Understanding the flurry of recent tax changes
The last 15 months have produced a flurry of tax law changes. Here’s a short summary of a few of the most critical.
Long-term care planning should start with visioning your late-life
Knowing what you want in your late-life years is an important first step to planning your financial well-being for those years.
Reader beware: keep your goals in mind when searching financial information
Keep your goal in mind when sifting through piles of financial reading.
Financial tips for a thriving 2021
Even if the resolutions you made in January have gotten a little stale, it’s never too late to follow a few financial tips for a thriving 2021.
How I invest
Putting his money where his mouth is, Justus explores how he decides his own investment strategies.
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.
Include charitable gifts on your holiday list
It’s never too late to help others especially during these extreme times. For 2020 you can take a tax deduction for donating up to $300 even if you don’t itemize!
The allure of beating the stock market
Wouldn’t it be great if you could consistently outperform the stock market to increase the return on your investments?
Planned 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.
Hanging 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.