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Monday, February 11, 2019

Eight Steps to Start Living Your Ideal Financial Life in 2019! January is the time of year we declare year-long goals and put our ambition to the test. More than one-third of Americans make a Financial Resolution with the top three...

 

Tuesday, January 15, 2019

Wisconsin 529 College Savings Plan Tax Updates: Wisconsin residents can still reduce their 2018 state-taxable income, dollar-for-dollar, up to $3,200 per beneficiary by contributing to a Wisconsin 529 College Savings Plan. You do not...

 

Thursday, December 14, 2017

I am often asked to describe my ideal client. Two demographics that I truly enjoy working with are mid-career professional women and couples. What I like about this stage of life are the multitude of financial priorities these...

 

Tuesday, October 10, 2017

It is almost impossible not be proud of the many accomplishments of our children – honor roll, athletics, acts of kindness. This pride continues when young adult children approach their college years and report impressive ACT/SAT...

 

Thursday, July 27, 2017

What is Financial Wellness? Financial Wellness parallels other areas of wellness such as emotional or physical. Before attempting to commit to our own health, we often begin with a “Reason Why”? This reason may have a deep...

 

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Friday, March 3, 2017

Whether it’s sports, music or politics, life holds any number of “great debates” that never seem to reach a conclusion. In investments, that great debate asks the question, “Active or Passive Investing: Which Is...

 

Thursday, April 28, 2016

Investing and saving recommendations are typically based on economic and financial calculations, research and theories. However, despite what a time value of money calculation may tell you, I've found that the best savings plan for...