Tami Witt, Author at To Your Wealth

Long Term Care Planning Learning Event – September 14

At this repeat learning event, we’ll cover important things you need to think about when it comes to long-term care planning for yourself or your loved ones.

estate plan Long-term care

Health Insurance Before Medicare – October 5 Virtual Learning Event

Repeat session! In this virtual event, you will learn about differences, costs and coverages associated with health insurance before age 65.

health insurance Medicare

Highway 38 to undergo roadwork April to Fall 2021

Beginning in April Highway 38 (Northwestern Avenue) will undergo roadwork. Access to our office will remain open.

Program helps next gen develop financial responsibility

Vince has been volunteering with Milwaukee-area students to help them understand and develop healthy personal finance skills and habits.

financial education financial responsibility volunteering

Understanding your Social Security Benefit – A Virtual Learning Event – June 2

Attend our next Virtual Learning Event, hosted by Justin Moilanen.

benefits retirement plans Social Security

Brief Update on Current Market Volatility

Financial markets react to shocks to the system and we are seeing one now as the coronavirus is triggering a steep stock market selloff around the world.

market decline market volatility

Technologies to support our clients

Our clients are important to us!

We’ve created a tip sheet to help make understanding and accessing the various technologies we employ to provide online access to your investment accounts, connect you with our office, give up real time information on your allocations and enable you to quickly and readily access estate planning documents and other important papers.

Click here to access the one-page tip sheet, Technology Tools