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An Unexpected Storm in the Financial Markets? If a hurricane hit Wisconsin, we would all find it a shocking event. But if the same hurricane struck Florida, it wouldn’t really surprise us. [...]

Be sure you're taking advantage of some tax-planning tips from Justus Morgan.

It’s a good reminder to be vigilant about where the money in your investment accounts is actually held.

Summer is a great time to help your kids learn more about personal finance. Opening a checking account can be a great lesson for them.

The new tax laws and things you can do right now – as published in The Racine Journal Times | May 8, 2018 Now that April is in the rear view mirror, you may think you don’t have to think [...]

Uncertainty in your career due to the possibility of layoff, downsizing or other change can be very unsettling. Here are some ideas for reducing the stress of career uncertainty.

Socially responsible investing (SRI) has been around for decades with more than $8 trillion invested based on this approach. Read more about SRI.

Sometimes we could all benefit from a little extra nudge. Read Justus Morgan's latest column to see how inertia doesn't advance financial well-being.

Determining when to kick a kid off the family dole en route to becoming financially self-sufficient isn't easy. It can start with a conversation about goals.

Don't let a financial setback be as uncomfortable as shoes that are too small. Read how to bounce back.