There were many celebrations for our team in 2018. Tami and Mike celebrated the weddings of two sons and a successful open heart surgery for Mike. Traci married her beau, Sam. Brittany earned her CERTIFIED FINANCIAL PLANNER™designation. We all celebrated the firm’s 35th anniversary. And the list goes on. Before fully settling into 2019, here’s…
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. Following similar logic, it shouldn’t come as a surprise when the stock market occasionally experiences an unexpected storm and declines in value. Instead…
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 selections related to insurance plans, it’s also time to consider your contributions to your 401K or other retirement savings accounts for the…
A special shout out to our friends at Careers Industries for the beautiful work on our 2018 holiday cards!
Be sure you’re taking advantage of some tax-planning tips from Justus Morgan.
Here’s a great perspective on the recent market volatility courtesy of our friends at Dimensional Fund Advisors.
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.