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.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Calculating your potential Social Security benefit is a three-step process.
Tips to avoid checking in luggage on your next vacation.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Term insurance is the simplest form of life insurance. Here's how it works.
Earnings season can move markets. What is it and why is it important?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
What does your home really cost?
The decision whether to buy or rent a home may have long-term implications.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.