Welcome to our financial blog! Check back regularly for the latest financial news, market updates, Wisconsin community news, and more!
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!
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.
With the snow quickly melting and the warm weather fast approaching (hopefully), the spring-cleaning attitude seems to be in the air. You may be like me, inspired by the trending Marie Kondo style or just simply sick of seeing the piles on piles of files. If you haven’t gone through your documents recently it may be time for a Spring refresh.
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.
Maybe it's a good thing that the April tax filing deadline and the urge to spring clean coincide. But before you head to the trash can, make sure you're not disposing of tax records you might need.
First, saving must start at a young age, when retirement is an abstraction. Saving is further stymied by two big questions: how much to save and how to invest it? It’s also smart to anticipate how one’s compensation arc might affect Social Security