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.
SECURE 2.0 act facilitates increased saving and investing
New rules under the SECURE 2.0 Act passed by Congress in December 2022, makes it easier to save for your retirement.
Boost your 401K contribution
Contribution limits for your 401k/403b have increased for 2023. Take advantage of boosting your retirement savings.
Guest Blog: Social Security benefits are increasing. How will it affect your taxes?
Social Security benefit changes may have an impact on the taxes you pay.
Consider adding Series I savings bonds to your portfolio
Series I savings bonds are offering 7.12 percent interest rate through April, 2022. Consider adding this asset to your portfolio.
Five money moves to make in 2022
Five money moves to make in 2022 Working out more, prioritizing self-care, and spending less time on your devices are all great resolutions for 2022. And while we’re at it, dry January and Veganuary are great ways to get a little healthier quickly. But while these require commitment every day, money goals can often be…