Welcome there is an abundance of resources for you to explore here. We created this site for our clients, friends and associates and of course people looking for a good team to help with their overall wealth management. We welcome you to use the information and apply the information 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 contact us since there are usually many questions in how to apply what you find to your life and future financial security (262) 782-5900 Ext. 102 or via e-mail at Kenneth.Wolfe@RaymondJames.com.
Rightsizing for Retirement
What does your home really cost?
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Learn when it may not make sense to file a claim on your home insurance.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Lifestyle considerations in creating your retirement portfolio.
Here are five facts about Social Security that are important to keep in mind.
Here are 4 great, and sometimes unexpected, places to raise a family.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
How will you weather the ups and downs of the business cycle?
Understanding the cycle of investing may help you avoid easy pitfalls.
A special needs trust helps care for a special needs child when you’re gone.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A bucket plan can help you be better prepared for a comfortable retirement.