Celebrating financial independence
As we celebrated our country’s independence this month, thinking about our own personal financial independence is worth pondering too.
Decreasing your tax bill: Year-end tax planning tips for 2021
This year has seen tax law changes affecting everyone from young families to those already retired. Here are a few tips for decreasing your tax bill.
Justin Moilanen teaching virtual Retirement Planning Today® course in October
Justin Moilanen will be teaching the Retirement Planning Today® curriculum in-person under the banner of UW-Parkside’s mini-course offerings. Read more and register.
Building a team to support your Great Life
Consider the value of having a trusted team to support your career asset, your financial well-being, and all the aspects of your great life.
Increased risk of financial abuse due to COVID isolation
The isolation generated by the COVID quarantines left seniors more vulnerable to scammers and increased potential for financial elder abuse.