Gerald Arnholt

Gerald Arnholt

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. 17572791-11/19

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Choosing a Mortgage

A home is the single largest financial commitment for most people. What mortgage fits you best?

library-messages.com Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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What is the Value of Your Business?

Valuation is important for business succession, estate taxes and
even qualifying for a loan.

library-messages.com Ascertaining the value of your business is important for a variety of reasons.

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What to Look for in a Long-Term Care Policy

Long-term-care insurance is one of the most complex types of insurance you may consider. Learn more.

library-messages.com Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

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Ben Chera posted on LinkedIn

https://www.linkedin.com/posts/ben-chera-113842a_how-the-4-types-of-clients-reacted-in-2008-activity-6648242772165963776-g-R3

linkedin.com How the 4 Types of Clients Reacted During & After the 2008 Financial Crisis. #Growth #Protection #Perspective...

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An Overview of Renter’s Insurance

Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance

library-messages.com Don’t overlook the need for renter’s insurance if you rent your home.

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U.S. Personal Savings Rate

The savings rate is the government’s estimate of how much U.S. households are saving.

library-messages.com What can be learned from the savings rate?

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Social Security: The $64,000 Question

When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire

library-messages.com One of the most common questions people ask about Social Security is when they should start taking benefits.

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Revising Estate Strategy Assumptions

When the rules of the game change, tactics should follow in response to the new landscape.

library-messages.com Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

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The Other Sure Thing

“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance

library-messages.com Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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18 Years’ Worth of Days

The average #retirement lasts for 18 years. Are you prepared to fill that many days?

library-messages.com The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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Insurance Needs Assessment: Married With Children

Do you know what your #insurance needs are, when you’re married, with children?

library-messages.com When you’re married and have children, insurance needs will be different.

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Suddenly Single: 3 Steps to Take Now

Three steps may make a difference if you find yourself suddenly single.

library-messages.com Have you found yourself suddenly single? Here are 3 steps to take right now.

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Understanding the Basics of Medigap Policies

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

library-messages.com Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

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How the Federal Reserve Works

Secrets of the Temple: How the Federal Reserve works. #FederalReserve

library-messages.com Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

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And the Executor Is

Here are a few key factors to consider when naming an executor for your estate.

library-messages.com The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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To Catch a Thief

Protect yourself from identity theft. #IdentityTheft

library-messages.com Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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Tax Deductions You Won't Believe

You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor

library-messages.com Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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A House Divided

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

library-messages.com By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

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What If You Get Audited?

Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit

library-messages.com The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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Six Most Overlooked Tax Deductions

Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.

library-messages.com Six overlooked tax deductions to help manage your tax bill.

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Problems with Probate

Many have heard they should avoid probate; do you understand what probate is and how it works?

library-messages.com Probate can be a completely public process, or it can be managed to include as little information as possible.

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Understanding the Alternate Valuation Date

Attention Estate Executors: Do you know about the Alternate Valuation Date?

library-messages.com Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

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Revising Estate Strategy Assumptions

When the rules of the game change, tactics should follow in response to the new landscape.

library-messages.com Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

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Protection Against Uninsured Drivers

Does your #insurance cover you if you get into an accident with an uninsured driver?

library-messages.com You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

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Consider These 3 Things Before Driving Off the Lot

Take the time to think about these three things when shopping for your next vehicle.

library-messages.com There are a few things to consider when buying or leasing your next vehicle.

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“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams

library-messages.com Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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Why Everyone Needs an Estate Strategy

If you don’t have an #estatestrategy, here’s some reasons why you should.

library-messages.com Do you have an estate strategy? You should.

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Getting a Head Start on College Savings

College, kids and costs.

library-messages.com A few strategies that may help you prepare for the cost of higher education.

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Debt Stress

Is there a link between money worries and stress? Attack the problem at its root. #debt #stress

library-messages.com There’s a link between debt and stress.

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What Do Your Taxes Pay For?

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax

library-messages.com Here's a breakdown of how the federal government spends your tax money.

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Red Flags for Tax Auditors

These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit

library-messages.com Here are six flags that may make your tax return prime for an IRS audit.

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9 Facts About Retirement

Just entering retirement? Here's what you need to know.

library-messages.com Regardless of how you approach retirement, there are some things about it that might surprise you.

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The Power of Compound Interest

Ben Franklin used compound interest to make big contributions to his two favorite cities.

library-messages.com Learn how to harness the power of compound interest for your investments.

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A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

library-messages.com That big list of dreams and goals isn't the only way to look at your bucket list.

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A Primer on Irrevocable Life Insurance Trusts

An ILIT could play a role in your estate strategy.

library-messages.com Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. #taxes #art

library-messages.com The tax rules that govern donating art are complex and confusing. Take a closer look.

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A Living Trust Primer

There are benefits and limitations when using a living trust. #LivingTrust

library-messages.com Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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The Lowdown on Those Free Credit Scores

Ever wonder about those free credit scores you get once a year? #creditscore #credit

library-messages.com What’s the deal with your yearly free credit report?

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Insuring Your Business With a Buy/Sell Agreement

There are ways to protect your business in the event of your death or the death of a partner.

library-messages.com It may help your business be better prepared in the event of the death of a principal or key employee.

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Universal Life Insurance

Find out whether you are insurable before implementing a strategy using life insurance.

library-messages.com Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

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A Penny Saved is Two Pennies Earned

Some simple, inexpensive energy-saving tips that may help you save money.

library-messages.com Here are some simple and inexpensive energy-saving tips that may help you save money.

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Choosing a Mortgage

A home is the single largest financial commitment for most people. What mortgage fits you best?

library-messages.com Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

library-messages.com

A Bucket Plan to Go with Your Bucket List

Consider a bucket plan to go with your bucket list. #RetirementSavings

library-messages.com Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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Understanding Marginal Income Tax Brackets

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

library-messages.com An inside look at how marginal income tax brackets work.

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From Boats to Brokers

The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.

library-messages.com From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Our Story

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am Wisconsin licensed to sell securities products in the State of Wisconsin. Securities and investment advisory services offered through Royal Alliance member. FINRA/SIPC. Royal Alliance is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance. VantagePointe Financial Group's home office (OSJ) is located at 3333 Evergreen NE. Suite 200, Grand Rapids, MI 49525. Phone: (616) 534-9623

Securities and investment advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. Registered Branch Number: 262-784-8400. Please visit our website for additional disclosures.

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13400 Bishops Lane
Brookfield, WI
53005

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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