see if they would be a good option. These are three types of annuities that we work w...

When compared to many others on the team at the Wallstreet Group, I could still be considered the “new guy”. Yet, I’ve been serving the company for over three years as both a Financial and Group Benefits Intern, and am now a part of the team full time after graduating from the University of Missouri in Columbia spring of 2016. I am continuing my education because I want to provide a better experience for you, so I am proud to announce that I’ve gotten my CFP® (Certified Financial Planner) certification! I am honored to be able to add to my experience with this certification because it will allow me to serve YOU better. Here is a news release that can give you a bit of insight into this certification and how it can benefit you as a customer. Press Release About Dylan Lueckenotte, CFP® Dylan Lueckenotte, CFP®, Financial Advisor at Wallstreet Group in Jefferson City, MO has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINA...