Differing approaches to getting organized for 2026
How couples get organized may be different across families, but getting your financial house in order can lead to peace to mind.
ToYourWealth: Living your great life in 2026
Looking to 2026, consider all the aspects of your GREAT LIFE and strive for intentionality, confidence, and clarity in your decisions.
To Your Wealth: Keeping your financial resolutions
New Years resolutions have a low probably of being fulfilled for a variety of reasons. Here are a few tips to help you with your financial resolutions.
The ABC’s of Section 529 College Savings Plans
Discover how 529 plans offer exit strategies for unused funds.
Components of an effective estate plan
The right time to get an estate plan is as soon as you start to accumulate assets. It is always better to plan for the unexpected, rather than wait for a crisis, such as a serious illness, to happen to begin planning
Reflections on 40 years in business
Mike Haubrich shares his personal reflections of the last four decades serving the financial planning needs of the Racine area communities.
Savings account interest rates on the rise
In 2022 savings account interest rates have increased to the point where they are paying significantly more than checking accounts.
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.
October Investment Update
While we can’t predict the next crisis, you can take comfort in the team and systems we have in place to act as needed when it happens.
Nudging people in the right direction
Sometimes we could all benefit from a little extra nudge. Read Justus Morgan’s latest column to see how inertia doesn’t advance financial well-being.