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.
Career 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.
Sustaining 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.
COVID-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.
Crops 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.