Newsletter - To Your Wealth

Identity theft incidents on the rise

By Michael Haubrich, CFP®November 14, 2022

With an incident occurring every 22 seconds, 33% of Americans have faced some form of identity theft at some point in their lives.

SAFE Haven of Racine receives 2022 Client Appreciation Donation

By Tami Witt October 18, 2022

SAFE Haven of Racine receives 2022 Client Appreciation Donation Charitable donations made on behalf of our clients has become a popular and widely appreciated practice. Given that COVID precautions led us to cancel our annual large-scale, in-person client appreciation events for the past few years, we donated sizeable funds to charitable organizations in lieu of…

October 2022 update on market conditions

By Tami Witt October 18, 2022

Earlier in October we sent a communication to our clients describing some of the current conditions that are having an impact on the financial markets.

Savings account interest rates on the rise

By Justus Morgan, CFP®September 13, 2022

In 2022 savings account interest rates have increased to the point where they are paying significantly more than checking accounts.

Celebrating financial independence

By Justus Morgan, CFP®July 21, 2022

As we celebrated our country’s independence this month, thinking about our own personal financial independence is worth pondering too.

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