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Blog

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

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Essentially Caring From Afar

Caring for a loved one can be difficult, but doing so from thousand of miles away adds extra complexities. I took some key concepts from the book to define some “essentially caring” items to help myself. Perhaps they will help you to feel better prepared should you become a caregiver or part of a support team to a grandparent, parent, close friend or neighbor or even for yourself.

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Five Trends That Will Redefine Retirement

Life is a continuum—an accumulation of experiences that shape how we view ourselves, our families, and our world. And, when we reflect on these experiences, we come to realize that our lives have been and will be permeated by change. Therefore, it is important to keep an eye on demographic, societal, workplace, and economic trends that will present both challenges and opportunities in the years ahead. In particular, here are five “life-changing” developments that are driving a fundamental shift in the way everyone should view and prepare for retirement!

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5 Easy Ways to Teach a Young Child about Money Matters!

Money is an integral part of society, yet there is very little curriculum covering most of it in schools. Instead it adds yet another item to a parent’s plate to teach their kids. While you may feel you are not the best one to be teaching your child about finance, trust me, you can show them simple lessons that will impact their lives forever. Below I’ve laid out five simple ideas to help shape your child’s mindset around money.

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When SMART Goals Are Not Always Wise

Substitute words for the SMART acronym that speak to you on an emotional level. Using a more inspiring framework will engage and motivate, and result in a goal setting process that is more successful and satisfying!

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Shocked By Your 2018 Tax Return Results? Here's What To Do For 2019!

As the 2018 tax season wraps up, you may find yourself either pleasantly surprised or possibly mortified with your tax situation. In 2018, the Internal Revenue Service passed the largest tax law change since 1986. I will go over a brief summary of the changes and a few helpful hints to make the 2019 filing season as sweet as pie.

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What is Financial Life Planning?

Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. Initially, this process will help you to clarify your values, priorities, circumstances, and aspirations; and then guide you in defining and designing your unique version of the “rich life.” In addition, Financial Life Planning will increase your understanding of the habits and attitudes that will facilitate your financial and life goals and support successful life transitions.