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
Mike Haubrich shares his personal reflections of the last four decades serving the financial planning needs of the Racine area communities.
In 2022 savings account interest rates have increased to the point where they are paying significantly more than checking accounts.
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.
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.
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 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…
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.
Don’t miss Justin’s picks for October for what to watch, listen to and read!
Justin Moilanen earns CFP® professional credential – the gold standard in the financial planning industry
Justin Moilanen has completed the rigorous credentialing standards to earn his CERTIFIED FINANCIAL PLANNER™ designation from the CFP Board.