The Journal Times

When youre overrun with papers, know what to retain and for how long.

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. [...]

It’s benefit election season! And this is the time of year when you can consider a gift to yourself that you will celebrate years into the future. While many employees concentrate on making [...]

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

A Special Needs Trust provides added peace-of-mind in helping ensure the financial well-being of your loved one with a disability.

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

When trying to determine the best residential options for an elder loved one, there are many choices. Exploring the differences is important both from a financial and a lifestyle perspective.

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.

Recognizing and addressing signs of financial incapacity can help protect your elder loved ones from the potential of financial abuse.

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 [...]