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.
Financial considerations for the college-bound
Financial considerations for the college-bound as seen in The Racine Journal Times | August 3, 2017 If you’re like most families with young adults preparing to launch their college years, you’ve already invested time in selecting the right school, visiting campuses, registering, and picking out housing. By now the final pre-departure festivities have begun and soon it…
Graduating to older life is cause for celebration
Viewing aging as a form of graduating to the next life phase can make it cause for celebration. Read Mike’s column for a cheerful, forward-looking perspective.
Watch.Listen.Read. – October 2016
Don’t miss Justin’s picks for October for what to watch, listen to and read!