JB

John Bergquist

President and financial advisor at Elysium Financial
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  • Retirees' Guide to I-Bonds Investment
    John Bergquist of Elysium Financial highlights I-Bonds for retirees: inflation-proof, tax-advantaged, and secure. Recommends laddering for liquidity, direct purchase via TreasuryDirect.gov, and portfolio diversification. Notes $10,000 annual limit and early redemption penalties.
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  • There aren't many tricks to increase your Social Security disability checks. Ultimately it's a calculation based on your earnings.

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