Welcome to our website! There are an abundance of resources for you to explore here. We created this site for you, our clients, friends and associates, so we welcome you to use it as a valuable and up-to-date resource. Come back often and visit as there will always be something new for you to explore. Enjoy your visit and feel free to contact us with any questions or comments (262) 782-5900 Ext. 102 or via e-mail at [email protected]
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Is your estate in order? This short quiz may help you assess your overall strategy.
Here are 4 great, and sometimes unexpected, places to raise a family.
Here's a breakdown of how the federal government spends your tax money.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?
With alternative investments, it’s critical to sort through the complexity.
Even low inflation rates can pose a threat to investment returns.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.