Wouldn’t it be great if you could consistently outperform the stock market to increase the return on your investments?
Continue readingPlanned giving tax update 2020
Download a one-page handout with an overview of important tax law changes & Justus’s three favorite charitable gift strategies you can use yet this year.
Continue readingHanging on to stuff can cost you more than money
Using valuable square footage in your home or garage to store and extra 20 years’ worth of stuff carries a cost.
Continue readingCareer Asset Management question: What can I contribute?
Benchmarking your career asset does not only apply to your compensation. Being able to answer “what do I contribute” helps identify your value.
Continue readingSustaining your Career Asset amid Social Distancing
Just because you are unable to network or learn in face-to-face settings, that should not deter you from investing in your career asset.
Continue readingCOVID-19: How we’re keeping you (and us) safe
Here are the steps we’re taking as we plan to reopen our office on July 6 for deliveries and paperwork pick-up/drop-offs. Meetings will continue to be held virtually (phone or video) until further notice.
Continue readingCrops will grow back so don’t sell the farm
Enjoy Mike’s column from the Racine Journal Times in which he discusses how your financial planner should plan for market jolts like we’ve experienced lately.
Continue readingRenting versus buying your home
Renting could be a viable option to buying your home. Be sure to weigh it carefully!
Continue readingHelping build secure futures for local teens
Vince Tortorici volunteers teaching Money Sense to teens at Park High School.
Continue readingCollecting Social Security in special cases
The most common Social Security benefit is for retirees, but there are other circumstances under which you can collect benefits.
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