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Wednesday, January 24, 2024

Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 38% and is expected to reach 94.7 million in...

Tuesday, December 12, 2023

What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience. For many people, retirement income may come from a variety of sources. Here's a quick review of the six main...

Tuesday, November 21, 2023

Did you know… with thoughtful, advanced planning, you can extend your legacy of charitable giving beyond your lifetime, creating lasting benefits for the organizations you care about? And if you have a desire to give back to...

Monday, October 30, 2023

In the following piece, BlackRock illustrates 2023 market data points in relation to current factors including inflation and low-interest rates.  BlackRock Student of the Game

Monday, October 9, 2023

Of those aged 60 and older, 12 to 18 percent have mild cognitive impairment. People living with mild cognitive impairment are more likely to develop Alzheimer's, and almost two-thirds of people currently living with Alzheimer's are...

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Wednesday, September 20, 2023

While the vast majority of insurance companies use credit-based insurance scores to help determine the price of insurance, it is banned in the states of Massachusetts, Michigan, Hawaii, and California. Some states only allow it as a...

Tuesday, July 11, 2023

When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values,...

Wednesday, June 14, 2023

Estate planning can be one of the most misunderstood aspects of financial planning; however, it’s vital to ensure your assets and family are protected. Unfortunately, common myths convince many they don’t need to create or...

Thursday, May 18, 2023

The secret to financial independence starts and ends with a good budget. This includes in retirement, even though you may not know how much your budget will change from your earning years to your retirement ones. Using your current...

Tuesday, January 17, 2023

April 18 is fast approaching, and we know that tax time can sometimes feel like visiting a foreign country, complete with its own language. You'll likely encounter the following tax terms, so we've translated them into plain English to...

Tuesday, November 15, 2022

The internet makes it possible for many of us to work from home, to shop, attend religious service and stay connected with family and friends. Unfortunately, those conveniences come with risk and cyber criminals are upping their game....

Tuesday, October 18, 2022

For many of us, Social Security plays an important part in our financial plans for retirement or later stage of life. Even if you’re years away from applying for benefits, there are good reasons to set up your online Social...

Thursday, September 15, 2022

At times, retirement decisions can be confusing and there is substantial information surrounding the investment vehicles that can be utilized to reach your retirement goals. Here's some information outlining a few of the differences...

Wednesday, August 17, 2022

Panic selling is not an investment strategy. Investors who pull the emergency brake and bail out during a market decline almost always lock in a loss on their investments. And if they stay out of the markets, chances are good...

Tuesday, April 21, 2020

Overall State of Wisconsin COVID-19 Information: https://www.dhs.wisconsin.gov/covid-19/index.htm Economic Impact Payments (Stimulus checks from IRS): https://www.irs.gov/coronavirus/economic-impact-payments Unemployment Insurance...

Monday, March 30, 2020

Recently, the Federal government has taken several actions in response to the Coronavirus crisis. On March 27, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which impacts Required...

Wednesday, March 18, 2020

Brian Wesbury, Chief Economist at First Trust Portfolios, explains “The Coronavirus Contraction” and the current outlook for recovery in the following brief video. We hope you find his pragmatism helpful as we navigate...

Saturday, March 14, 2020

Visual Capitalist published an interesting graphic on the history of pandemics, from the Antonine Plague to COVID-19, ranked by their impact on human life. During these uncertain times, we feel it is helpful to have perspective on the...

Thursday, March 12, 2020

We wanted to let you know that we are closely following the financial markets across the globe and the continued volatility that is impacting investor confidence. Global markets have been bracing for uncertainty as the spread of...

Monday, March 2, 2020

With the stock market sliding lower this week, all the talk about a so-called "correction" can cause nervousness and confusion. A correction is a friendly-sounding term to describe when a major stock market index like the Standard &...

Wednesday, February 26, 2020

Some of you might be wondering if you should be worried about your investments while we continue to see Coronavirus in the headlines. We understand feelings of uncertainty during market volatility can be unnerving. We want to share...

Saturday, December 21, 2019

On December 20, 2019, President Trump signed into law the SECURE Act (Setting Every Community Up for Retirement Enhancement). Some components of the law include increasing RMD to age 72, eliminating the maximum age for IRA...

Monday, September 30, 2019

2019 QUARTER 4 MARKET UPDATE

Friday, August 16, 2019

Recent market volatility: Keep Calm and Carry On If you’re following the news, you know that financial markets across the globe have experienced increased volatility in recent weeks from international trade concerns, protests in...

Tuesday, March 12, 2019

2019 QUARTER 3 MARKET UPDATE

Saturday, February 2, 2019

2019 QUARTER 2 MARKET UPDATE