SAFE Haven of Racine receives 2022 Client Appreciation Donation Charitable donations made on behalf of our clients has become a popular and widely appreciated practice. Given that COVID precautions led us to cancel our annual large-scale, in-person client appreciation events for the past few years, we donated sizeable funds to charitable organizations in lieu of…
Scammers constantly come up with ways to access your personal, confidential information. Protect your financial wellbeing.
We believe in taking time to reflect, consider, and identify our plans for how we’ll add value to our clients.
Five money moves to make in 2022 Working out more, prioritizing self-care, and spending less time on your devices are all great resolutions for 2022. And while we’re at it, dry January and Veganuary are great ways to get a little healthier quickly. But while these require commitment every day, money goals can often be…
Repeat session! In this virtual event, you will learn about differences, costs and coverages associated with health insurance before age 65.
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.
Beginning in April Highway 38 (Northwestern Avenue) will undergo roadwork. Access to our office will remain open.
Vince has been volunteering with Milwaukee-area students to help them understand and develop healthy personal finance skills and habits.
Attend our next Virtual Learning Event, hosted by Justin Moilanen.
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.