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Welcome to our financial blog! Check back regularly for the latest financial news, market updates, Wisconsin community news, and more!

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Top 6 Ways Millennials Will Succeed Financially

It seems the younger generations no matter how hard they try, sometimes get a bad rap. Don’t get me wrong, every generation has its share of faults. However, I’m constantly seeing the media boast that Millennials don’t work hard enough, are taking longer to invest and they prefer life balance over working long hours. Believe it or not, this generation (one of the largest in American history, born 1980-1995) will be graduating soon and will be almost entirely infused into our full-time workforce this year.

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Notes From Elm Grove - June 2018

Wisconsin is among the top 25% of states reporting high incidence of Lyme disease cases. Lyme disease has been reported in every county in Wisconsin, highest incidence in the northwestern region. The majority of reported Lyme disease cases occur between May and August. June 14 is Flag Day and was established in 1949 as a national holiday, but not a federal holiday. It is only an official holiday in the state of Pennsylvania which is where according to legend Betsy Ross sewed the first flag.

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Tax Planning Ideas for 2018

Even though 2017 tax returns were just recently filed, it’s never too early to start planning for the current year. 2018 is even more challenging in light of the largest tax overhaul in three decades. Since each taxpayer’s personal situation is different, the recommendations presented are designed to be general in nature. Here’s a few tax planning ideas that may work for you.

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Notes From Elm Grove - March 2018

This month's update comes from Liberty Financial Group, Inc. team member, June Ann Schroeder RN, CFP.® Important updates regarding tax season, credit card signatures and Elm Grove, Wisconsin community happenings including Therapy Dog Emeritus!