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 Kenneth.Wolfe@RaymondJames.com.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
The federal government requires deceased individuals to file a final income tax return.
Gaining a better understanding of municipal bonds makes more sense than ever.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
There are common mistakes you can avoid when saving for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
Using smart management to get more of what you want and free up assets to invest.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Do you know these three personal finance sayings?
$1 million in a diversified portfolio could help finance part of your retirement.
When do you need a will? The answer is easy: Right Now.
Here’s a crash course on saving for college.